Financial Services Development Manager

3 days ago


Lake Oswego, Oregon, United States First Citizens Bank Full time
About the Business Services Representative Role

The Business Services Representative is responsible for delivering a full range of business deposits and related services to clients. This role requires partnering with business and commercial bankers as a subject matter expert in business deposits and related business services, as well as self-sourcing new business opportunities.

This position involves providing cash management solutions, introducing customers to other branch team members or bank partners who can provide solutions for their financial needs, and building trust and confidence with clients through excellent customer service skills.



  • Lake Oswego, Oregon, United States Edward Jones Full time

    At Edward Jones, we are building a place where everyone feels like they belong. Our team of experienced professionals is dedicated to providing exceptional personalized service to our clients, ensuring they feel understood and informed.We're seeking a talented Financial Services Coordinator to join our team! As a key member of our branch support team, you...


  • Lake Oswego, Oregon, United States David Shin - State Farm Agent Full time

    Company OverviewWe are a tight-knit team of 5.5 members at David Shin - State Farm Agent, driven to be the best versions of ourselves each day. Our culture is built on core values of working in the light, failing forward, and choosing courage over comfort. We offer a unique work environment that supports personal and professional growth.We provide our team...


  • Lake Oswego, Oregon, United States Edward Jones Full time

    About Us">Edward Jones is a Fortune 500 company where people come first. With over eight million clients and nineteen thousand financial advisors across the U.S. and Canada, we are proud to be privately-owned, placing our focus on our clients rather than shareholder returns.">Our Purpose">We partner for positive impact to improve the lives of our clients and...


  • Lake Oswego, Oregon, United States Edward Jones Full time

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.We value different viewpoints to help achieve results. Our team will be there every step of the way, providing comprehensive 6-month training including an experienced peer to help...


  • Lake Oswego, Oregon, United States Edward Jones Full time

    We are seeking a Branch Office Administrator to join our team at Edward Jones, a Fortune 500 company. This role offers a competitive salary of $25-$30 per hour, depending on experience, and the opportunity to work with a wide range of clients.About UsEdward Jones is a privately-owned financial services firm that values its associates and prioritizes their...


  • Lake Oswego, Oregon, United States Aldrich Full time

    Company OverviewAldrich Advisors is a growth-minded regional professional services firm with an innovative and entrepreneurial spirit. We value accountability, agility, collaboration, and respect as our core principles.Salary and BenefitsThe estimated annual salary for this Tax Manager role ranges from $125,000 to $155,000, with opportunities for incentive...


  • Lake Oswego, Oregon, United States Banner Bank Full time

    About UsAt Banner Bank, we take pride in our long-standing tradition of delivering exceptional financial services to individuals and businesses. Our commitment to core values such as listening, learning, and helping others has been the foundation of our success for over 130 years.We have a strong presence in the Pacific Northwest, with assets exceeding $15...


  • Lake Oswego, Oregon, United States Banner Bank Full time

    OverviewBanner Bank is a dynamic financial institution committed to delivering exceptional services to our clients. We strive to foster a culture of innovation, collaboration, and growth, enabling our employees to thrive in their careers.SalaryThe estimated salary for this role is $80,000 - $120,000 per annum, depending on location and experience.Job...


  • Lake Oswego, Oregon, United States Aldrich Full time

    OverviewAldrich is a dynamic west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven organization committed to accountability, agility, collaboration, and respect.Compensation PackageThe estimated annual salary for this position is $135,000 - $165,000, depending on factors such as experience,...

  • Financial Advisor

    3 days ago


    Lake Oswego, Oregon, United States Aldrich Full time

    About UsAldrich Wealth is a leading provider of financial services to high net worth individuals and corporate retirement plans. We pride ourselves on our holistic approach, paired with high-touch service, which weaves together investment management for retirement plans, fiduciary governance, plan design consulting, and financial wellness and employee...


  • Lake Oswego, Oregon, United States TBC Corporation Full time

    About the Opportunity:TBC Corporation is a leading marketer of automotive replacement tires with over 60 years of experience. We are seeking a skilled Regional Business Development Manager to drive business growth and revenue expansion across our network of over 3,200 franchised and company-operated tire and automotive service centers.The successful...

  • Financial Analyst

    4 days ago


    Lake Oswego, Oregon, United States MEDC: Tribal One Full time

    Job TitleAccounting Clerk III (Fiscal Technician)About the JobMEDC: Tribal One is seeking an experienced Financial Analyst to provide fiscal technician support services for the USDA Natural Resources Conservation Service (NRCS) Oregon State Office.


  • Lake Oswego, Oregon, United States MEDC: Tribal One Full time

    Job Title: Financial Analyst IIICompany: MEDC: Tribal OneAbout the Job:We are seeking a skilled Financial Analyst III to join our team at MEDC: Tribal One. As a key member of our finance department, you will be responsible for providing fiscal technician support services for the USDA Natural Resources Conservation Service (NRCS) Oregon State...


  • Lake Oswego, Oregon, United States HRIS-Payroll and Timecard Systems Full time

    We are seeking a highly motivated and results-driven Business Development Manager to join our team at medi USA. In this role, you will be responsible for identifying new business opportunities and developing existing accounts.The ideal candidate will have a strong understanding of the medical industry and excellent communication skills. A Bachelor's degree...


  • Lake Oswego, Oregon, United States Restore Hyperwellness Full time

    Job SummaryWe are looking for a seasoned Manager of Restoration Services to lead our team at Restore Hyper Wellness. As a key member of our management team, you will be responsible for overseeing the development and implementation of sales strategies to drive revenue growth and improving operational efficiency to reduce costs.Responsibilities and...


  • Lake Oswego, Oregon, United States LHH Recruitment Solutions Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Analyst to join our team at LHH Recruitment Solutions. This is a fantastic opportunity for an experienced professional to take on new challenges and contribute to the growth of our organization.About the RoleThis senior-level position will be responsible for conducting yearly close activities,...


  • Lake Oswego, Oregon, United States Allium Financial Advisors, LLC Full time

    Job SummaryWe are seeking an experienced Executive Assistant and Operations Coordinator to join our team at Allium Financial Advisors, LLC. This is a unique opportunity to work in a dynamic environment where you will be responsible for providing administrative support to our operations team.About the RoleThe successful candidate will have a proactive...


  • Lake Oswego, Oregon, United States Toll Brothers, Inc. Full time

    About Toll Brothers, Inc.Toll Brothers, Inc. is a recognized leader in luxury home building. With over 50 years of experience, we have established ourselves as a premier provider of high-quality homes and communities. Our commitment to excellence, innovation, and customer satisfaction has earned us numerous awards and accolades in the industry.About the...

  • Financial Analyst

    4 days ago


    Lake Oswego, Oregon, United States Jensen Investment Management Full time

    The successful candidate will have experience in buy-side equity research and possess strong quantitative, statistical, and analytical thinking skills. They should be proficient in English, with experience in foreign languages and cultures viewed favorably.This is a unique opportunity for a motivated investment research professional to join Jensen Investment...


  • Lake Oswego, Oregon, United States The Mank Agency Full time

    Salary Range: $100,000 - $160,000The Mank Agency is seeking an experienced Insurance and Financial Freedom Expert to join our team as an Insurance Agent/Agency Manager. In this role, you will sell mortgage protection plans that provide financial security to families while working remotely from Portland, OR.About the Company Overview:Our company was selected...