Floating Financial Services Rep Portland Metrodetailsvisit 02/13/2012
Floating Financial Services Representative
Excellent opportunity to work with a stable and growing organziation that values and appreciates its members more than the bottom line! Bring ...more
your passion for service and financial expertise and join our team!
We are looking for individuals that will help our members get the most value from their credit union memberbership! You will work at a teller station desk where you will assist members with their transactions and account maintenance, cross sell needs based soltions, make outbound calls, open new accounts and provide exceptional service. This position will float to our various locations throughout the Portland Metro area.
Qualifications:
Minimum of two years previous experience in a teller or new account sales/support position with a financial institution.
Excellent communication skills (verbal and written).
Detail oriented with a strong sense of urgency.
Strong computer literacy required.
Be a Part of Something Special!
Don't just 'work' - be a part of something special! Advantis is a member-owned financial cooperative with 46,000 members and five branches in the Portland area. We offer an excellent work environment, competitive pay and a great benefits program that includes incentive pay, a generous 401(k) plan, health insurance, and tuition assistance. These are only a few of the great benefits of working for Advantis!
For confidential consideration, please apply online today:https://tbe.taleo.net/NA6/ats/careers/requisition.jsp?org=ADVANTISCU&cws=1&rid=125
We can't wait to meet you!
Location: Portland Metro
Compensation: $12-$14.50/hr
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Sales Representative Financial Services Portland Ordetailsvisit 02/07/2012 Phillips and Co. is a full service wealth management firm. Founded in 1992, we were the only firm in Oregon named to Worth Magazine's 2008 list of top 250 wealth advisors nationwide. We deliver timely and knowledgeable investment advice, as well as custom ...more
ized asset allocation strategies to a diverse, nationwide client base utilizing our conflict-free philosophy.
Today, Phillips and Co. is seeking mission oriented professionals whose values align with our corporate mission, vision and values; our top values being integrity and respect. We are looking for the right professional to join our firm. In this position, you will support an Investment Advisor by creating appointments, phone prospecting, and calendar management all in an effort to create lasting relationships.
If you are selected to join our team you can expect:
• Comprehensive training and support
• An exciting and challenging work environment
• Extensive benefits
The Phillips & Company Wealth Management Team is comprised of professionals from a wide variety of backgrounds, but they all share several important characteristics. They have outstanding work ethics and are self-motivated, as well as passionate about helping our clients improve and protect their financial futures. They possess excellent interpersonal and communication skills, have a high degree of self-confidence, and conduct themselves in a professional manner. Most of all, our professionals work hard for themselves and their clients, and the same determination is expected from every new team member. Individuals must be skilled at engaging a diverse client base with varying levels of knowledge and backgrounds.
To apply, please send a cover letter and current resume Word or .pdf format to the craigslist email above.
QUALIFICATIONS:
• Bachelors degree
• At least one year professional sales experience
• Be authorized to work in the US without restrictions as to duration
• Excellent communication, interpersonal and organizational skills
• FINRA Series 65 license is a plus, but not required
• Phone prospecting experience a plus
• Competitive drive and achievement oriented
• Relationship-oriented, values-focused and results-driven
• Self-motivated, enthusiastic, and positive
• Strong work ethic
BENEFITS:
• Earning potential
• Comprehensive paid training and support
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Supplemental Life Insurance
• 401 (K)
To learn more about Phillips & Company visit :
Website | http://phillipsandco.com
Blog | http://phillipsandco.com/blog
Twitter | http://twitter.com/PHCOAdvisors
Keywords: financial services, sales, banking, telemarketing, customer service, consulting, broker, investment, entry level, values, mission, mission oriented, private, professional
Location: Portland, OR
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Insurance Financial Services Greshamdetailsvisit 01/31/2012 SALES PROFESSIONALS....
Are you looking for a great workplace and unlimited earning potential? Do you love to sell and help people? Do you want to be recognized and rewarded for your achievements? If you answered yes to these questions, my State Farm A ...more
gency Team may have an opening for you!
