Financial Services Representative
3 weeks ago
We are seeking a highly motivated and goal-oriented individual to join our team as an Investment Specialist Trainee.
This role is responsible for providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
The ideal candidate will have strong computer skills, be self-motivated, and have the ability to multitask in a fast-moving, performance-based environment.
Responsibilities include:
- Receiving training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications
- Providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs
- Deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career
- Managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products
Key qualifications include a bachelor's degree, or 1-2 years of experience in a performance-based environment, and the Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
We offer a competitive benefits package, access to paid time off, and resources to support our employees' physical, emotional, and financial well-being.
Bank of America is an equal opportunity employer and considers all qualified applicants without regard to race, color, sex, sexual orientation, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law.
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Customer Service Representative
4 weeks ago
Lincoln City, Oregon, United States HomeX Services Group Full timeJob SummaryAs a Call Center Representative at HomeX Services Group, you will be responsible for delivering exceptional customer service and support through telephone interactions. Your role will require excellent communication skills, a customer-focused approach, and the ability to multitask.Key ResponsibilitiesAnswer incoming calls promptly and...
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Customer Service Ambassador
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Lincoln City, Oregon, United States Circle K Full timeKey Responsibilities:As a Customer Service Representative at Circle K, you will provide exceptional customer service, resolve customer issues, and maintain a clean and safe store environment. You will also operate the cash register, fuel console, and lottery machine, and perform other tasks as needed.What We Offer:Circle K offers a dynamic and supportive...
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Customer Service Representative
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Lincoln City, Oregon, United States Bally's Corporation Full timeBally's Corporation is a leading entertainment company with a strong presence in digital gaming and traditional casino venues.We're seeking a detail-oriented individual to join our team as a Drop Team Attendant.The successful candidate will be responsible for ensuring that drop is performed in accordance with company policies and procedures.Key...
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Insurance Account Representative
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Lincoln City, Oregon, United States Brandon Carpenter - State Farm Agency Intern Full timeJob OverviewAs an Insurance Account Representative on the State Farm Agent Team, you will play a crucial role in identifying customer needs and marketing products or services that maximize value. Your knowledge of insurance products and industry trends will enable you to communicate directly with clients, develop leads, and schedule appointments. You will...
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Customer Service Ambassador
1 month ago
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Customer Service Representative
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Player Services Ambassador
3 weeks ago
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Product Service Representative
3 weeks ago
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Customer Service Representative
4 weeks ago
White City, Oregon, United States Hassan & Sons Inc Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at our White City, Oregon location.Key Responsibilities:Provide exceptional customer service to ensure a positive shopping experience.Operate the cash register and process payments accurately and efficiently.Maintain a clean and...
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Service BDC Representative
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Junction City, Oregon, United States Guaranty Full timeJob OverviewGuaranty Chevrolet is seeking a highly motivated and results-driven Service BDC Representative to join our dynamic team. This pivotal role will be instrumental in fostering lasting customer relationships and driving business growth.Key ResponsibilitiesEngage with new and previous customers to schedule repeat appointments and build customer...
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Patient Service Representative
3 weeks ago
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Insurance Sales and Service Representative
4 weeks ago
Oregon City, Oregon, United States Workman Insurance Llc Full timeJob DescriptionThis is a career opportunity at Workman Insurance Llc. We are willing to train the right people. Our office is rapidly growing and we are looking to hire the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Customer Service /Sales Representative will be responsible to provide...
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Insurance Sales Representative
4 weeks ago
Oregon City, Oregon, United States Workman Insurance Llc Full timeJob Title: Insurance Sales RepresentativeJob Description:Are you looking to start a sales career in the insurance industry? We have an entry-level position available for a highly motivated and determined individual. As an insurance sales representative, you will be responsible for soliciting new business, contacting leads, and providing exceptional customer...
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Customer Service Representative
4 weeks ago
Oregon City, Oregon, United States Country Supplier Full timeAre you looking for a part-time opportunity that aligns with your values and interests? Coastal, a company that serves the Pacific Northwest, is seeking a part-time Customer Service Representative to join their team in Oregon City.Knowledge of using a Point of Sale system is a plus Ability to provide excellent customer service We are willing to train the...
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Customer Service Representative
4 weeks ago
Oregon City, Oregon, United States State Farm Insurance Full timeJob Summary:As a Customer Service Representative at State Farm Insurance, you will be responsible for providing exceptional customer service to our policyholders. Your primary goal will be to assist customers with inquiries, complaints, and policy changes in a timely and professional manner.Key Responsibilities:Provide accurate and timely information...
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Lincoln City, Oregon, United States CITY OF LINCOLN CITY Full timeEmployment OpportunityLincoln City's Finance Department is seeking a skilled Accounts Receivable Manager to lead and participate in all accounts receivable financial activities of the City. The ideal candidate will possess excellent customer service skills, knowledge of utility billing processes, and experience in maintaining municipal financial records. Job...
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Investment Consultant II
3 weeks ago
Lincoln City, Oregon, United States Bank of America Full timeJob Description:We are seeking a skilled Investment Consultant II to join our team at Bank of America. As an Investment Consultant II, you will be responsible for providing financial guidance and assistance to clients, helping them achieve their investment goals and objectives.Key responsibilities include:Providing financial guidance and assistance to...
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Accounting Specialist
3 weeks ago
Lincoln City, Oregon, United States Chinook Winds Casino Resort Full timeJob Title: Financial Reporting AnalystChinook Winds Casino Resort is seeking a highly skilled Financial Reporting Analyst to join our team. As a Financial Reporting Analyst, you will be responsible for assisting Accounting Management with the production of financial accounting and reporting, in accordance with generally accepted accounting principles (GAAP)...
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Oregon City, Oregon, United States Praxis Health Full timeAbout the RoleWe are seeking an experienced Patient Service Representative to join our team at Pacific Medical Group in Oregon City. As a key member of our clinical team, you will be responsible for providing exceptional customer service, greeting and screening patients, scheduling appointments, and performing various administrative tasks.Key...
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Dining Room Server
4 weeks ago
Lincoln City, Oregon, United States Chinook Winds Casino Resort Full timeJob SummaryWe are seeking a skilled Dining Room Server to join our team at Chinook Winds Casino Resort. As a Dining Room Server, you will be responsible for providing exceptional guest service by taking and delivering orders, clearing tables, and maintaining the overall appearance of the dining room.Key ResponsibilitiesPresents menus to customers and answers...