Top 760 Financial representative Jobs in Newberg, Or

Contact Center Representative
NW Priority Credit Union —Beaverton, OR
- $21 - $28 an hour
- Overtime
- Analysis skills
- Travel
- Ability to sit for extended periods
Product Support Sales Representative (PSSR)
BEJAC CORPORATION —Portland, OR
- $48,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Sales
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
WestPac Wealth Partners —Lake Oswego, OR
- $102,162 - $200,000 a year
- Choose your own hours
- Sales
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Outside Sales Representative
Basics Etc —Oregon
- From $70,000 a year
- Full-time
- Sales
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Customer Service/Sales Representative
Aperion Audio —Wilsonville, OR
- $39,500 a year
- Full-time
- Spanish
- Merchandising
- 3 years
- Paid training
- Health insurance
Quick Apply
4d
Sales Representative
Pacific Staffing of Oregon —Sherwood, OR
- From $16 an hour
- Email
- Background check
- Mid-level
- Office
Quick Apply
8d
DFC Customer Service Representative I
Driveway Finance Corporation —Tigard, OR
- $20 an hour
- Full-time
- 18 years or older
- Word processing
- Windows
- Employee stock purchase plan
- Paid holidays
Quick Apply
Insurance Sales Representative (State Farm) — Auto • Home • Life
State Farm —Newberg, OR
- $45,501.05 - $86,796.97 a year
- Full-time
- Office
- Continuous improvement
- In-person
- Paid holidays
- Paid time off
Quick Apply
Outside Sales Representative
Cobex Construction Group —Portland, OR
- Full-time
- Driver's License
- Organizational skills
- Construction experience
- Mileage reimbursement
- Opportunities for advancement
Quick Apply
8d
Sales Representative
Kia of Portland —Portland, OR
- $36,000 - $150,000 a year
- Full-time
- Clean driving record
- Dealership
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Outside Sales Representative - Law Enforcement - Oregon & Southern Washington
MES Life Safety —Portland, OR
- $55,000 a year
- Full-time
- Background check
- Clean driving record
- Microsoft Excel
- Paid holidays
- Disability insurance
Quick Apply
2d
Inside Sales Representative
Renewal by Andersen —Portland, OR
- $18 - $21 an hour
- Weekends as needed
- Spanish
- Computer literacy
- English
- Paid holidays
- Dental insurance
Quick Apply
Outside Sales Representative
Reynolds and Reynolds —Portland, OR
- $80,000 - $100,000 a year
- Full-time
- Background check
- Up to 50% travel
- Dealership
- Health savings account
- Health insurance
Quick Apply
Customer Sales Representative
MXS Connection Group —Portland, OR
- $3,400 - $4,500 a month
- Full-time
- Background check
- In-person
- Communication skills
Quick Apply
4d
Entry-Level Sales & Leadership Development Representative
MELCHOR & CO —Keizer, OR
- $45,000 - $55,000 a year
- Weekends as needed
- Background check
- In-person
- Leadership
- Paid training
- Professional development assistance
Quick Apply
7d
Sales Development Representative
Copiers Northwest Inc —Beaverton, OR
- $21 an hour
- Part-time
- Office
- Business development
- Driving
- Paid time off
Quick Apply
Customer Service Representative
Circle K —Woodburn, OR
- $15.55 an hour
- Weekends as needed
- Ability to walk for extended periods
- Merchandising
- Sanitation
Patient Access Representative
Lake Grove ENT —Lake Oswego, OR
- $22.00 - $23.50 an hour
- Full-time
- Private practice
- Medical office experience
- Administrative experience
- Profit sharing
- Health savings account
Quick Apply
Retail Sales Representative
Lavvore Marketing, Inc —Keizer, OR
- $45,000 - $55,000 a year
- Weekends as needed
- Background check
- High school diploma or GED
- In-person
- Paid training
- Employee discount
Quick Apply
3h
Client Service Associate
Mariner Wealth Advisors —Tigard, OR
- $70,000 - $85,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
9d

I want to receive the latest job alert for financial representative in newberg, or

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial representative jobs near newberg, or