Desired qualities include:
• Positive attitude, interesting, fun
• Integrity, ethical and honest
• Excellent communication skills - written, verbal and listening
• Self-motivated, dependable
• Dedicated, hardworking, customer first
• Experience in a variety of computer applications, particularly Windows
• Team player, no drama please
• Achieve mutually agreed upon sales goals
• Licensed in P&C or L&H or NMLS
Sales leads and training are provided, success is up to you!
The compensation plan includes base pay plus commission, bonuses, incentives and benefits. Flex time available. The successful candidate will pass a credit, criminal, and background check. This position is with a State Farm agent, not with State Farm Insurance Companies. Equal Opportunity Employer.
Location: GRESHAM
Compensation: Plan includes base pay plus commission, bonuses, incentives, and benefits
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Financial Services Profeessionals Portlanddetailsvisit 01/24/2012 Seeking Experienced or Entry-level Financial Professionals.
Allegis Financial Partners is a comprehensive financial services agency with offices located throughout Oregon, Washington, Utah, and Idaho. As a Financial Professional, you'll build rewarding, ...more
long-term client relationships while adding value to the lives of the people you work with as you help them prepare for their financial futures.
We provide our associates with a high level of professional training. All new associates participate in our mentoring program. While participating in this program, you will be aligned with seasoned professionals to participate in both their client appointments as well as your own. For each of our new associates, Allegis Financial Partners commits to investing over $110,000 per associate in their growth and development during their first 4 years in the business. By making this level of commitment to our new associates, we can help them receive the resources necessary to build a successful practice.
In addition to our personalized training program, we offer full benefits including health, dental, vision, and profit sharing.
Our selection process involves 4 interviews as well as a personality profile. If selected, we will assist in the process of obtaining proper licensing.
Job requirements:
-Proven track record of success
-Self-starter
-Positive attitude
-College graduate preferred but not necessary
-Financial services experience a plus
If you are interested in interviewing for one of our available positions, please email your resume to the above e-mail.
Location: Portland
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Financial Data Services Supervisordetailsvisit 01/15/2012 Fast-growing software architecture firm looking for a Financial Data Services Supervisor to join their company her in town. This amazing opportunity has to offer:
-Excellent work/life balance
-Work with a company that has been rated one of the 100 Faste ...more
st Growing Private Companies & 100 Best Companies to Work For the last 4 years in a row
-Generous pay and benefits package (10% bonus, competitive base salary)
-Growth potential based on their track record of promoting their talent quickly
A qualified candidate will have:
-Experience with SQL, Access, Visual Basic Programming, SSAS, SSRS
-Experience with relational database modeling principles
-Accounting, billing, project costing or financial applications
-Customer service focus
-Management or supervisor experience preferred
-Time management skills
If you are interested in applying, please respond with your resume in Word format (as PDF is not valid).
Compensation: Depending on experience
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Financial Data Services Supervisor Lincoln Towers Washington Squaredetailsvisit 01/06/2012 Axium is looking for a leader to manage our growing data specialists team. This bulk of what this team provides today is financial data conversions from a variety of different accounting products other data sources. The team also provides custom reporting ...more
, data modifications and other technical solutions as required.
QUALIFICATIONS
•Strong Technical Aptitude
◦Significant experience of Microsoft SQL Server, TSQL, stored procedures, cursors, UDF's, MS Access or Visual Basic programming and a desire and aptitude for learning.
◦Experience with SQL Server business intelligence products, including SSAS, SSRS and Management Studio.
◦Strong knowledge of relational database modeling principles and techniques.
◦ Data conversion projects include developing interfaces, making mass changes to database contents and merging databases is a plus.
•Experience with accounting, billing, project costing or financial applications. Architectural and engineering industry experience is a plus.
•Highly customer service oriented. Ability to communicate well with clients and nontechnical people.
•Management or supervisory experience is preferred.
