16 Financial Services Sales And Management jobs in Portland.

Hiring now: Relationship Banker Ii @ First Tech, Treasury Management Sales @ Umpqua Ban, Consumer Loan Sales Spec @ Onemain Fi, Client Relationship Consu @ Banner Ban, Underwriter @ Markel, Client Exp Associate @ Farther.Explore more at jobswithgpt.com.

🔥 Skills

account maintenance (4) Customer Service (3) client service (3) financial needs (3) customer service (2) sales (2) communication skills (2) Treasury Management (2) Compliance (2) Consumer Lending (2)

đź“Ť Locations

Hillsboro (7) Lake Oswego (4) Oregon City (2) Beaverton (1) Portland (1) Vancouver (1)
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First Technology Federal Credit Union

Relationship Banker II Beaverton
Skills & Focus: financial transactions, customer service, sales, member engagement, account maintenance, financial solutions, relationship building, communication skills, time management, critical thinking
Experience: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred
Salary: $23.50 to $28.50 per hour + monthly incentive
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, Accrue up to 17 days of Paid T…
Commercial Lending Specialist II Hillsboro
Skills & Focus: commercial lending, loan portfolio, loan audits, accounting principles, problem solving, business communication, stakeholders, confidentiality, Microsoft Office Suite, mortgage lending
Experience: Minimum 3 years’ experience in the financial services industry with an emphasis in mortgage, consumer/commercial lending servicing related activities
Salary: $62k - $69k annually + annual bonus
Type: Hybrid
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, Accrue up to 17 days of Paid T…

Umpqua Bank

Treasury Management Sales Analyst Hillsboro
Skills & Focus: Treasury Management, Sales Analyst, Corporate Treasury, Sales Support, Client Service, Post-sale Activities, Implementation, Cross-sell, Customer Service, Compliance
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 2-4 years of experience in Treasury Management Sales, Sales Support or other business-related experience.
Salary: $28.00 - $40.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits such as healthcare coverag…

Onemain Financial

Consumer Loan Sales Specialist Hillsboro
Skills & Focus: Consumer Lending, Sales, Customer Relationships, Financial Solutions, Insurance Products, Credit Underwriting, Debt Consolidation, Customer Service, Loan Process, Financial Well-being
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

First Technology Federal Credit Union

Remarketing Associate II Hillsboro
Skills & Focus: repossession, collections, bankruptcy, skip tracing, vendor relationships, auction, FDCPA, customer communication, financial industry, Microsoft Office
Experience: Minimum 2 years’ experience in vehicle financing and/or sales
Salary: $21.50 - $25.75 + annual bonus
Type: HYBRID
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5%; accrue up to 17 days of Paid Time Off; 11 pai…
Senior Director, Deposit Products Hillsboro
Skills & Focus: deposit products, strategic oversight, product lifecycle, portfolio management, digital product growth, market research, performance analysis, coaching, stakeholder engagement, financial performance
Experience: Minimum 10 years’ experience in a financial services organization, inclusive of product management; Minimum 7 years’ experience in product management.
Salary: $150,000 to $180,000 + annual bonus
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5%; Accrue up to 17 days of Paid Time Off; 11 pai…

Umpqua Bank

Treasury Management Maintenance Specialist Hillsboro
Skills & Focus: Treasury Management, customer service, banking experience, documentation, compliance, research, financial products, communication skills, interpersonal skills, organization skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 4-7 years banking experience working in Stores or other customer contact position
Salary: $21.00 - $28.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. Eligible associates recei…

Banner Bank

Client Relationship Consultant Hillsboro
Skills & Focus: client service, sales activities, account opening, Bank products, cross-sell, loan applications, account maintenance, client profile, tailored solutions, financial needs
About the Company: Banner Bank has over 150 locations providing financial services in Washington, Oregon, Idaho, and California. They are recognized for their financial strength …
Type: Full-time

Markel Group

Underwriter Lake Oswego
Skills & Focus: underwrite, contract bonds, risk assessment, marketing, tactical sales plans, account retention, business opportunities, negotiates, premium growth, surety rate manual
About the Company: Markel Group (NYSE – MKL) is a fortune 500 company with over 60 offices in 20+ countries, providing insurance, reinsurance, specialist advisory and investment …
Experience: 3 - 5 years in an underwriting capacity
Type: Full-time
Benefits: Competitive benefit programs including health, dental and vision insurance, 401(k) with employer match, Employee Stock …

Umpqua Bank

Middle Market Relationship Manager Lake Oswego
Skills & Focus: relationship management, business development, banking solutions, loan products, client engagement, financial analysis, market share growth, credit management, portfolio management, consultative selling
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: Preferred 4-7 years of relevant Middle Market banking experience
Salary: $89,000.00 - $160,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, life insurance, disability insurance, tuition assistance…
Middle Market Relationship Manager Lake Oswego
Skills & Focus: Middle Market, relationship management, banking, business development, commercial, credit solutions, financial advisory, client relationships, consultative sales, team collaboration
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 4-7 years of relevant Middle Market banking experience
Salary: $89,000.00 - $160,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan, employee assistance program, life and disability ins…

Farther

Client Experience Associate Lake Oswego
Skills & Focus: Client Experience, Wealth Management, Compliance, Documentation, Financial Planning, Black Diamond, Fiduciary, Custodial Experience, Task Management, Communication Skills
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 5+ years working for a fee-only independent RIA; 5+ years working with Schwab and/or Fidelity; 5+ years experience with Black Diamond
Type: Full-time
Benefits: Competitive compensation package, full health benefits, 401(k) matching & Roth options, unlimited PTO

Onemain Financial

Loan Sales Specialist Oregon City
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Management Development, Finance, Entry level, Customer Experience
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…
Consumer Loan Sales Specialist Oregon City
Skills & Focus: Consumer Lending, Customer Relationships, Financial Solutions, Sales Goals, Loan Life Cycle, Credit Underwriting, Collections, Insurance Products, Customer Needs, Career Development
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Banner Bank

Client Relationship Consultant Portland
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…
Client Relationship Consultant Vancouver
Skills & Focus: client service, sales activities, open accounts, Banker transactions, cross-sell, Bank products, book loans, account maintenance, client profile maintenance, financial needs
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…