Finance OPT Jobs in Oregon
F-1 OPT finance jobs in Oregon are concentrated in Portland, where employers like Umpqua Bank, OnPoint Community Credit Union, and Pacific Premier Bank have histories of hiring international talent. The state's growing fintech sector adds opportunities beyond traditional banking, though competition for sponsored roles in smaller markets means targeting employers with established OPT hiring programs matters.
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PenFed is hiring a Customer Service Representative to work onsite at our Eugene, Oregon Service Center. The primary purpose of this position is to provide best-in-class member service by answering incoming calls, providing basic account and product information while performing account transactions and maintenance. This position will also be responsible for educating members on a wide variety of products and services and making recommendations for the member's financial needs. This is a fast-paced call center environment which requires the incumbent to take a high volume of calls daily. The incumbent must successfully complete the member service training program including on-the-job training and call monitoring.
The expected start date for this position is October 12th, 2026.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
- Answer persistent inbound member calls and accurately complete requested transactions regarding PenFed deposit, credit cards, and loan products.
- Provide a Best-in-Class member experience in all member interactions.
- Answer member inquiries via chat functionality and outbound calls.
- Calmly research, resolve, and de-escalate member questions or issues.
- Resolve problems that are within authority to resolve. Refer problems that are beyond authority to resolution team, along with recommendations for resolution.
- Update member records and document member calls.
- Act as a liaison between members and various departments.
- Maintain working knowledge of PenFed deposit, credit cards, and loan products.
- Participate in team meetings to ensure objectives are being met.
- Meet cross-selling and productivity metrics each month.
- Successfully complete different phases of training consisting of different call topics.
- Educate members on PenFed products and services to best support their financial goals.
- Efficiently navigate multiple banking platforms via internet browsers and other software.
- Perform other related duties as assigned.
Qualifications
Equivalent combination of education and experience is considered.
- Associate's degree or 1 year of college-level education or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
- A minimum of one (1) year customer service experience in a call center, service-oriented environment, or financial setting preferred.
- Excellent verbal and written communication skills required.
- Exceptional time management skills required.
- Ability to work in a fast-paced, phone queue/call center environment.
- Demonstrated proficiency in standard business computer operations, internet applications, web browsers, e-mail, and various Windows-based software applications.
- Ability to work in multiple systems to obtain account data and complete research and requests for members and applicants in a timely manner.
- Ability to present a consistently positive and professional presence over the phone.
- Ability to adapt and embrace changes in organization, processes and systems as needed.
- Experience using A.I. tools preferred.
Competency Requirements
Service Level 1
- Obtain the essential understanding of PenFed's products & services.
- Complete Member Service training and pass the Service Level I assessment test.
- Complete the minimum required compliance training for Service Level I role.
- Meet the score card requirements in Quality and Efficiency.
- Understand how the job contributes to departmental goals.
- Describe the core products or services of the organization.
- Comply with policy, rules, and regulations.
- Set goals to improve personal performance.
- Keep track of one's work schedule and attend meetings as scheduled and on-time.
Service Level 2
- Demonstrate thorough understanding of PenFed's products & services.
- Complete the second level of Member Service training and pass the Service Level II assessment test within the first 6-months of employment.
- Complete remaining compliance training requirements for the Member Service role within the first 6-months of employment.
- Meet or exceed the score card requirements in Quality and Efficiency.
- Set goals to improve personal performance.
- Keep track of one's work schedule and attend meetings as scheduled and on-time.
Supervisory Responsibility
The role will not supervise employees.
Licenses and Certifications
There are no additional certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Ability to travel to various worksites may be required.
Pay Transparency
The anticipated starting hourly range for this role is $19.00 - $22.00.
This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935. Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country. With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at Careers@PenFed.org.
Job Overview
PenFed is hiring a Customer Service Representative to work onsite at our Eugene, Oregon Service Center. The primary purpose of this position is to provide best-in-class member service by answering incoming calls, providing basic account and product information while performing account transactions and maintenance. This position will also be responsible for educating members on a wide variety of products and services and making recommendations for the member's financial needs. This is a fast-paced call center environment which requires the incumbent to take a high volume of calls daily. The incumbent must successfully complete the member service training program including on-the-job training and call monitoring.
The expected start date for this position is October 12th, 2026.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
- Answer persistent inbound member calls and accurately complete requested transactions regarding PenFed deposit, credit cards, and loan products.
- Provide a Best-in-Class member experience in all member interactions.
- Answer member inquiries via chat functionality and outbound calls.
- Calmly research, resolve, and de-escalate member questions or issues.
- Resolve problems that are within authority to resolve. Refer problems that are beyond authority to resolution team, along with recommendations for resolution.
- Update member records and document member calls.
- Act as a liaison between members and various departments.
- Maintain working knowledge of PenFed deposit, credit cards, and loan products.
