Financial Wellness & Banking Advisor
Keybank, National Association
KeyCorp is seeking a Personal Banker in Eugene, Oregon to engage with clients, enhancing their financial wellness through tailored solutions. The role requires at least a high school diploma and 1 year of relevant experience in sales and customer relationship management. The ideal candidate will excel in communication and teamwork, ensuring compliance while assisting clients in opening accounts and financial planning. A competitive hourly rate is offered along with comprehensive benefits. #J-18808-Ljbffr
- ...ground floor. The first foray int o the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure... ...development experience (highly preferred) * Knowledge of brokerage/banking products and services * Strong client relationship building...Financial
- ...U.S. Bank in Springfield, OR is looking for a Business Banking Relationship Manager to help business clients achieve their financial goals. This role involves establishing strong relationships, providing tailored financial solutions, and collaborating across teams. The...FinancialWork at officeRemote workFlexible hours
$19 - $23 per hour
...referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating... ...in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions...FinancialImmediate start- ...opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home... ...consultations with clients to understand their financial goals and assess their eligibility for... ...broadcasted aloud/viewed on a screen, as well as print and other media....FinancialMinimum wageWork at officeLocal areaMonday to Friday
$20 per hour
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...Preferred Skills/Experience Well-developed sales ability Basic knowledge...FinancialTemporary workLocal areaRemote work3 days per week$115k - $145k
...responsibilities such as: Developing financial and economic models; Analyzing large datasets... ...used in your day-to-day casework, as well as soft skills that will help you... ...cover topics in a broad range of industries, banking, securities, fintech, private equity, insurance...FinancialFull timeWork experience placementLocal area$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...a plan-based approach to financial advice. As a PCB, you will deliver... ...in their financial wellness by assessing their financial... ...Investment Services, Private Bank, Mortgage or Business Banking...FinancialHourly payWork experience placementFlexible hoursDay shift- ...offering a unique brand of relationship banking and fostering a culture where associates... ...our broader purpose. Think of us as financial partners, because at Columbia, we believe... ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is...FinancialImmediate start
$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness both in person and through proactive calling... ...clients and making them feel that no bank will fight harder for them. Essential...FinancialHourly payWork experience placementDay shift$86.36k - $101.6k
...Business Banking Relationship Manager At U.S. Bank, we're on a... ...serve to make better and smarter financial decisions and enabling the... ...Relationship Managers are the primary advisor for our business clients and... ...development abilities Well-developed analytical and...FinancialTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$130k - $140k
...to offer employees a path to financial independence through retirement... ...Wace and Baillie Gifford, as well as top investors such as... ...brokers, CPA's and financial advisors in the SMB space Create and... ...applicants for their financial or banking information as part of our...FinancialLocal areaImmediate startWork from home3 days per week$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ...Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...FinancialHourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of... ...Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning...FinancialHourly payContract workWork experience placementRemote workFlexible hours$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ...Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...FinancialHourly payContract workFor contractorsWork experience placementRemote work$19 per hour
...go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most...Financial- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible... ...teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how...FinancialWork at officeShift workWeekend workDay shift
- ...unexpected moments with the right insurance products. COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to... ...products and services. Collaborate with COUNTRY Trust Bank® Financial Advisors to inform clients of our financial products and services....FinancialContract workFor contractorsWork at office
$70k - $90k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Banner Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...FinancialWork at officeLocal area- ...Tuition assistance Vision insurance Wellness resources Education and Experience... ...assigned engagements Review workpapers and financial statements (GAAP and OCBOA), answer... ...Identify potential issues related to bank covenants early in the project and bring...FinancialRelocation packageFlexible hours
- ...and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company...FinancialContract workFor contractorsWork at office
- ...Accountant is responsible for supporting a wide range of accounting and financial activities, contributing to the effectiveness and efficiency of... ...and reconciled. Assist with cash management functions, banking relationships, and treasury-related activities. Ensure...Financial
- ...Wealth Advisor Oregon Pacific Wealth Management (OPWM) A Registered Investment Advisor... ...for helping clients achieve their financial goals. We specialize in holistic financial... ...increase personal satisfaction and improve the Bank. Team Play. We win together....FinancialWork at office
- ...the firm’s external Registered Investment Advisor (RIA). This role does not provide... ...administration, trading support, or related financial services Certifications: CFP is preferred... ...as needed. Be knowledgeable of bank compliance rules and adhere to Bank, Federal...Financial
$50 - $60 per hour
...experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance... ...Relevant backgrounds include Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance...FinancialHourly payFull timeContract workPart timeWork experience placementRemote work- ...driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate... ...Life, and Paid Parental Leave benefits, as well as the opportunity for a performance based bonus...FinancialFull timeTemporary work
- ...Want to help strengthen your community's financial health? Looking for an employer that will... ...in finance? Your search is over... WaFd Bank is hiring a Customer Service Representative... ...as Excel, Word, Teams, and Outlook. Well-developed smart phone and digital channel...FinancialWork at officeMonday to Friday
- ...Department at DOWL is responsible for managing financial operations, ensuring accurate reporting,... ...designed to support your growth and well-being! We offer professional development... ...posting of receipts. Prepares remote bank deposit. Assists Project Managers with...FinancialFull timeWork at officeRemote work
$27.44 - $42 per hour
...University of Oregon Alumni Association (UOAA) by performing essential financial and accounting functions. Reporting to the Director,... ...from various sources and reconciling transactions accurately with bank records. This position is responsible for overseeing financial...FinancialHourly payWork at officeLocal area$25 - $28 per hour
...preference for detail work, ability to work well under pressure, self-motivation and self-... ...Operating the property within the financial guidelines, i.e., the budget, established... ...Maintain account records and journals and make bank deposits. Help to prepare weekly and...FinancialHourly payFull timeShift work- ..., internal programs, and community partners to coordinate care and services Deliver education in essential life skills such as financial literacy, home and apartment management, health care, decision-making, and social development Facilitate group activities and recreational...FinancialMonday to FridayAfternoon shift
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