7 financial planner jobs found

Maps Credit Union Description: Maps Credit Union is excited to announce that we are expanding our service footprint for our members with the addition of the newly opened Wilsonville Branch! We seek a Teller Specialist who is friendly, collaborative and a great communicator to provide exemplary service to our members. If you are ready to join an organization that truly supports community engagement and the success of our employees and members, we'd love to talk to you! Our Teller Specialists are valued for their ability to: Engage with Maps members in a professional and positive manner. Provide excellent customer service while processing account services to members. Enhance member relationships by assessing their needs and recommending products and services. Achieve personal and branch monthly goals. Accurately maintain and balance a cash drawer, checks, and money orders within established policy limits. Follow regulatory and policy compliance requirements and Credit...

Maps Credit Union Description: Do you love your community and want to make a difference? Are you passionate about customer service and helping people succeed financially? Maps Credit Union seeks a Financial Services Officer I who is driven, collaborative, and a great communicator. If you are ready to join an organization that truly supports community engagement and the success of our employees and members, we'd love to talk to you!  Key responsibilities include, but are not limited to: Engage with Maps members in a professional and positive manner. Provide excellent customer service while processing account services to members. Enhance member relationships by assessing their needs and recommending products and services. Process loan applications and obtain reports and information from credit reporting agencies. Function as a Teller as needed. Accurately maintain and balance a cash drawer, checks, and money orders within established policy limits. Achieve personal...

Maps Credit Union Description: Do you love your community and want to make a difference? Are you passionate about customer service and helping people succeed financially? Maps Credit Union seeks a Part-Time Teller Specialist who is friendly, collaborative, and a great communicator for our Silverton Branch. This position offers 20 hours per week, and the schedule details are outlined below. Our Teller Specialists are valued for their ability to: Engage with Maps members in a professional and positive manner. Provide excellent customer service while processing account services to members. Enhance member relationships by assessing their needs and recommending products and services. Achieve personal and branch monthly goals. Accurately maintain and balance a cash drawer, checks, and money orders within established policy limits. Follow regulatory and policy compliance requirements and Credit Union operations and security procedures. As a new Teller Specialist, you...

Legacy Health Patient Access Representative Equal Opportunity Employer/Vet/Disabled US-OR-GRESHAM Job ID: 25-45406 Type: Part Time - Benefitted Mount Hood Medical Center campus Overview You are the first face patients see—and the one who sets the tone for a warm, positive, and professional experience. In many ways, you are the face of Legacy.   As we work to fulfill our mission of making life better for others, we rely on caring, capable individuals to support patients throughout their healthcare journey. As a Patient Access Representative Lead, you'll use your strong communication and interpersonal skills to gather insurance and demographic information, help patients and families understand financial responsibilities, collect co-payments, and secure legal documentation required for state and federal compliance. Your attention to detail in creating accurate medical and financial records will support not only patients, but also the medical professionals who care...

Legacy Health Patient Access Representative Equal Opportunity Employer/Vet/Disabled US-OR-GRESHAM Job ID: 25-45457 Type: Regular Full-Time Mount Hood Medical Center campus Overview You are the first face patients see—and the one who sets the tone for a warm, positive, and professional experience. In many ways, you are the face of Legacy.   As we work to fulfill our mission of making life better for others, we rely on caring, capable individuals to support patients throughout their healthcare journey. As a Patient Access Representative Lead, you'll use your strong communication and interpersonal skills to gather insurance and demographic information, help patients and families understand financial responsibilities, collect co-payments, and secure legal documentation required for state and federal compliance. Your attention to detail in creating accurate medical and financial records will support not only patients, but also the medical professionals who care for...

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: Provide assistance to new customers and established clients.  Provide a variety of client savings, checking and credit account transactions.   Responsible for the efficient operation of the teller duties and compliance with federal and state regulations as well as Bank policies and procedures. Responsible to supervise and mentor operational staff.   JOB SPECIFICATIONS: Education: High school graduate or equivalent Experience: 2-3 years’ experience in bank operations       ESSENTIAL FUNCTIONS: Use software applications as required by specific job functions Use procedures and forms relating to the activities of the assigned work unit Perform various account transactions...

Maps Credit Union Description: Do you love your community and want to make a difference? Do you like to work hard and play hard? Are you passionate about member service and helping people succeed financially? Maps Credit Union seeks a Float Financial Services Officer I who is driven, collaborative, and a great communicator. The home branch for this position is located at our High Street Branch and requires travel to our other 10 branches as needed. Key responsibilities include, but are not limited to: Engage with Maps members in a professional and positive manner. Provide excellent customer service while processing account services to members. Enhance member relationships by assessing their needs and recommending products and services. Process loan applications and obtain reports and information from credit reporting agencies. Function as a teller as needed. Accurately maintain and balance a cash drawer, checks, and money orders within established policy limits....