Employment Opportunities

PLEASE SEE THE JOB POSTINGS LISTED BELOW:

Financial Services Representative II - Sandy Office

Request Date:
03/27/2019
 
Branch or Dept.:
Sandy Office
Position:
 
Financial Services Representative II
Date Available:
 
03/27/2019
Location:
 
Sandy Office
Status:
 
Non-Exempt
Schedule:   Full Time / M-F / 40 hrs
Bank Contact:
 
Terri Elsberry, HR Officer  
Phone Number:
 
503-668-2521 
Fax Number:
 
503-668-7825
Main Office
Physical Address:
 
38975 Proctor Blvd.
Sandy, OR
Email Address:
 
telsberry@clackamascountybank.com

***Resumes are only accepted with a completed CCB Application***

CCB Applications are available at our Main Office located at
38975 Proctor Blvd.
Sandy, OR 97055

Or

Request an application by email-

telsberry@clackamascountybank.com    

      

SUMMARY
Independently market investment and insurance products and services. 

MANDATORY REQUIREMENT
Background/credit check and finger printing required

ESSENTIAL DUTIES AND RESPONSIBILITIES
Customer Contact Skills
-Greet customer by name
-Make and maintain eye contact with customer
-Smile when communicating with the customer to help set them at ease
-Demonstrate good listening skills 
-Successful completion of extensive product presentations and sales
-Crossed trained in administrative duties

Sales/Referrals:
-Sell bank services and refer business to the bank
-Stay current on and support marketing efforts
-Responsible for ensuring that individual calling goals are met

Work Performance
-Meet established attendance standards
-Adhere to operational procedures
-Demonstrate knowledge of product/services when explaining them to a customer
-Take initiative – listen for opportunities to offer products/services
-Demonstrate techniques for establishing priorities
-Accurately enter data
-Take initiative – ask for additional work
-Offer suggestions to improve efficiency
-Answer the phone within 3 rings, identify dept, self and ask how you can be of service
-Adhere to confidentiality policy
-Follow guidelines for dressing appropriately and professionally
-Ability to work independently and complete sales without assistance

Technical Skills
-Adhere to all compliance, regulatory and auditing guidelines
-Enter application information (mutual funds, annuities, brokerage & fee accounts, life/health ins)
-Enter information from the financial planning questionnaire into the data base    
-Actively sell investment and insurance products and services
-Be able to use financial planning software programs for entering data  

QUALIFICATIONS 
EDUCATION and/or EXPERIENCE
One year certificate from college or technical school; or three-six months related experience and/or training; or equivalent combination of education and experience desirable.  Have one year financial service experience and currently hold Life and Health Insurance Licenses and Series 6 or 7 Securities License.   

INTERNAL EDUCATION
Keep current on learning about bank services and bank products.  Successfully complete all assigned reading material and required compliance training.  Complete all CE requirements to maintain licenses.  Stay current with investment product knowledge. 

LANGUAGE SKILLS
Ability to read and comprehend complex instructions, short correspondence, and memos; write   correspondence and effectively present information in one-on-one and small group situations to customers, clients, and employees of the organization.  Ability to produce marketing materials and explain products to customers.  

MATHEMATICAL SKILLS
Ability to balance, calculate data and complete other entries; knowledge of spread sheet basics or experience using accounting software;  willing to learn time value of money calculations and be able to sue the financial calculator.  Calculate cost basis and explain tax ramifications.  Willing to learn time value of money calculations and use financial calculator.      

REASONING ABILITY
Ability to follow written and oral instructions; research situations and problem solve; to differentiate between products and recommend best choice.

PHYSICAL DEMANDS 
While performing the duties of this job, the employee is regularly required to sit/talk/listen; frequently required to use hands to finger, handle, or feel; occasionally required to stand/walk/ reach with hands and arms; occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision and ability to adjust focus.

WORK ENVIRONMENT 
The noise level in the work environment is usually moderate.

INTERPERSONAL RELATIONS
As a team member, regularly interacts with co-workers; expected to take the initiative to help see the work is done and to help research or solve problems; expected to adapt to changes in procedures and offer suggestions for improvement. 

COMPUTER WEBSITE SKILLS
Must be able to navigate websites and complete online training, testing and applications.

COMPUTER SKILLS
Understand and be able to apply computer skills to communicate effectively within the organization using word processing to format letters or correspondence, set-up and maintain electronic folders and files; and sand/save attachments.  Depending on the position, have a basic understanding of accounting software to develop reports and forms such as spreadsheets/tables.