SKILLS
•Highly customer service oriented. Ability to communicate well with clients and nontechnical people.
•Ability to work in a team environment, and to mentor team members on task management as well as technical issues and solutions.
•Excellent written and verbal communication skills.
•Ability to handle multiple projects and tasks simultaneously -- on time and on budget.
•Architectural and engineering industry experience is a plus.
WHY CHOOSE AXIUM?
Axium is united in the singular vision that our company thrives when our employees and clients succeed. Our culture of investing and believing in talented people has earned Axium awards and recognition regionally and nationally. Axium has been named one of the 100 Best Companies To Work For in 2009, and 2011 and in the 100 Fastest-Growing Private Companies for 2008, 2009, 2010 and 2011. Visit our career page to learn more: http://www.axium.com/company/careers.aspx
To ApplyPlease send your resume and cover letter to the email listed.
Location: Lincoln Towers- Washington Square
Compensation: Based upon qualifications and experience
OK for recruiters to contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Financial Data Services Supervisor Lincoln Towers Washington Squaredetailsvisit 01/06/2012 Axium is looking for a leader to manage our growing data specialists team. This bulk of what this team provides today is financial data conversions from a variety of different accounting products other data sources. The team also provides custom reporting ...more
, data modifications and other technical solutions as required.
QUALIFICATIONS
•Strong Technical Aptitude
◦Significant experience of Microsoft SQL Server, TSQL, stored procedures, cursors, UDF's, MS Access or Visual Basic programming and a desire and aptitude for learning.
◦Experience with SQL Server business intelligence products, including SSAS, SSRS and Management Studio.
◦Strong knowledge of relational database modeling principles and techniques.
◦ Data conversion projects include developing interfaces, making mass changes to database contents and merging databases is a plus.
•Experience with accounting, billing, project costing or financial applications. Architectural and engineering industry experience is a plus.
•Highly customer service oriented. Ability to communicate well with clients and nontechnical people.
•Management or supervisory experience is preferred.
SKILLS
•Highly customer service oriented. Ability to communicate well with clients and nontechnical people.
•Ability to work in a team environment, and to mentor team members on task management as well as technical issues and solutions.
•Excellent written and verbal communication skills.
•Ability to handle multiple projects and tasks simultaneously -- on time and on budget.
•Architectural and engineering industry experience is a plus.
WHY CHOOSE AXIUM?
Axium is united in the singular vision that our company thrives when our employees and clients succeed. Our culture of investing and believing in talented people has earned Axium awards and recognition regionally and nationally. Axium has been named one of the 100 Best Companies To Work For in 2009, and 2011 and in the 100 Fastest-Growing Private Companies for 2008, 2009, 2010 and 2011. Visit our career page to learn more: http://www.axium.com/company/careers.aspx
To ApplyPlease send your resume and cover letter to the email listed.
Location: Lincoln Towers- Washington Square
Compensation: Based upon qualifications and experience
OK for recruiters to contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
be the career for you! State Farm Agents are entrepreneurs that sell only State Farm insurance products. This office is a highly motivated and team oriented environment that is looking to grow! Prior insurance industry experience IS NOT required, and comprehensive training is available for the right candidate. Position would ideally be full time, but part time is a possibility. Please contact us today!
This unique opportunity offers all the ingredients for a highly-rewarding career, including:
1. A competitive compensation package.
2. A fun, friendly, team oriented workplace.
3. A fast paced environment where you will be coached and encouraged to exceed your own expectations!
This position is with a State Farm independent agent, not with State Farm Insurance Companies. Employees of State Farm Agents must be able to successfully complete any applicable licensing requirements and training programs.
Desired qualities include:
Positive attitude.
Ethical and Honest
Ability to multi-task
Achieve mutually agreed upon sales goals
Ability to assess client needs and conduct effective sales appointments
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Bilingual (Spanish) desired, but not required.
