19 Results for

Financial Services Jobs in Bend, OR

Jobs

Bend, Oregon9 days ago

Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Bend, OR30+ days ago

$75,000–$150,000

We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships.

Redmond, OR30+ days ago

$125,000–$175,000

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Bend, OR30+ days ago

Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

New!

Bend, OR4 days ago

Position Summary: The Patient Service Representative (PSR) is responsible for a variety of administration functions, including, but not limited to: greeting patients/families, schedulingappointments and tests in an efficient and timely manner, answering the telephone promptly and dealing with the caller's needs in a professional manner, collecting cash payments, issuing receipts and posting payments, daily extensive computer use navigating multiple applications. Promptly answers the telephone, directs all calls appropriately, takes an accurate message and delivers to the appropriate individual/demonstrates appropriate etiquette.

Bend, OR12 days ago

Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.

New!

Bend, OR2 days ago

The Patient Service Representative (PSR) is responsible for a variety of administration functions, including, but not limited to: greeting patients/families, scheduling appointments and tests in an efficient and timely manner, answering the telephone promptly and dealing with the caller's needs in a professional manner, collecting cash payments, issuing receipts and posting payments, daily extensive computer use navigating multiple applications. Our primary, multispecialty, and urgent care providers serve millions of patients in traditional practices, patients' homes and virtually through VillageMD and our operating companies Village Medical, Village Medical at Home, Summit Health, CityMD, and Starling Physicians.

New!

REDMOND, OR6 days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

New!

Bend, OR4 days ago

$65,900–$140,800 Per Year

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Bend, OR30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Bend, OR21 days ago

ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Greg Elder - State Farm Agent, you are vital to our daily business operations and customers’ success. I’m a parent to three daughters, and our family loves skiing — something that carries into our office culture with planned team ski days and shared experiences outside of work.

Bend, OR30+ days ago

Part-time

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Bend, OR30+ days ago

BEND, OR30+ days ago

Remote

$500–$30,000

As an Entry Level Sales Rep, you will be responsible for utilizing your computer skills to follow up with leads, build relationships with clients, and match clients with appropriate . We are seeking a motivated and goal-oriented Entry Level Sales Representative to join our remote team in the Financial Services industry.

Redmond, Oregon15 days ago

$80,000–$110,000 Per Year

To Apply: If you're passionate about sales, have a proven track record in coaching others, are committed to serving and strengthening community, and relentless in your drive for personal and professional growth, we want to hear from you! Curriculum Mastery: Learn and internalize all company sales processes, materials, and strategies, and translate these into effective training modules and workshops for others.

Bend, OR28 days ago

Remote

In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. We are looking for a motivated and coachable entry-level sales representative to join our growing financial services team.

Bend, Oregon17 days ago

$80,000–$110,000 Per Year

Master existing training programs while contributing to the development and execution of new ones, ensuring the sales team is equipped with the knowledge, skills, and strategies needed to close deals and exceed their goals. To Apply:If you're passionate about sales, have a proven track record in coaching others, are committed to serving and strengthening community, and relentless in your drive for personal and professional growth, we want to hear from you!

New!

Bend, ORToday

$21–$23 Per Hour

This role proactively identifies members’ needs, recommends appropriate products and services, and ensures all interactions reflect OCCU’s commitment to enriching lives. Individuals who are dedicated to delivering exceptional member service, have a passion for finance, and aspire to make a positive impact in the lives of others are encouraged to submit their applications.

Bend, OR30+ days ago

Greg Elder - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. Effective customer service and interpersonal skills, including the ability to create, build, and maintain relationships with internal and external parties.

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Financial Services Jobs in Bend, OR

Retail Customer Service Associate FedEx

Financial Consultant , Financial Advisor WealthBridge Financial Group

Managing Director, Financial Advisor WealthBridge Financial Group

Customer Service Representative - State Farm Agent Team Member Ryan Walker - State Farm Agent

Patient Service Representative VillageMD

Retail Customer Service Associate FedExGround

Patient Service Representative Summit Health

Customer Service Representative - State Farm Agent Team Member Jake Waardenburg - State Farm Agent

Client Service Manager (Accounting) Oliver Wyman

J.P. Morgan Wealth Management - Private Client Advisor - Bend, OR JPMorgan Chase Bank, N.A.

Account Associate - State Farm Agent Team Member Greg Elder - State Farm Agent

Part Time Associate Banker South Central OR - Bend/Redmond (30 Hours) JPMorgan Chase Bank, N.A.

Account Associate - State Farm Agent Team Member Ryan Walker - State Farm Agent

Entry Level Sales Rep Reid Agency

Insurance Sales Representative and Trainer R.I.S.E. Financial

Sales Representative Oak Ridge Recruiting

B2B Sales Representative & Trainer R.I.S.E. Financial

Teller (Bend, OR) Oregon Community Credit Union

Intern - State Farm Agent Team Member Greg Elder - State Farm Agent

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