Oregon Pacific Bank

JOB SUMMARY: Trust Operations is responsible for the accounting functions undertaken by the Trust Department in its administration of trusts, agency accounts, estates, conservatorships, and IRAs. Trust Operations personnel work with various trust staff in the management of accounts. The main job duties of the Trust Operations Specialist I involve posting and reviewing transactions on the trust accounting system for accurate tax reporting.   JOB SPECIFICATIONS: Education: High school Graduate or GED  Experience: One year of background in accounting or banking preferred   ESSENTIAL FUNCTIONS: Balance money market and cash accounts daily Promptly communicate with trust administrative staff and portfolio manager Evaluate pending activity and calculate daily settlement with outside vendor Data entry and approval of accounts payable and accounts receivable transactions Review of pending trades for cash availability and accuracy Review and process...

JOB SUMMARY:  The Trust Portfolio Manager supports trust and fiduciary accounts by coordinating portfolio-related service needs and cash management activities in partnership with the firm’s external Registered Investment Advisor (RIA). This role does not provide discretionary investment management or create investment models; instead, the Trust Portfolio Manager serves as the primary trust department resource for portfolio implementation questions, cash and liquidity planning for distributions, and client education on investment-related topics consistent with governing documents, client objectives, and applicable fiduciary standards. JOB SPECIFICATIONS: Education: Bachelor’s degree in finance, accounting, economics, business, or a related field, or equivalent combination of education and experience.Experience: 5+ years of experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial...

Oregon Pacific Bank Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status. JOB SUMMARY: The Trust Portfolio Manager supports trust and fiduciary accounts by coordinating portfolio-related service needs and cash management activities in partnership with the firm’s external Registered Investment Advisor (RIA). This role does not provide discretionary investment management or create investment models; instead, the Trust Portfolio Manager serves as the primary trust department resource for portfolio implementation questions, cash and liquidity planning for distributions, and client education on investment-related topics consistent with governing documents, client objectives, and applicable fiduciary standards. JOB SPECIFICATIONS: Education: Bachelor’s degree in finance, accounting,...

Oregon Pacific Bank Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status. Note: I (13) & II (14) JOB SUMMARY: Primarily responsible for the ongoing development of new business relationships for the bank through networking and community centered activities. Efforts directed toward depository accounts and services, treasury management tools, loan referrals and third-party products. Works directly with the RBA to identify client treasury management needs and with Operations Support Group to build and deliver those products to the client. Responsible for the ongoing management of depository portfolio, client satisfaction and introduction of new products and services which may provide value. Responsible for managing the NSF activity of portfolio. Provides exemplary service to internal and...

JOB SUMMARY: Performs  a variety of teller duties including paying out, receiving and keeping transaction records to existing and potential clients with efficient and accurate services.  JOB SPECIFICATIONS: Education: High school graduate or equivalent Experience: 6 months of teller, customer service or cash handling experience   ESSENTIAL FUNCTIONS: Use software applications as required by specific job functionsUse procedures and forms relating to the activities of the assigned work unitPerform various account transactions such as receiving deposits, verifying cash and endorsements, ordering checks, processing wires, accepting loan payments, and selling cashier checks. Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactionsManage and balance cash within teller guidelines for positionAssist with debit cards including ordering cards and researching transactions in core systemAssisting...