Location: Beaverton Oregon
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Sales Representative Financial Services Portland Ordetailsvisit 12/28/2011 Phillips and Co. is a full service wealth management firm. Founded in 1992, we were the only firm in Oregon named to Worth Magazine's 2008 list of top 250 wealth advisors nationwide. We deliver timely and knowledgeable investment advice, as well as custom ...more
ized asset allocation strategies to a diverse, nationwide client base utilizing our conflict-free philosophy.
Today, Phillips and Co. is seeking mission oriented professionals whose values align with our corporate mission, vision and values; our top values being integrity and respect. We are looking for the right professional to join our firm. In this position, you will support an Investment Advisor by creating appointments, phone prospecting, and calendar management all in an effort to create lasting relationships.
If you are selected to join our team you can expect:
• Comprehensive training and support
• An exciting and challenging work environment
• Extensive benefits
The Phillips & Company Wealth Management Team is comprised of professionals from a wide variety of backgrounds, but they all share several important characteristics. They have outstanding work ethics and are self-motivated, as well as passionate about helping our clients improve and protect their financial futures. They possess excellent interpersonal and communication skills, have a high degree of self-confidence, and conduct themselves in a professional manner. Most of all, our professionals work hard for themselves and their clients, and the same determination is expected from every new team member. Individuals must be skilled at engaging a diverse client base with varying levels of knowledge and backgrounds.
To apply, please send a cover letter and current resume Word or .pdf format to the craigslist email above.
QUALIFICATIONS:
• Bachelors degree
• At least one year professional sales experience
• Be authorized to work in the US without restrictions as to duration
• Excellent communication, interpersonal and organizational skills
• FINRA Series 65 license is a plus, but not required
• Phone prospecting experience a plus
• Competitive drive and achievement oriented
• Relationship-oriented, values-focused and results-driven
• Self-motivated, enthusiastic, and positive
• Strong work ethic
BENEFITS:
• Earning potential
• Comprehensive paid training and support
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Supplemental Life Insurance
• 401 (K)
To learn more about Phillips & Company visit :
Website | http://phillipsandco.com
Blog | http://phillipsandco.com/blog
Twitter | http://twitter.com/PHCOAdvisors
Keywords: financial services, sales, banking, telemarketing, customer service, consulting, broker, investment, entry level, values, mission, mission oriented, private, professional
Location: Portland, OR
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Gt Gt Gtfinancial Services Processing Assistant Lt Lt Lt West Linndetailsvisit 12/27/2011 Processing Assistant $12 - $14/hr
Nationwide, internet-based, Financial Services/Realty marketing firm has an immediate opening for a full-time Processing Assistant. Offices located in the Willamette Historic District of West Linn near the intersection ...more
of I-205 and 10th Street.
Description:
A position of 40 hours per week. Requires attention to detail and a high degree of accuracy. Ability to multi-task and prioritize work flow. IDEAL CANDIDATE WILL HAVE FUNCTIONED AS AN ASSISTANT IN THE MORTGAGE, REALTY, TITLE & ESCROW OR FINANCIAL PLANNING ENVIRONMENT.
Qualifications:
- A friendly personality and bright disposition
- Excellent verbal and written communication skills
- Great proofreading abilities with an eye for accuracy
- Ability to work independently and as part of a team
- Strong computer competency and software skills
- Must be bondable and able to maintain confidentiality.
- Minimum 5 years progressive administrative/clerical/processing experience
Duties & Responsibilities
- Data Entry
- Customer Service
- Project Management as assigned
- Online filings with the IRS
- Interface with our legal services and attorney offices
- Coordinate with our custodial/trustee company
- Process client paperwork and documents
- Manage voicemail, email and database files
- Filing, copying, faxing, proofing, document assembly
If you meet the qualifications above, submit a resume and a brief cover letter telling us how you can contribute to our team. If you are under consideration for the position, you will be asked to submit to a full criminal and financial background check.
Location: West Linn
Compensation: $12 - $14 per hour depending upon experience and demonstrated skill set
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
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