Last updated: 2025-05-22

19 Financial Services Sales And Management jobs in Portland.

Hiring now: Banker @ Banner Ban, Sr Branch Mgr @ First Tech, Consumer Loan Sales Spec @ Onemain Fi, Middle Market Relationshi @ Umpqua Ban, Underwriter @ Markel, Ecommerce Sales Exec @ Mercury, Relationship Management C @ Lincoln Fi, Loan Officer Associate @ Lennar.Explore more at at kaamvaam.com

🔥 Skills

business development (4) relationship management (4) portfolio management (3) financial performance (3) Customer Service (3) client relationship (3) regulatory compliance (3) customer experience (3) operations (2) stakeholder engagement (2)

📍 Locations

Portland (6) Lake Oswego (5) Hillsboro (4) Beaverton (2) Oregon City (1) Vancouver (1)
🔍 Go to full job search

Banner Bank

Banker Beaverton
Skills & Focus: client, transactions, financial goals, Bank products, Telephone conversations, Team contributor, Punctuality, Reliability, assist, refer
About the Company: A trusted financial institution with more than 150 locations across Washington, Oregon, Idaho, and California, recognized as one of the Best 100 Banks in Ameri…

First Technology Federal Credit Union

Senior Branch Manager Beaverton
Skills & Focus: operations, member relationships, team leadership, performance feedback, risk management, vendor relationships, strategic direction, CRM software, retail operations, financial services
About the Company: First Technology Federal Credit Union is a financial institution focused on providing quality services and products to its members.
Experience: Minimum 5 years’ experience in retail operations; Minimum 3 years’ experience leading people or teams.
Salary: $94,000 to $125,000 annual plus quarterly incentive
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5% per pay period; Accrue up to 17 days of Paid T…
Senior Director, Deposit Products Hillsboro
Skills & Focus: deposit products, strategic oversight, product lifecycle, portfolio management, digital product growth, market research, performance analysis, coaching, stakeholder engagement, financial performance
Experience: Minimum 10 years’ experience in a financial services organization, inclusive of product management; Minimum 7 years’ experience in product management.
Salary: $150,000 to $180,000 + annual bonus
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5%; Accrue up to 17 days of Paid Time Off; 11 pai…
Mortgage Relationship Manager II Hillsboro
Skills & Focus: mortgage, sales, customer service, event planning, business development, marketing, product adoption, relationship building, presentation skills, strong communication
Experience: Minimum 2 years’ experience in sales, customer service and/or event planning, preferably in the mortgage lending sector
Salary: $67k - $72k annually + annual bonus
Type: Hybrid
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, Accrue up to 17 days of Paid T…

Onemain Financial

Consumer Loan Sales Specialist Hillsboro
Skills & Focus: Consumer Lending, Sales, Customer Relationships, Financial Solutions, Insurance Products, Credit Underwriting, Debt Consolidation, Customer Service, Loan Process, Financial Well-being
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Umpqua Bank

Middle Market Relationship Manager Lake Oswego
Skills & Focus: relationship banking, business development, middle market, credit acumen, portfolio management, client relationship, financial performance, credit solutions, portfolio growth, banking
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They support cust…
Experience: 7-10 years in commercial banking, experience with Middle Market clients less than 2 years
Salary: $103,000 - $190,000
Type: Full-time
Benefits: Comprehensive healthcare, 401(k) with employer match, tuition assistance, mental health resources, paid time off, and m…

Markel Group

Underwriter Lake Oswego
Skills & Focus: underwrite, contract bonds, risk assessment, marketing, tactical sales plans, account retention, business opportunities, negotiates, premium growth, surety rate manual
About the Company: Markel Group (NYSE – MKL) is a fortune 500 company with over 60 offices in 20+ countries, providing insurance, reinsurance, specialist advisory and investment …
Experience: 3 - 5 years in an underwriting capacity
Type: Full-time
Benefits: Competitive benefit programs including health, dental and vision insurance, 401(k) with employer match, Employee Stock …

