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OverviewThe Proactive Partner. You’re a star when it comes to creating new relationships and expanding existing connections. As an expert in home finance, you enjoy being the trusted advisor and guide, while helping members find the loans that best fit their financial future. Our team at OnPoint Community Credit Union has been dedicated to making our members’ financial dreams a reality for over 80 years. Working together, we can further strengthen the mission we have for our community. We’re also devoted to being a fabulous place to work. We value your expertise as Mortgage Loan Officer and invite you to explore and grow your career with OnPoint.Responsibilities&nbsp;<ul><li>Identifies, develops and maintains a quality pipeline of member relationships that serves as a recurring source of referrals for new mortgage lending opportunities.</li><li>Attracts new mortgage loan originations by developing relationships within the community, specifically within the real estate community; making sales calls to prospective business partners.</li><li>Conducts interviews with prospective borrowers in order to analyze financial and credit reports, tax returns, verifications, etc. and determine member financing objectives, advise members of product/pricing policies and guidelines and gather any additional required information.</li><li>Ensures exceptional member service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.</li><li>Demonstrates a commitment to professional ethics, complying with all federal and state compliance policies and adhering to all requirements.</li></ul>Knowledge, Skills, and Abilities:<ul><li>Thorough understanding of conventional and government lending practices, policies and guidelines from origination through closing.</li><li>Must be detail-oriented.Ability to be self-directed, efficient, and meet deadlines.</li><li>Ability to manage a heavy pipeline of 40 plus loans.</li><li>Highly organized with the ability to prioritize multiple competing tasks and verbal and written communication skills.</li><li>Demonstrated math and accounting skills.</li></ul>Qualifications<ul><li>High School diploma or GED required.</li><li>Minimum of 3 years Conventional and FHA-insured real estate lending experience, with knowledge of processing underwriting and/or closing procedures.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

OnPoint Community Credit Union

Mortgage Loan Officer - Outside Sales

Position SummaryManage Proximo Spirits brand portfolio in both On premise and Off premise accounts. Champion the On/Off premise promotional activities by building relationships with new and existing accounts. Work with management to effectively grow the business for this direct sales division. There is 25% travel and location of residence must be in East Side Metro Area.Role &amp; Responsibilities<ul><li>Maximize the sale of Proximo Spirits Brands to the trade and consumer through effective territory planning, selling and merchandising for the achievement of company goals.</li><li>Responsible for distribution, back bar presence, menu placements, drink features in the On Premise.</li><li>Responsible for increasing Proximo’s footprint within State Liquor stores by increasing distribution, securing optimal shelf placement and facings, building and maintaining displays that are merchandised to company standards with our current point of sale.</li><li>Plan, establish and maintain an efficient and productive daily call pattern in assigned territory through the use of formal pre plan guidelines.</li><li>Determine the priority and sales opportunities by analyzing the entire assigned territory.</li><li>Identify key accounts for” New Brand “launches and provide feedback to local Management and Brand Manager on a scheduled basis.</li><li>Implement and maintain up to date accurate records of sales and competitive activity.</li><li>Develop and maintain positive customer relations.</li><li>Prepare professional sales presentations for each call tailored to Proximo goals.</li><li>Know, in depth the features and benefits of Proximo Brands.</li><li>Manage all Proximo Spirits Brand promotions within assigned territory.</li><li>Set promotional dates and times with accounts and work with local promotional agency.</li><li>Attend and monitor Brand promotions and make any necessary adjustments.</li><li>Manage POS to ensure use during key promotions and provide feedback on its effectiveness.</li><li>Provide feedback to local management on competitive activities including pricing and promotional support..</li><li>Perform other similar job related duties.</li></ul>Key Competencies<ul><li>Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.</li><li>Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skilfully; Develops alternative solutions; Works well in group problem solving situations;</li><li>Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.</li><li>Oral Communication--Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.</li><li>Written Communication--Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.</li><li>Project Management--Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget.</li></ul>Knowledge and Experience<ul><li>Bachelor’s degree required</li><li>4 plus years relevant experience in the consumer goods industry, spirits experience and/or 3 tier distribution experience preferred</li><li>Demonstrated ability to build and maintain effective working relationships with accounts.</li><li>Strong interpersonal, influencing, negotiation, time management and presentation skills required</li><li>Position requires intermittent standing, sitting, walking, bending, squatting, twisting, lifting and carrying up to fifty pounds.</li><li>Ability to organize and prioritize to meet deadlines.</li><li>Working knowledge of Windows and Windows based programs.</li><li>Must have a valid state driver license and acceptable driving record.</li></ul>Proximo is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment based on race, color, sex (including pregnancy), sexual orientation, gender identity or expression, religion, national origin, citizenship status, age, genetic information, physical or mental disability of an otherwise qualified individual, membership or application for membership in a uniformed service, engaging in legally protected activity, or any other characteristic protected under applicable law.