- Participate in team meetings to ensure objectives are being met.
- Meet cross-selling and productivity metrics each month.
- Successfully complete different phases of training consisting of different call topics.
- Educate members on PenFed products and services to best support their financial goals.
- Efficiently navigate multiple banking platforms via internet browsers and other software.
- Perform other related duties as assigned.
Qualifications
Equivalent combination of education and experience is considered.
- Associate's degree or 1 year of college-level education or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
- A minimum of one (1) year customer service experience in a call center, service-oriented environment, or financial setting preferred.
- Excellent verbal and written communication skills required.
- Exceptional time management skills required.
- Ability to work in a fast-paced, phone queue/call center environment.
- Demonstrated proficiency in standard business computer operations, internet applications, web browsers, e-mail, and various Windows-based software applications.
- Ability to work in multiple systems to obtain account data and complete research and requests for members and applicants in a timely manner.
- Ability to present a consistently positive and professional presence over the phone.
- Ability to adapt and embrace changes in organization, processes and systems as needed.
- Experience using A.I. tools preferred.
Competency Requirements
Service Level 1
- Obtain the essential understanding of PenFed's products & services.
- Complete Member Service training and pass the Service Level I assessment test.
- Complete the minimum required compliance training for Service Level I role.
- Meet the score card requirements in Quality and Efficiency.
- Understand how the job contributes to departmental goals.
- Describe the core products or services of the organization.
- Comply with policy, rules, and regulations.
- Set goals to improve personal performance.
- Keep track of one's work schedule and attend meetings as scheduled and on-time.
Service Level 2
- Demonstrate thorough understanding of PenFed's products & services.
- Complete the second level of Member Service training and pass the Service Level II assessment test within the first 6-months of employment.
- Complete remaining compliance training requirements for the Member Service role within the first 6-months of employment.
- Meet or exceed the score card requirements in Quality and Efficiency.
- Set goals to improve personal performance.
- Keep track of one's work schedule and attend meetings as scheduled and on-time.
Supervisory Responsibility
The role will not supervise employees.
Licenses and Certifications
There are no additional certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Ability to travel to various worksites may be required.
Pay Transparency
The anticipated starting hourly range for this role is $19.00 - $22.00.
This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935. Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country. With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at Careers@PenFed.org.
OPT Finance Job Roles in Oregon
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Search Finance Jobs in OregonFinance OPT Sponsorship Jobs in Oregon: Frequently Asked Questions
Which finance companies sponsor F-1 OPT visas in Oregon?
Portland-headquartered financial institutions are the most active sponsors for F-1 OPT candidates in Oregon. Umpqua Bank, OnPoint Community Credit Union, and Regence BlueCross BlueShield (which includes financial operations roles) appear regularly in OPT hiring. National firms with Oregon offices, including Wells Fargo, U.S. Bank, and Fidelity Investments, also hire OPT candidates in finance roles, though sponsorship availability varies by department and position level.
Which cities in Oregon have the most finance F-1 OPT sponsorship jobs?
Portland accounts for the large majority of finance F-1 OPT sponsorship jobs in Oregon. Its concentration of regional bank headquarters, insurance companies, and fintech firms creates the broadest range of opportunities. Salem, as the state capital, has some public finance and government-adjacent roles. Eugene has limited finance sponsorship activity, primarily tied to the University of Oregon and small regional firms, making Portland the clear primary target for OPT candidates.
What types of finance roles typically qualify for F-1 OPT sponsorship in Oregon?
Roles that most commonly qualify include financial analyst, credit analyst, risk analyst, compliance analyst, investment operations associate, and accounting positions that require a degree in finance, accounting, economics, or a related field. These roles align with the specialty occupation standard needed for eventual H-1B visa sponsorship. General teller or retail banking positions rarely qualify for OPT sponsorship because they typically do not require a bachelor's degree in a specific field.
How do I find finance F-1 OPT sponsorship jobs in Oregon?
Migrate Mate filters job listings specifically by visa type and state, so you can search for finance F-1 OPT roles in Oregon directly without sorting through positions that don't offer sponsorship. This saves significant time compared to general job searching. Focus your search on Portland-based employers and filter by finance or banking categories. Applying to roles at companies with documented OPT hiring histories in Oregon improves your odds considerably.
Are there any Oregon-specific considerations for F-1 OPT sponsorship in finance?
Oregon's finance sector is smaller than California or New York, which means fewer total openings but also less competition for OPT-friendly roles at regional institutions. Oregon has no state income tax on wages earned outside the state, but residents pay state income tax, which is worth understanding during offer negotiations. F-1 OPT candidates in finance should also confirm their role qualifies under STEM OPT extension criteria if they hold a STEM-designated finance or quantitative degree, since that extends authorized work to 36 months total.