Umpqua Bank

Commercial Client Services Representative Lake Oswego
Skills & Focus: client relationship, customer service, banking experience, Treasury Management, account operations, business analysis, communication skills, regulatory compliance, problem resolution, teamwork
About the Company: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. Following the recen…
Experience: 2-4 years of banking experience
Salary: $23.00-$28.00
Type: Full-time
Benefits: We offer a competitive total rewards package including comprehensive healthcare coverage, a 401(k)-retirement savings p…
Middle Market Relationship Manager Lake Oswego
Skills & Focus: Middle Market, relationship management, banking, business development, commercial, credit solutions, financial advisory, client relationships, consultative sales, team collaboration
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 4-7 years of relevant Middle Market banking experience
Salary: $89,000.00 - $160,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan, employee assistance program, life and disability ins…
Middle Market Relationship Manager Lake Oswego
Skills & Focus: relationship banking, middle market, business development, client relationship, credit acumen, portfolio management, financial performance, client solutions, relationship management, credit policies
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They support cust…
Experience: 7-10 years of relevant commercial banking experience, with less than 2 years serving Middle Market clients with $15MM+ annual revenue
Salary: $103,000 - $190,000
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life insurance, disability …

Onemain Financial

Loan Sales Specialist Oregon City
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Management Development, Finance, Entry level, Customer Experience
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Banner Bank

Client Relationship Consultant Portland
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…

Mercury

eCommerce Sales Executive Portland
Skills & Focus: eCommerce, sales pipeline, prospect, close, pipeline management, financial tools, credit products, sales cycles, merchant needs, capital offers
About the Company: Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC.
Experience: 1 year+ of closing experience as an account executive
Salary: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $134,600 - $168,200; US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $121,100 - $151,400; Canadian employees (any location): 127,100 - 158,900 CAD
Type: Full-time
Benefits: The total rewards package at Mercury includes base salary, equity, and benefits.
Credit & Underwriting Strategist Portland
Skills & Focus: underwriting, credit risk, analytics, B2B lending, data-driven, credit decisions, financial analysis, stakeholder engagement, regulatory compliance, risk assessment
About the Company: Mercury is hiring a Credit & Underwriting Strategist. Our Credit & Underwriting team is looking for an experienced individual contributor to help scale our cre…
Experience: 5+ years in credit, underwriting, analytics, or risk roles
Salary: $142,900 - 160,700
Type: Full-time
Benefits: The total rewards package at Mercury includes base salary, equity (stock options), and benefits.

Lincoln Financial

Relationship Management Consultant Portland
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
Relationship Management Specialist, Local Market Account Management Portland
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Mercury

Senior Manager - Treasury Operations Portland
Skills & Focus: Treasury, operations, brokerage, account onboarding, trade processing, regulatory compliance, team efficiency, financial technology, customer experience, performance metrics
About the Company: Mercury is building a complete finance stack for startups, working hard to create the easiest and safest banking experience possible to simplify entrepreneurs'…
Experience: 5 years of firsthand experience with operational management processes at a fintech or other financial institution, with 3 years of direct exposure to broker-dealer and/or RIA operations.
Salary: $171,200 – $214,000 for US employees in specific high-cost locations; $154,100 – $192,600 for US employees outside of those areas; CAD 161,800 – 202,200 for Canadian employees.
Type: Full-time
Benefits: Total rewards package includes base salary, equity (stock options), and benefits.

Lennar

Loan Officer Associate Vancouver
Skills & Focus: Loan Officer, Customer Service, Mortgage Process, Training, Collaboration, Business Development, Customer Centric, Operational Support, Educational Sessions, Relationship Management
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Salary: $16.28 - $21 per hour
Type: Full-Time
Benefits: Robust health insurance plans, 401(k) Retirement Plan with company match, Paid Parental Leave, Education Assistance Pro…