Proximo Spirits

Direct Sales Representative- Portland, OR

JOB SUMMARY:Functions as a first level resource for branches, and as a lead resource for the Retail Support Line team with procedural and operational support.&nbsp; Tracks and documents training needs. Lead by example with excellent member service skills and leadership abilities. Acts as the first level resource to Retail Support Line team for questions/issues.ESSENTIAL FUNCTIONS: • Provides professional, high-quality service to OnPoint staff and our members.• Helps resolve escalated situations and researches complex issues in a proficient, timely manner to include communication directly with the member.• Acts as a SME for procedural/product changes and acts as a resource for those updates. • Works with Retail Support Manager to organize and lead team meetings.• Helps train team on the skills and knowledge required to successfully perform all aspects of their job.• Helps coordinate daily work flows and team scheduling. • Responds to escalated calls and researches complex issues and communicates directly to the member or team. • Assists team to makes decisions within appropriate authority and factoring applicable risk. • Reinforces OnPoint’s Service Standards by modeling desired behaviors. • Recommends procedural changes to improve efficiency and/or improve member service.• Reviews and helps update monthly team data. • Performs additional duties as required by Retail Support Manager.KNOWLEDGE, SKILLS &amp; COMPETENCIES:• Thorough knowledge of OnPoint products and services. Ability to quickly adopt and support frequent updates and changes. • Ability to organize and prioritize work in a fast paced environment. • Thorough working knowledge of OnPoint internal systems (core) and applicable software programs. • Working knowledge of regulatory requirements and current credit union policy and procedures. • Strong professional verbal/written communication skills. • Ability to use positive communication techniques to effectively resolve complex situation, both orally and in written formats. • Ability to work under limited direction. • Leadership ability to motivate and earn the confidence of team, with positive reinforcement and encouragement. • Ability to act as a role model for service and process standards • Highly proficient and creative at problem resolution. • Ability to take initiative within appropriate authority. • Growth focused mindset. • Ability to work well within a group and within a close working environment&nbsp;MINIMUM QUALIFICATIONS:• High school diploma or GED. • Minimum three years financial industry experience.• Two years branch experience preferred. • Minimum two years of member service or applicable experience. • Call Center experience and knowledge of electronic banking preferred • One year experience in a leadership role preferred. • Available to work Saturdays.At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.#LI-Hybrid

Retail Support Line Lead

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Planning Consultant- Tigard, OR

<h4>Direct Sales Representative</h4>Location: Woodburn, Oregon greater market<h4>Opportunity to earn up to $85,000 or more with uncapped commissions!</h4>We offer a $32,000 base with a commission plan that allows you the freedom to exceed quota!&nbsp; (*See total compensation details below the job description). You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company.&nbsp;Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success.&nbsp; Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.The Direct Sales Representative is responsible for acquiring new customers for a top telecommunications company in the region. Astound Broadband powered by Wave provides a competitive base salary, uncapped commissions, paid training, excellent benefit packages including 401k, generous paid time off plans, mileage reimbursement and a company issued cell phone. The direct sales representative will build relationships with residential customers within our serviceable footprint.&nbsp;Where you will work:<ul><li>This is a dynamic opportunity to represent our residential direct sales initiatives, in the field based around the Woodburn, Oregon greater market</li></ul>A Day in the Life of the Direct Sales Representative, Single-Family:<ul><li>Prospect, qualify, and generate sales within an assigned territory</li><li>Identify and sell appropriate products and services to meet the customer’s needs</li><li>Sales or marketing background in telecommunications a plus&nbsp;</li><li>Engage in technical discussions with potential customers through demonstrations and presentations</li><li>Execute the sales strategy to increase sales within respective territories</li><li>Prepare sales information for customers</li><li>Distribute marketing material and participate in special sale events</li><li>Remain knowledgeable and up-to-date on changes and developments within the product/service line</li><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>Must have valid driver's license and reliable transportation</li><li>Proficient in Microsoft products&nbsp;</li><li>Other duties as assigned&nbsp;</li></ul>Education and Certifications:<ul><li>High school diploma or equivalent</li></ul>We are proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program *Benefits listed above are for regular full-time positions</li></ul>*Base salary: The base salary range for this position in Oregon state is $32,000, plus opportunities for bonus, benefits, commission, and sales incentives if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, geographical area, experience, and capabilities.&nbsp;*Commission component: Targeted commissions at full attainment are $56,940 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.<h4>Our Mission Statement:</h4>* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Astound Broadband

