In‑Person Member Banking Specialist & Financial Advisor
First Tech Federal Credit Union
First Tech Federal Credit Union is looking for a Relationship Banker in Beaverton, Oregon. In this role, you will be a frontline financial partner, assisting members with their financial transactions and providing tailored support. You'll be part of a dynamic sales team focused on enhancing member satisfaction. The ideal candidate will possess strong customer service skills and a passion for helping clients achieve their financial goals. This full-time position requires in-person engagement at our Tanasbourne Experience Center. #J-18808-Ljbffr First Tech Federal Credit Union
$20 - $26 per hour
...About the Role: The Personal Banker is responsible... ...experience by adhering to the bank's Breakthrough Client... ...prospects in client financial review(s) and business... ...to the Client Service Specialists by contributing to the... ...to mentor other team members about products,...SuggestedImmediate start$20.67 - $31.25 per hour
...Personal Banker Location: 4735 SW Hall Boulevard - Beaverton, Oregon... ...Be a problem solver, trusted advisor, and partner to the people... ...to assist in client's financial wellness both in person and through... ...and making them feel that no bank will fight harder for them....SuggestedHourly payWork experience placementDay shift$20.67 - $31.25 per hour
KeyBank in Portland, Oregon is seeking a Personal Banker to engage clients and provide tailored financial solutions. This role involves building relationships, achieving... ...sales targets, and ensuring compliance with banking practices. Candidates should have at least 1 year...SuggestedHourly pay- ...Raymond James Financial Services, Inc. Financial Advisor OnPoint Community Credit Union... ...investment program by assisting members to make sound investment... ...with an emphasis on personalized goals-based planning... ...services (i.e. Investments, Banking, or other related field)...SuggestedTemporary workLocal area
- KeyCorp is seeking a Personal Banker in Lake Oswego, Oregon. This role involves engaging with clients to provide personalized financial wellness solutions and achieve sales goals. The ideal... ...accounts, providing guidance on banking products, and ensuring compliance with...Suggested
- ...Associate Business Client Advisor (Credit Analyst) Reports To: Commercial Banking Team Leader Category: Full... ...credit reports, business and personal tax returns, financial statements, cash flows, and... ...functions in the absence of staff members or in overload situations....Full timeWork at officeImmediate startMonday to FridayShift work
$20 - $27 per hour
...clients and prospects in client and business financial reviews to provide solutions, uncover... ...problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.... ...and expanding existing relationships with personal and business rapport. Ability to obtain a...Hourly payImmediate start- ...our Consumer, Small & Business Banking division, as a part of our... ...community, helping provide the financial service backbone for its... ...professionalism with customers and team members Experience working with... ...candidates, including women, persons with disabilities, aboriginal...Full timePart timeWork experience placementLocal areaWeekend work
- ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops... ...and handling customers' banking needs, obtaining and processing... ...brokerage products to Financial Specialist or the appropriate Financial Consultant...Full time
$20.67 - $31.25 per hour
A financial institution in Lake Oswego is seeking a Personal Banker to serve as a trusted advisor for clients. Responsibilities include building financial wellness through proactive... ...accounts, and ensuring compliance with banking procedures. Candidates should have a high...Hourly pay$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment,... ...advocate Experience working in a bank or credit union environment preferred...Work at officeImmediate start$25.49 - $31.15 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...to make better and smarter financial decisions and enabling the... ...shared ambition to life, and each person is unique in their potential.... ...partnerships with branch team members and partners to best serve...Temporary workLocal area$25.49 - $31.15 per hour
...Relationship Consultant At U.S. Bank, we're on a journey to do our... ...to make better and smarter financial decisions and enabling the... ...shared ambition to life, and each person is unique in their potential.... ...partnerships with branch team members and partners to best serve clients...Temporary work$19.23 - $28.37 per hour