Be able to use email for communication (internal and external) and access outside websites as well as interface with the bank’s network.

 

Loan Assistant II - Sandy Office

Request Date:
03/14/2019
 
Branch or Dept.:
Sandy Office
Position:
 
Loan Assistant II
Date Available:
 
03/14/2019
Location:
 
Sandy Office
Status:
 
Non-Exempt
Schedule:   Full Time / M-F / 40 hrs
Monthly Salary Range:
 
$2600.00-$2900.00 DOE
Bank Contact:
 
Terri Elsberry, HR Officer  
Phone Number:
 
503-668-2521 
Fax Number:
 
503-668-7825
Main Office
Physical Address:
 
38975 Proctor Blvd.
Sandy, OR
Email Address:
 
telsberry@clackamascountybank.com

***Resumes are only accepted with a completed CCB Application***

CCB Applications are available at our Main Office located at
38975 Proctor Blvd.
Sandy, OR 97055

Or

Request an application by email-

telsberry@clackamascountybank.com    

      

SUMMARY
Maintain a high level of professional, friendly, efficient service in all areas of responsibility.  Perform as a highly motivated employee giving support to customers, co-workers and supervisor.  Performance of duties is under strict adherence to banking policy, audit and banking regulations.

To maintain secured loan files according to Bank Policy guidelines. 

ESSENTIAL EXPECTATIONS AND RESPONSIBILITIES
Customer Contact Skills
-Communicate with customers in a pleasant and professional manner in person and over the phone.
-Use customer name during the transaction.
-Listen for customer needs and make appropriate referrals.
-Effectively prepare written correspondence.

Sales/Referrals:
-Sell bank services and refer business to the bank
-Stay current on and support marketing efforts
-Responsible for ensuring that individual calling goals are met

Work Performance
-Adhere to CCB policy and procedure standards: punctuality, attendance, dress code, confidentiality etc.
-Recognize and understand customer needs and concerns and address them in a positive manner
-Answer phones within 3 rings, identify yourself, the Bank, and ask how you may help
-Be a self starter
-Demonstrate techniques for establishing priorities and make suggestions to improve efficiency
-Take initiative to ask for additional work
-Work well with co-workers
-Take initiative to increase or improve ones knowledge of Bank products and procedures.
-Cooperate when asked to help others
-Be willing to accept any additional task assigned by supervisor

Technical Skills – Daily Duties
-Request and review all property reports, such as preliminary title reports, trios, or other real estate reports as they pertain to loan request.
-Use Laser Pro to prepare appropriate and accurate loan documents according to loan request
-Work closely with Loan Officers, Title Companies and Escrow Officers on a daily basis.
-Prepare written communications such as escrow instructions, emails and correspondence as well as verbally communicate on a daily basis.
-Order and review all necessary documentation needed to support security of collateral for every loan as applicable.
-Accurately perfect Clackamas County Bank’s lien position
-Be willing to be cross-trained within the Loan Servicing department and/or other Bank areas.
-Be willing to accept other duties as assigned
-Efficiently use a PC including software such as Word, Excel, Bankrite, Outlook. 
-Have a firm understanding of Bank loan products.
-Strictly adhere to and comply with regulations regarding Consumer and Commercial Lending.

QUALIFICATIONS 
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); or related experience and/or training;  or equivalent combination of education and experience.

INTERNAL EDUCATION
Keep current on learning about bank services and products.  Successfully complete all assigned reading material and required compliance training.

LANGUAGE SKILLS
Ability to read and comprehend simple instructions, write short correspondence and memos as necessary.  Be able to effectively present information in one-on-one and small group situations to both customers and other employees of the organization.

MATHEMATICAL SKILLS
Ability to calculate and balance other bank accounting data.  Needs to understand basic accounting principles such as debits and credits.

REASONING ABILITY
Ability to follow written and verbal instructions, recognize problems and bring them to the attention of appropriate personnel.

PHYSICAL DEMANDS
Ability to work in a general office environment and on occasion, able to lift up to 50 pounds.

WORK ENVIRONMENT 
The noise level in the work environment is usually moderate.

INTERPERSONAL RELATIONS
As a "team member," regularly interact with co-workers.  The loan support person is expected to take the initiative to see that work is done and to help research or solve problems.  This person is also expected to adapt to changes in procedures. 

COMPUTER SKILLS
Understand and be able to apply computer skills to communicate effectively within the organization using word processing to format letters or correspondence, set-up and maintain electronic folders/files; send/save attachments.  Depending on the position, have a basic understanding of accounting software to develop reports and forms such as spreadsheets/tables.

