Financial Services Professional

3 days ago


Portland, Oregon, United States KaiPerm Northwest Credit Union Full time
Job DescriptionKaiPerm Northwest Credit Union is a unique organization that serves only Kaiser Permanente employees, families, and insurance holders. We pride ourselves on providing personalized financial services and support to our members.

Estimated Salary:$45,000 - $55,000 per year

We are seeking a highly motivated and organized individual to fill the role of Member Service Representative. In this position, you will be responsible for handling cash transactions, answering phone calls, and working closely with colleagues to achieve team goals. If you have excellent communication skills, a strong work ethic, and a passion for delivering exceptional customer service, we encourage you to apply.Key Responsibilities
  • Process cash transactions accurately and efficiently
  • Answer phone calls and respond to member inquiries
  • Collaborate with colleagues to meet team objectives
Requirements
  • Strong communication and problem-solving skills
  • Cash handling experience and knowledge of Microsoft Office programs
  • Able to prioritize tasks and work effectively under pressure
Benefits
  • Full-time and stable employment
  • Competitive salary range of $45,000 - $55,000 per year
  • Excellent benefits package, including medical, dental, and vision insurance


  • Portland, Oregon, United States OneMain Financial Full time

    **Job Title:** Dealer Representative**Location:** Various locations within a designated territory**Job Type:** Full-time**About Us:** OneMain Financial is a leading provider of nonprime consumer loans, dedicated to improving the financial well-being of hardworking Americans.**Job Description:**We are seeking an experienced Dealer Representative to join our...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Overview of the Opportunity:Creative Financial Staffing is a well-established and respected non-profit organization dedicated to community development, empowerment, and social change. Our client has been driving positive impact in their community for over 50 years.The Senior Accountant will play a crucial role in supporting the organization's mission by...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    We are seeking a highly skilled Financial Services Administrative Coordinator to join our team at Creative Financial Staffing in NW Portland. This role will provide administrative support to the Accounts Payable function and assist with various financial projects.As a key member of our team, you will be responsible for assisting with the Accounts Payable...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    About the Company and Opportunity:Creative Financial Staffing is a leading staffing agency specializing in accounting and finance professionals.We have partnered with a prominent company in Portland, Oregon, to find a talented Senior Accountant to join their team.The ideal candidate will thrive working in a collaborative environment and possess a solid...


  • Portland, Oregon, United States The Kind Agency-Powered by Symmetry Financial Group Full time

    Company Overview">The Kind Agency-Powered by Symmetry Financial Group is a dynamic and growth-oriented company dedicated to providing innovative solutions in the financial services industry. Our team is passionate about empowering individuals to take control of their financial futures.">Salary">We offer an estimated salary range of $7,000-$12,000 per month...


  • Portland, Oregon, United States Baystate Financial Full time

    We are seeking a highly skilled Senior Financial Consultant to join our team at Baystate Financial. As a financial advisor, you will work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Company Overview: Creative Financial Staffing has partnered with a well-established non-profit organization in the Portland area to drive community development, empowerment, and social change.Our client is dedicated to creating a brighter future for the city and its residents. With over 50 years of experience, this respected non-profit has brought the...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    About the OpportunityThis role offers an exciting chance to work with a company that prides itself on delivering high-quality products and providing extensive options for its clients. Located in SE Portland, this workplace is easily accessible by car.Job ResponsibilitiesPrepare daily and weekly financial reports, ensuring accurate order processing and timely...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Financial Reporting AnalystCreative Financial Staffing is seeking a skilled Financial Reporting Analyst to join our team. As a key member of our accounting staff, you will play a critical role in maintaining accurate financial records and ensuring timely reporting to management.Your responsibilities will include reconciling and reporting daily cash flow,...


  • Portland, Oregon, United States Stress Less Financial Full time

    Key ResponsibilitiesClient-Centric Focus: Develop and maintain strong relationships with clients, providing them with expert guidance on life and health insurance options.Prospecting and Networking: Generate leads through various channels, including calling warm leads, referrals, networking events, and online platforms.Customized Solutions: Tailor insurance...


  • Portland, Oregon, United States Stress Less Financial Full time

    We are seeking a motivated and results-driven individual to join our team as a Life and Health Insurance Sales Entrepreneur. As a key member of our team, you will be responsible for building relationships with clients, generating leads, and tailoring insurance solutions to meet their unique needs. This role offers a competitive compensation package, ranging...


  • Portland, Oregon, United States Cypress HCM Full time

    Job OverviewCypress HCM is seeking a skilled Client Services Representative to support financial advisors in the greater Portland, Oregon area.


  • Portland, Oregon, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing has partnered with a renowned non-profit organization in Portland to fill the role of Staff Accountant. This innovative partnership presents a unique chance to contribute to community development, empowerment, and social change.This esteemed non-profit has been serving the community for over 50 years,...


  • Portland, Oregon, United States Fidelity TalentSource LLC Full time

    **Company Overview**Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology...


  • Portland, Oregon, United States KPMG Full time

    KPMG is a leading provider of audit, tax, and advisory services. As a company known for its commitment to individual development and an inclusive environment, we offer a great place to build a career.Our professionals work in today's most important industries, including financial services, healthcare, technology, and consumer goods. We are consistently...


  • Portland, Oregon, United States Wells Fargo Bank Full time

    About Wells FargoWells Fargo is a leading financial institution committed to helping its customers achieve their financial goals. With a strong focus on customer satisfaction, we offer a wide range of financial products and services that cater to the diverse needs of our clients.Job DescriptionWe are currently seeking an Associate Personal Banker (SAFE) to...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Accounts Receivable Role OverviewCreative Financial Staffing is seeking an experienced Accounts Receivable Specialist to join their accounting department. This full-time position offers a competitive salary and the opportunity to work in a close-knit team environment.Salary: $65,000 - $75,000 per annum, depending on experience.Job Description:The successful...


  • Portland, Oregon, United States LHH Recruitment Solutions Full time

    We are seeking a highly skilled Financial Planning Professional to join our team at LHH Recruitment Solutions in Downtown Portland, OR. This role offers a competitive salary of $28-$33 per hour.Job OverviewThis position involves managing daily financial planning, overseeing budgeting, and preparing analytical reports. The Financial Planning Professional will...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Senior Accountant Position OverviewThe Senior Accountant role at Creative Financial Staffing offers a challenging and rewarding opportunity for experienced accounting professionals to advance their careers. As a key member of our team, you will play a vital part in the month-end close process, working closely with the Accounting Manager to ensure accurate...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Senior Accounts Payable Accountant Job DescriptionCompany OverviewCreative Financial Staffing is a leading provider of innovative solutions for community development and social change. With over 50 years of experience, our organization has established itself as a well-respected and impactful non-profit dedicated to creating a brighter future for our city and...