...a problem solver, trusted advisor, and partner to the people... ...and businesses in our Key Bank communities. FWA's split their... ...to assist in client's financial wellness, both in person and through proactive calling... ...coordination among team members to ensure time is spent in...Hourly payWork experience placementWork at officeDay shift$119.77k - $140.9k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...to make better and smarter financial decisions and enabling the... ...shared ambition to life, and each person is unique in their potential.... ...This role is hybrid. Team members who are in a hybrid role typically...Temporary workWork experience placementLocal area3 days per week$41.71k - $69k
...Job Family Group: Retail Banking Sales & Service Delivers exceptional... ...and guidance regarding financial solutions that are in the... ...Makes credit recommendations for personal lending transactions,... ...procedures. * Acts as a key member of a collaborative and versatile...Contract workPart timeLocal areaImmediate startDay shift- ...Intern REPORTS TO: SVP, Commercial Banking Team Leaders (Team Lead) FLSA: Non... ...of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis... ...to assist customers and staff members at various locations within the Bank....Full timeInternshipImmediate startMonday to Friday
- ...TITLE : Relationship Banking Manager REPORTS TO : Market President FLSA : Exempt... ...values. We want all of our community members from owners of large food and beverage... ...CIP. # Operates computer terminal or personal computer to process account activity, determine...Full timeImmediate startMonday to FridayShift workNight shift
- Columbia Bank seeks an individual to provide exceptional client service and manage financial accounts. This role involves engaging clients in financial reviews to identify needs, and opening both consumer and business accounts. The ideal candidate has a High School Diploma...
$41.71k - $69k
A leading financial institution in Portland, Oregon, seeks a driven individual to deliver exceptional customer service and provide tailored financial solutions. The role involves assessing customer needs, engaging in consultative sales, and collaborating with branch teams...- ...our Consumer, Small & Business Banking division, as a part of our... ...community, helping provide the financial service backbone for its... ...professionalism with customers and team members ~ Experience working with... ...candidates, including women, persons with disabilities, aboriginal...Part timeWork experience placementLocal area
- ...trust, and pride— and empower every team member to do the right thing! Position Summary:... ...and strengthening the organization’s financial position by driving disciplined liquidity... ...making Oversee and strategically manage banking relationships, optimizing account structures...Temporary workFlexible hours
- A financial services provider in Portland, Oregon seeks a Retail Banking Sales & Service professional to deliver exceptional customer service and financial solutions. The role requires 2-3 years of experience in consumer banking and a post-secondary degree. The ideal candidate...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...client experience Build personalized, holistic financial plans... ...adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern... ...), a federal savings bank. NM and its subsidiaries are...Full timeContract workFor contractorsWork at office- ...moments with the right financial services and insurance products... .... Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors,... ...balance their careers and personal interests. We Offer... ...Accredited Asset Management Specialist (AAMS) ~ Chartered...Contract workFor contractorsWork at office
$25.49 - $31.15 per hour
...U.S. Bank Client Relationship Consultant At U.S. Bank, we're... ...serve to make better and smarter financial decisions and enabling the... ...shared ambition to life, and each person is unique in their potential.... ...partnerships with branch team members and partners to best serve clients...Temporary work$25.49 - $31.15 per hour
...relationships with customers via in‑person, appointment, and virtual... ...and attend to customers’ banking needs, obtain and process customer... ..., learning about their financial needs and channel preferences... ...Collaborate with branch team members and partners to serve clients...Hourly payTemporary work$21.68 - $26.5 per hour
...channels, providing tailored financial counsel and ensuring a digital... ...relationships with customers via in‑person, by appointment, and virtually to assess and meet their banking needs. Obtain and process... ...partnerships with branch team members and partners to best serve clients...Hourly payTemporary work- Job Overview As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, you will obtain Securities Industry licenses and receive dedicated training, then build, manage, and deepen client relationships while delivering core banking and investment solutions. The...Local areaMonday to FridayShift workDay shift
- Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) to obtain industry licenses and enhance client relationships through core banking and investment solutions. You will receive dedicated training and be supported by various resources throughout...
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