Personal Banking & Lending Advisor
Koitecc Solutions
Koitecc Solutions in Portland, Oregon is seeking a dedicated customer service professional to engage with clients and identify suitable financial solutions. The role requires a focus on customer loyalty and personalized service, addressing both sales and service needs effectively. The ideal candidate will have 2-3 years of relevant experience, strong interpersonal and problem-solving skills, and a commitment to delivering exceptional customer experiences within the financial services industry. #J-18808-Ljbffr Koitecc Solutions
$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...Personal- 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...Personal
$102.5k - $187.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth... ...ambition is to be the C-suite advisor for insurance technology-enabled... ...capabilities and industry knowledge • Lend specific subject-matter... ...roles to work together in person 40-60% of the time over the course...PersonalWork experience placementSummer holidayFlexible hours- ...Business Unit Consumer & Community Banking Posting Date 10/20/2025, 02:5... ...Associate at J.P. Morgan Advisors, where you'll be at the heart... ...Advisors, providing personalized solutions and building lasting... ...liabilities planning, banking & lending solutions, mortgages and digital...PersonalFull timeLocal area
$83.29k - $149.91k
...Mechanics Bank is currently searching for a Compliance Risk Manager to join our team.... ...term relationships and working together in person. This role may be performed on-site at one... ...consumer protection and/or fair lending, with the willingness and fortitude to acquire...Personal16 hoursWork experience placementLocal areaRemote workWork from homeFlexible hours$103k - $185k
...Commercial Banking Underwriter About the Role: Responsible for underwriting, credit... ...decisions on loans and terms within established lending limits, or refers these issues to next... ...in all actions and words. Takes personal initiative and is a positive example for...Personal$41.71k - $69k
...SW Broadway Job Family Group: Retail Banking Sales & Service Delivers exceptional... .... everyday banking, retail investments, lending solutions, home financing (including business... .... * Makes credit recommendations for personal lending transactions, including home...PersonalContract workPart timeLocal areaImmediate startDay shift$20 - $26 per hour
...About the Role: The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank's Breakthrough Client Experience Standards. They will... ...for uncovering and originating consumer lending and some small business lending opportunities...PersonalImmediate start$20 - $27 per hour
...problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.... ...services. Demonstrated proficiency in consumer lending. Ability to accurately handle cash,... ...and expanding existing relationships with personal and business rapport. Ability to obtain a...PersonalHourly payImmediate 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 and... ...and making them feel that no bank will fight harder for them.... ...products, home equity, unsecured lending, certificates of deposit, etc....PersonalHourly payWork experience placementDay shift$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...Investment Services, Private Bank, Mortgage or Business Banking... ...we can have on their day, personally, professionally, and financially... ..., home equity, unsecured lending, certificates of deposit, etc...PersonalHourly payWork experience placementDay shift- ...meetings, and stakeholder coordination efforts Support mitigation banking efforts and regulatory compliance Assist with FOIA response... ...benefit covers medical, prescription drug, dental, and vision Personal Time Off (PTO) Policy plus paid holidays Highly competitive...PersonalTemporary workLocal areaFlexible hours
- ...the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology... ...with branch‑assigned clients, both in person and over the phone, to build lasting... ...regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd...PersonalImmediate startAfternoon shift
$21 - $30 per hour
...role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National... ...relationships with customers by supporting everyday banking needs through in‑branch interactions,... ...segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment...PersonalHourly payFull timeWork experience placementFlexible hours- ...role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National... ...relationships with customers by supporting everyday banking needs through in‑branch interactions,... ...segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment...PersonalFull timeWork experience placementFlexible hours
$145k - $175k
...Senior Wealth Advisor Job Summary This position ensures the growth and development... ..., and retaining wealth management and banking clients. This role will also include strategies... ...and research. · Maintains and updates personal knowledge to stay current with trends in...PersonalTemporary workWork at office- 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...Personal
- ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops... ...relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and...PersonalFull time
- ...TITLE : Relationship Banking Manager REPORTS TO : Market President FLSA : Exempt CATEGORY : Full Time SHIFT : Monday... ...New Accounts and CIP. # Operates computer terminal or personal computer to process account activity, determine balances and resolve...PersonalFull timeImmediate startMonday to FridayShift workNight shift
$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... ...engagement, opening accounts, and ensuring compliance with banking procedures. Candidates should have a high school...PersonalHourly pay$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team... ...investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay 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... ...relationships, achieving sales targets, and ensuring compliance with banking practices. Candidates should have at least 1 year of experience...PersonalHourly pay- KeyCorp is seeking a Personal Banker in Lake Oswego, Oregon. This role involves engaging with clients to provide personalized financial... ...Responsibilities include opening accounts, providing guidance on banking products, and ensuring compliance with policies. The position...Personal
$18 - $25.14 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role you will: Participate in delivery of exceptional customer experience...PersonalWork experience placementWork at officeImmediate start- ...Private Client Banker in Branch Banking, you are the main point of... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree,... ...services, including personal banking, credit cards, mortgages...PersonalImmediate startAfternoon shift
- ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...and proactively meet with them, both in person and over the phone, to build lasting... ...regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the...PersonalImmediate startAfternoon shift
- ...utmost hospitality, delivering the latest banking solutions and cutting-edge financial... ...Excellent communication skills, both in person and over the phone, with proven ability to... ...affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd...PersonalImmediate startAfternoon shift
$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment... ...with members to deliver personalized, goals-based financial advice... ...advocate Experience working in a bank or credit union environment... ...Special employee pricing on lending products such as mortgage, auto...PersonalWork at officeImmediate start$68.64k - $80k
...LPL Financial collaborates with banks to provide a comprehensive suite of financial services... ...Bank invites you to join our employee advisor model as a Wealth Advisor affiliated... ...communities and committed to meeting the banking, lending and wealth management needs of its...Work at officeLocal area- ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team committed... ...insights of Merrill coupled with the banking convenience of Bank of America....PersonalWork at officeLocal areaImmediate startShift workDay shift
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