Member Banking & Solutions Advisor
Mass Transit magazine
First Tech is seeking a Relationship Banker at Nimbus Experience Center in Beaverton, OR. In this frontline role you will process routine financial transactions in person, by phone, and by email, building rapport with members and offering tailored solutions. You’ll meet quarterly targets, maintain accurate records, and collaborate with service teams. Requires at least 6 months in sales or customer service; HS diploma; proficiency with Microsoft Office; notary preferred; on-site, full-time with #J-18808-Ljbffr Mass Transit magazine
$70k - $80k
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...is not an immediate opening for every location listed*****At Bank of America, we are guided by a common purpose to help make financial... ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your...SuggestedFull timeWork at officeImmediate startShift workDay shift
- ...is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedFull timeTemporary workWork at officeImmediate startShift workDay shift
- ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials... ...licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client‑...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Portland, Oregon. This role involves obtaining key Securities Industry licenses and learning foundational advisor skills to build and manage client relationships effectively. You will receive world...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing for SIE, Series 7, and Series 66 while building foundational advisory skills in a client-focused environment. The role serves as a gateway to delivering core banking and investment solutions...
- ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ..., including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment...Temporary workMonday to FridayShift workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and develop foundational advisory skills. You will work in a financial center delivering core banking and investment solutions while building client relationships...Work at office
- Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you obtain Securities Industry licenses (Securities... ...You will begin working in a financial center delivering core banking, investment solutions, and client care. After demonstrating...Work at officeImmediate startMonday to FridayShift workDay shift
$25.49 - $31.15 per hour
...U.S. Bank Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping... ...products and services, and recommending solutions based on each customer's unique goals and... ...partnerships with branch team members and partners to best serve clients. Opens...Temporary work$55k - $120k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services...Part timeLocal area$43k - $75k
...advice and guidance regarding financial solutions that are in the best interests of customers... ...financial solutions and preferred banking channels while recommending tailored solutions... ...and procedures. Acts as a key member of a collaborative and versatile branch...Contract workPart timeLocal areaImmediate startDay shift- ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of...Work at officeShift workWeekend workDay shift
$19 - $26 per hour
...appropriate business partners within the Bank when needed. Also responsible for uncovering... ...business financial reviews to provide solutions and uncover additional financial needs.... ...considered unsolicited unless requested directly by a member of the Talent Acquisition team.Immediate start$80k - $150k
...Avenue, Portland OregonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients... ...banking, borrowing and investment solutions. The Associate Relationship Manager (ARM)... ...client and consult with appropriate team members to recommend banking, borrowing and investment...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...financial expertise. Responsibilities include managing client accounts, educating clients on technology, and ensuring compliance with banking regulations. The ideal candidate has sales experience in retail banking and excellent communication skills. This is a full-time...Full time
- U.S. Bank Beaverton location seeks a banking professional to strengthen client relationships and address customer needs. You will learn... ...include proactive client outreach, identifying tailored solutions, and collaborating with the branch team to ensure accuracy and...
- ...customer-focused professional in Portland, OR to deliver exceptional service, assess needs, and recommend tailored financial solutions across everyday banking, investments, lending, and home financing. The role emphasizes a consultative sales approach, risk-conscious guidance,...
- ..., analyst resources, and other WMAS team members as assigned, and carries out supervisory... ...Specialist (CFIRS), Certified Trust and Fiduciary Advisor (CTFA), Certified Regulatory Compliance... ...administration, investment management, banking regulations, internal controls, audit and...Full timeContract workLocal area
$126.81k - $154.99k
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... ...designation such as CFA or CFPThis role is hybrid. Team members who are in a hybrid role typically spend three days a week at a...Full timeWork experience placementLocal area3 days per week$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services... ...of First Tech, partners with members to deliver personalized,... ...investment, retirement and insurance solutions. This role offers a unique... ...Experience working in a bank or credit union environment preferred...Work at officeImmediate start- ...Wells Fargo is seeking a Senior Commercial Banking Relationship Manager to join our... ...expectations, and soliciting feedback; act as an advisor to guide and influence others in growing... ..., and certain other industry specific solutions across groups and functions by analyzing...Full timeWork experience placement
$172.5k - $222.5k
...years of experience in fraud risk management in fintech, payments, banking, or financial services. Strong understanding of fraud threats,... ...fraud detection systems, data analytics, and AI/ML‑driven risk solutions. Demonstrated ability to assess risks, design controls, and...Local areaFlexible hours$89k - $119k
...At the Commerce Bank Northwest, we believe that delivering exceptional service to our clients is the single most important function... ...with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of...Work experience placementLocal areaFlexible hours$86.36k - $101.6k
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... ...:Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside...Full timeWork experience placementLocal area- ...continually innovate a diverse range of financial solutions tailored to meet the long-term needs of... ..., marketing, real estate, accounting, banking or legal professional. ~ Bachelor’s... ...under applicable law. Financial Advisor Professionals are independent...Full timeContract workFor contractorsLocal areaImmediate start
$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...to uncover needs and provide guidance and solutions to assist in client's financial wellness... ...our clients and making them feel that no bank will fight harder for them. Essential...Hourly payWork experience placementDay shift- Mechanics Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver Non-Deposit Investment Products and advisory services at on-site... ...enhance client outcomes. You will provide needs-based financial solutions, maintain required FINRA licenses, and drive sales within...
$89k - $119k
At the Commerce Bank Northwest, we believe that delivering exceptional service to our clients is the single most important function we... ...a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of...Work experience placementLocal areaFlexible hours
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