Astound

Direct Sales Representative

Come be a part of a community where all are welcome. A place where you can make a difference, inspire others—and be inspired.We are looking for associates with a passion for clothing, people, and sustainability.About us:Eileen FISHER creates simple, timeless shapes designed to work together effortlessly, season after season. We make our clothes to last—and then take them back to be reworn again or remade into entirely new designs. We believe in the fundamental potential of every person—our employees, our customers and those who make our clothes—and are committed to creating conditions that empower people. It’s all part of our commitment to doing business in a way that helps build a better industry. And a better future. EILEEN FISHER is one of the largest women’s fashion companies to be a certified B Corporation, which means we voluntarily meet high criteria for social and environmental performance, accountability, and transparency.Values Statement:As a founder lead Company, our values are deeply embedded in and shape our culture.&nbsp;Our values are the shared responsibility of every position and are intended to be infused in all that we do; how we show up, how we approach our work and how we interact with one another. Our values support our commitment to Diversity, Equity + Inclusion, and our commitment to Sustainability allows us to protect our limited natural resources, fight climate change and shift the fashion industry towards circularity.<ul><li>We are authentic.</li><li>We thrive in connection.</li><li>We trust each other.</li><li>We innovate through creativity.</li><li>We are committed to the health of the whole.</li><li>We are united by purpose.</li></ul>Position Summary:<ul><li>As Sales Associates you share positive energy and create an atmosphere of possibility with our customers. Promote our philosophy, values, and support our purpose and strategic objectives.</li><li>Demonstrate an ability to work in a fast-paced environment while utilizing exceptional customer service skills on the selling floor.</li><li>Use new technology and embrace all avenues of distribution as tools to service our customer.</li><li>Perform merchandising duties including steaming, folding, and displaying product according to EF visual standards.</li><li>Perform light cleaning tasks to maintain a clean and well-organized space (i.e., vacuuming, dusting, floor sweeping, etc.).</li><li>Perform open and close out procedures as needed.</li><li>Performs other related duties and assignments as required.</li></ul>Benefits:<ul><li>Monthly Store Bonus Incentives</li><li>Annual Company Bonus Plan</li><li>Employee Stock Ownership Plan</li><li>401(K)</li><li>Paid Time Off</li><li>Comprehensive Health Insurance for full-time employees (medical, dental, life ins, etc.)</li><li>Wellness Reimbursement Program (education, PTO related expenses, spa services, fitness/ exercise fees, etc.)</li><li>Uniform Allowance</li><li>Employee and Friends &amp; Family discount</li></ul><h4>Required Skills</h4> <h4>Required Experience</h4>Education:&nbsp;High school diploma or equivalent.<ul><li>Retail experience or service industry background required.</li><li>Excellent oral and written communication skills</li><li>Outstanding organizational skills and ability to handle multiple tasks.</li><li>Dedication to creating excellent customer experience.</li><li>Open-minded attitude towards experiencing our Brand and product, stylishly wardrobing self and customers.</li><li>Ability to adapt quickly and react positively to business needs and changes in strategies.</li><li>Ability to lift up to 40 lbs. at floor level and/or team lift when necessary.</li><li>Ability to climb short/tall ladders, twist, bend, and stoop to retrieve items from floor, shelves, and hooks.</li><li>Flexible schedule.</li></ul>The starting pay for this role is $16.00/hr. dependent upon experience and qualifications. In addition, we offer competitive benefits including a generous clothing allowance and a wellness reimbursement program.EILEEN FISHER, Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status.

Eileen Fisher

Retail Sales Associate- Bridgeport (Part Time)

<h4>Direct Sales Representative</h4>Location: Sheridan, Oregon greater market<h4>Opportunity to earn up to $85,000 or more with uncapped commissions!</h4>We offer a $32,000 base with a commission plan that allows you the freedom to exceed quota!&nbsp; (*See total compensation details below the job description). You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company.&nbsp;Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success.&nbsp; Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.The Direct Sales Representative is responsible for acquiring new customers for a top telecommunications company in the region. Astound Broadband powered by Wave provides a competitive base salary, uncapped commissions, paid training, excellent benefit packages including 401k, generous paid time off plans, mileage reimbursement and a company issued cell phone. The direct sales representative will build relationships with residential customers within our serviceable footprint.&nbsp;Where you will work:<ul><li>This is a dynamic opportunity to represent our residential direct sales initiatives, in the field based around the Sheridan, Oregon greater market</li></ul>A Day in the Life of the Direct Sales Representative, Single-Family:<ul><li>Prospect, qualify, and generate sales within an assigned territory</li><li>Identify and sell appropriate products and services to meet the customer’s needs</li><li>Sales or marketing background in telecommunications a plus&nbsp;</li><li>Engage in technical discussions with potential customers through demonstrations and presentations</li><li>Execute the sales strategy to increase sales within respective territories</li><li>Prepare sales information for customers</li><li>Distribute marketing material and participate in special sale events</li><li>Remain knowledgeable and up-to-date on changes and developments within the product/service line</li><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>Must have valid driver's license and reliable transportation</li><li>Proficient in Microsoft products&nbsp;</li><li>Other duties as assigned&nbsp;</li></ul>Education and Certifications:<ul><li>High school diploma or equivalent</li></ul>We are proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program *Benefits listed above are for regular full-time positions</li></ul>*Base salary: The base salary range for this position in Oregon state is $32,000, plus opportunities for bonus, benefits, commission, and sales incentives if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, geographical area, experience, and capabilities.&nbsp;*Commission component: Targeted commissions at full attainment are $56,940 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.<h4>Our Mission Statement:</h4>* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Direct Sales Representative- Residential

JOB SUMMARY:A Small Business Outside Sales Manager works under the direction of the Small Business Manager, performs and is responsible to process all business lending related functions and transactions for Small Business prospects and existing members. Identifies and offers lending solutions based on specific member needs. Focus on professional and exceptional member service to include co-workers and business partners.<h4>ESSENTIAL FUNCTIONS:</h4> <ul><li>Develop and execute a strategic plan to acquire new Small Business Members within the designated market segment, outside of direct internal referrals</li><li>Build strong relationships with small business owners and decision makers, understanding their unique financial needs and goals, to create a small business client pipeline</li><li>Source new existing Small Business Memberships through a combination of visiting local business owners, utilizing call lists and personal networks, and other resources. Occasionally partnering with OnPoint’s Branch network and Commercial Teams to support internal referrals.</li><li>Own the complex small business relationships, efficiently identifying business needs, recommending applicable products, and recommending referrals to other teams when appropriate.</li><li>Leverage an advanced understanding of Small Business lending products and comprehensive underwriting criteria to provide exclusive guidance to OnPoint’s Small Business Members. </li><li>Provide tailored recommendations to match the specific needs of their businesses, offering access to loan products with higher limits that align with their financial goals.</li><li>Coordinate opening new business accounts, business online banking services, and business loans for Small Business Members. </li><li>Focus on retention of current Small Business Members and work with Branches to present Group Banking opportunities.</li><li>Act as the primary source of contact for Small Business Members to deliver the highest quality member experience, and works with internal employees and departments to resolve issues. Partners with Business Deposit Officer and Commercial Relationship Manager to refer products and best serve business members.&nbsp; </li><li>Use the credit-scoring model as a tool, along with credit underwriting skills, to evaluate loan applications within Credit Union loan policy and makes determination for approval or denial within established credit limits. Refers applications in question or exceeding credit limits with recommendation to management for review.</li><li>Advise members of loan decisions, process necessary paperwork, secures collateral with accurate documentation while keeping safety and soundness of the Credit Union a priority.</li><li>Use a consultative approach and cross sell additional Credit Union products and services in order to meet/exceed established individual and/or team goals. Makes appropriate recommendations for commercial, digital, insurance and investment products and services.</li><li>Provide support to Small Business Relationship Manager team by processing direct Small Business referrals when volume necessitates.</li></ul>KNOWLEDGE, SKILLS &amp; COMPETENCIES:<ul><li>Previous experience working with business accounts.</li><li>Thorough knowledge of credit analysis, underwriting, administration, policy, and procedure.</li><li>Ability to profile members using a consultative selling approach.</li><li>Knowledge of finance and lending, including the processes involved in analyzing and interpreting information to achieve solid underwriting decisions and correct documentation.</li><li>Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.</li><li>Work effective as part of a team and contribute individually and consistently with the Branch to meet and exceed set goals determined by the Credit Union.</li><li>Ability to be self-directed and work under limited direct supervision.</li><li>Effective verbal and written communications skills.</li><li>Strong mathematical, problem-solving and negotiation skills.</li><li>Proven client service, interpersonal and relationship building skills.</li></ul>QUALIFICATIONS:<ul><li>High School diploma or GED required and Bachelor’s degree is preferred.</li><li>Minimum of 5 years of previous experience in business banking and sales within a financial institution or equivalent field with underwriting skills preferred</li><li>Experience with outside sales strongly preferred</li><li>Proven experience consistently achieving goals and top tier performance in the same or similar role is preferred.</li><li>Bilingual skills are highly desired.</li><li>This position may require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.</li></ul>PHYSICAL REQUIREMENTS:<ul><li>Reliable means of transportation is required. This individual will work onsite at a centralized location and travel to branches and businesses for appointments. Occasional remote work will be at managers discretion.</li><li>Occasional bending/lifting/pushing/pulling of objects up to 40lbs.</li><li>Frequent sitting and/or walking.</li><li>Requires close visual acuity.</li><li>Frequent use of hands to manipulate/grasp objects and forward reaching.</li><li>Use of computer keyboard, calculator, and other office equipment.</li></ul>

8 Sales Jobs in Oregon