Be able to use email for communication (internal and external) and access outside websites as well as interface with the bank’s network.

 

Merchant Services Sales Rep - Sandy Office

Request Date:
1/29/2019
 
Branch or Dept.:
Sandy Office
Position:
 
Merchant Services Sales Rep
Date Available:
 
1/29/2019
Location:
 
Sandy Office
Status:
 
Full Time
Schedule:   M-F  40 hour week
Annual Salary:
 
$40,000.00 + comm
Bank Contact:
 
Terri Elsberry, HR Officer  
Phone Number:
 
503-668-2521 
Fax Number:
 
503-668-7825
Main Office
Physical Address:
 
38975 Proctor Blvd.
Sandy, OR
Email Address:
 
telsberry@clackamascountybank.com

***Resumes are only accepted with a completed CCB Application***

CCB Applications are available at our Main Office located at
38975 Proctor Blvd.
Sandy, OR 97055

Or

Request an application by email-

telsberry@clackamascountybank.com    

      

SUMMARY
Clackamas County Bank is seeking a highly motivated sales professional to provide professional, friendly, service and assistance to customers by serving their business needs. Develop profitable new business, account relationships and increased profitability through the sale of merchant services.  Adhere to bank policy, audit and banking regulations.  Provide support to co-workers and supervisors. 

Demonstrate professional customer service skills, have knowledge of merchant services and listen for opportunities to make service suggestions to customers.  Be able to work in a team environment or independently. 

ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales/Referrals
- Presenting and selling products and solutions to potential merchant customers
- Maintain and establish relationships with customers 
- Networking with outside referral sources and current customer base in addition to cold calling     to get additional referrals, and working with bank partners to generate referral sources for sales opportunities
- Completing any required paperwork for new customers
- Listen for opportunity to cross-sell
- Stay current on and support marketing efforts
- Ensure that predetermined sales goals are met
- Reliable transportation and ability to travel locally

Work Performance
-Meet established attendance standards
-Adhere to the posted times for breaks, lunch, etc.-so work flow is consistent
-Cooperate when asked to help others
-Take initiative to ask for additional work
-Offer suggestions to improve efficiency
-Adhere to operational procedures
-Demonstrate knowledge of product/service when explaining to a customer
-Take initiative - listen for opportunities to offer products and services
-Demonstrate techniques for establishing priorities
-Answer the phone within 3 rings, identify the bank, self, ask caller how CCB can help
-Adhere to confidentiality policy
-Dress appropriately and professionally

Technical Skills
-Adhere to all compliance, regulatory and internal auditing guidelines.

 

QUALIFICATIONS
OUTSIDE EDUCATION and/or EXPERIENCE
-High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. 
- Thorough knowledge of product marketing, client service issues and organization operations
- Strong marketing, business development/sales and negotiating skills
- Ability to creatively resolve client concerns and issues
- Basic problem-solving and decision-making skills
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Excellent interpersonal, verbal and written communication skills
- Merchant Services Sales Experience

INTERNAL EDUCATION
Keep current on learning about insurance products, merchant services, bank services and products.  Successfully complete all assigned reading material and required compliance training.

LANGUAGE SKILLS
Read and comprehend simple instructions, short correspondence, and memos.  Write simple correspondence.  Speak effectively before groups of customers or employees of the organization.

MATHEMATICAL SKILLS
Calculate figures and rates for quotes to potential merchants.  Assist current merchants with their pricing.

REASONING ABILITY
Carry out written or oral instructions.  Research situations and problem solve.

PHYSICAL DEMANDS 
Occasionally required to stoop, kneel or crouch when installing merchant equipment.  Required up close vision, distance vision, as well as peripheral vision.      

WORK ENVIRONMENT 
The noise level in the work environment is usually moderate.

INTERPERSONAL RELATIONS
Regularly interact with co-workers; expected to take the initiative to help see the work is done and to help research or solve problems.  Also expected to adapt to changes in procedures and offer suggestions for improvement.

COMPUTER SKILLS
Understand and be able to apply computer skills to communicate effectively within the organization using word processing to format letter or correspondence, set-up and maintain electronic folders and files; and send/save attachments. Have a basic understanding of accounting software to develop reports and forms such as spreadsheets/tables etc.  Be able to use email for communication (internal and external), access outside websites as well as interface with the bank’s network.  Also, be able to navigate the First Data website for merchant account information. 

Code of Ethics
Adhere to the State and industry anti-discrimination standards.

 


Clackamas County Bank is an EEO/AA/Veteran/Disabled Employer

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