- Bank of America (Portland, OR)
- …helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. ... with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and… more
- Umpqua Bank (Redmond, OR)
- …May back up new account openings. + May back up client service specialist line when needed. + May engage in business development activities in local community. + ... The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and...at all times. Responsible for satisfactory audits. + Monitor sales and service goals, and coach other team members… more
- Paycom Online (Portland, OR)
- The Transition Project Manager (internally known as Transition Specialist Representative) leads the Paycom implementation by partnering with Outside Sales Reps, ... to ensure perfect first payrolls + Ensures documentation of client processes and account notes are logged timely within Paycom Client Intelligence (PCI) + Ensures… more
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