Sales Representative jobs in Portland, OR

Customer Service Representative jobs in Tigard, OR

Sales Support Representative jobs in Portland, OR

Insurance Agent jobs in Newberg, OR

Outside Sales Representative jobs in Portland, OR

Financial Advisor jobs in Lake Oswego, OR

Outside Sales Representative jobs in Oregon

Sales Representative jobs in Beaverton, OR

Inside Sales Representative jobs in Portland, OR

Call Center Representative jobs in Beaverton, OR

Client Services Associate jobs in Minnetonka, MN

Fairview Health Services jobs in Maplewood, MN

Client Services Associate jobs in Katy, TX

Client Services Associate jobs in Green Bay, WI

Client Services Associate jobs in Richmond, VA

Social Services jobs in New Jersey

Retail Sales Associate jobs in Orlando, FL

Client Success Manager jobs in Charlotte, NC

Customer Service Representative jobs in Kissimmee, FL

Customer Service Representative jobs in Portland, OR

Contact Center Representative

NW Priority Credit Union -
Beaverton, OR

Apply Now

Job Details

Full-time
$21 - $28 an hour

Qualifications

Confidential information handling
Email customer support
Technical support via phone
Account maintenance
Financial transaction processing
Phone communication
Account troubleshooting
Client inquiry handling
Promoting bank products
Answering guest questions
Scanning
Incident Escalation
Post-sales issue resolution
Customer engagement
Data entry
Document imaging
Assisting with digital banking services
Productivity software
Handling account queries
Technical support via email
Balancing end-of-day transactions
Promoting bank services
Account opening
Client interaction via phone calls
Banking regulatory compliance

Full Job Description

Description:

NW Priority Credit Union is excited to offer a new position to join our team at our Beaverton branch. An entry-level contact center employee services as the primary point of contact for members, handling various types of inbound calls and communication. Their responsibilities include answering member inquiries, resolving issues, providing product or service information, and ensuring a positive member experience. This position is best suited for someone with financial experience, who has strong communication skills, problem-solving abilities, and the ability to work efficiently in a fast-paced environment are essential for this role while upholding the credit union philosophy of people helping people.

Core Job Requirements

Respond to member questions and concerns via phone and email ensuring accurate and timely responses.
Identify and troubleshoot member issues, offering solutions within company guidelines or escalating to higher-level support when necessary.
Provide exceptional member service by assisting with members digital inquiries (mobile and online banking) and engaging with the Contact Center Supervisor when needed.
Recognizes members’ needs to proactively open, maintain and update personal accounts and refer members to other services such as loan services and investment services.
Offer detailed and accurate information regarding company products, services, and policies to assist members. Regularly update knowledge on new products, services, or company policies to provide accurate and current information to members.
Ensure that members’ unresolved concerns are tracked and followed up promptly to guarantee resolution.
Provides routine information on credit union services, policies, membership eligibility, type of credit union accounts, inquiries regarding account balance, status and history. Performs all types of non-monetary transactions within established limits to prevent fraud and losses.
Entering stop payments for checks and check reorders. Completes appropriate documents and refers them to Accounting/Electronic Services for assistance when necessary.
Assist members with online banking password resets and enrollments. Ensuring successful login attempt while on the phone with member. Enroll members in mobile deposit as requested and approved.
Process convenience pay requests by members.
Process lost debit and credit cards by completing forms and issue replacement.
Scan paper documents into Laserfiche.
Work with colleagues and supervisors to share knowledge, improve processes, and enhance team performance.
Completes job assignments delegated by Contact Center Supervisor.
Responsible for complying with all laws, statutes, rules, and regulations which govern the credit union, including but not limited to all components of the Bank Secrecy Act provisions of the US Patriot Act.
Participate in required meetings and training.
Performs other duties as assigned by management.

Requirements:

Job Experience: Minimum of one year in a banking or credit union environment required. Knowledge of advanced cross servicing techniques to cross service members competently.

Software Skills: Excellent computer skills with knowledge of Microsoft Office software.

Physical Demands: Required to sit for extended periods and occasional walking to provide member services. Noise level moderate to high in immediate area and normal range of hearing necessary to communicate by telephone and in person with staff and members.

Work Conditions: Regular workday with occasional overtime. Ability to travel to branch locations. Exposed to potentially hazardous conditions (robbery).

Other Skills: Strong organizational and analytical skills required to resolve member/staff questions or problems. Must maintain a high degree of accuracy in handling cash, balancing a cash drawer, and entering member transactions into the computer. Must demonstrate excellent written and oral communication skills. Strong interpersonal skills to represent the Credit Union professionally and positively to members and to interact daily with staff and management. Ability to exercise judgment and maintain confidentiality in dealing with membership and staff. Ability to complete or resume tasks despite interruptions.

Apply Now

Refine Your Search

financial representative jobs in newberg, or

Contact Center Representative

Product Support Sales Representative (PSSR)

Financial Advisor

Outside Sales Representative

Customer Service/Sales Representative

Sales Representative

DFC Customer Service Representative I

Insurance Sales Representative (State Farm) — Auto • Home • Life

Outside Sales Representative

Sales Representative

Outside Sales Representative - Law Enforcement - Oregon & Southern Washington

Inside Sales Representative

Outside Sales Representative

Customer Sales Representative

Entry-Level Sales & Leadership Development Representative

Sales Development Representative

Customer Service Representative

Patient Access Representative

Retail Sales Representative

Client Service Associate

I want to receive the latest job alert for financial representative in newberg, or

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected