Personal Banker I
$20 - $21 per hourDormont Manufacturing Company
Personal Bankers UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities to expand your financial education and grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise. How you will spend your time: Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks Achieving your daily key performance metrics while balancing competing priorities Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards Other job duties as assigned We're excited to talk to you if: You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes You use your expert product knowledge and conversation skills to build upon your customers’ needs and make a true difference in their financial lives You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes You demonstrate attention to detail whether completing documents or explaining features and benefits You have a HS Diploma or equivalent You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience You have reliable transportation and ability to work branch hours, including weekends and some evenings You have the ability to obtain NMLS registration within 90 days Targeted compensation for this opening: The posted salary range reflects the broadest standard range for this role, including all locations. The anticipated compensation for this specific opening is $20-21/hr. Compensation Ranges: US Employees in California, Washington DC, New Jersey, and New York: $35,750 - $52,040 US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $32,640 - $47,640 US Employees in all other states not listed above: $29,530 - $43,240 UBM offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another, and their community. Expect more heart. You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to View email address on click.appcast.io to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. #J-18808-Ljbffr Dormont Manufacturing Company
$20.67 - $31.25 per hour
...5 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...SuggestedHourly payWork experience placementFlexible hoursDay 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 acquire new and expand existing relationships with clients by asking questions to identify needs...SuggestedImmediate start- ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...SuggestedWork experience placementFlexible hours
- Columbia Bank in Lake Oswego is hiring a Personal Banker to enhance client relationships and provide exceptional service. Responsibilities include opening accounts, originating loans, and ensuring customer satisfaction. Ideal candidates will have banking experience, a high...Suggested
- Dormont Manufacturing Co in Gladstone, Oregon, is seeking Personal Bankers who excel at building customer relationships and providing financial solutions. As a Personal Banker, you'll engage in cross-selling and deepen client relationships while achieving key performance...Suggested
$20.67 - $31.25 per hour
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- Job Title This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position...Immediate start
$90k - $110k
...wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly...Full timeTemporary workWork at officeFlexible hours- Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland, Oregon To proceed...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$15 per hour
...day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios...Work at officeImmediate startShift workDay shift- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
- ...A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare...
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours- Director, Investment Delivery location: PORTLAND, OR, US, 97232 Company: PacifiCorp POWER YOUR GREATNESS PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental...Full timeTemporary workLocal area
$80k - $105k
Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week- ...advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through...
- ...distribution facilities worldwide and serves more than 700,000 customer locations. We offer our colleagues the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their...Work experience placementLocal areaWorldwideShift work
$19.23 - $28.37 per hour
...and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of... ...appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness...Hourly payWork experience placementWork at officeFlexible hoursDay shift$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office$60k - $125k
Wealth Advisor- Portland/Lake Oswego Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting ...Temporary workWork at officeFlexible hours- Pacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised...Local area
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve...For contractorsWork at office$85k - $105k
...our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...Work at officeLocal areaRemote work2 days per week
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