Personal Banker
$20 - $28 per hourColumbia Bank (WA, OR & ID)
About the Role The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough Client Experience Standards. Acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Uncover and originate consumer lending and some small business lending opportunities. Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintain direct contact with external and internal clients and consistently provide proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. Open Consumer and Business accounts for existing and new clients. Originate Consumer loans independently and accurately. Originate business loans independently or with minimal assistance. Act as a resource to the Teller by contributing to the team environment and filling in on teller functions (including cash transactions) when needed. Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners. About You High School Diploma or GED, required. 1 year of Teller or other banking experience required. In-depth knowledge of Consumer products and services. Demonstrated proficiency in consumer lending. Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days, required. Location Primary Location: Ability to work fully onsite at posted location(s). 1745 NE Alberta Street, Portland, OR 97211 Compensation The pay range for this role is $20.00 to $28.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Benefits Competitive total rewards package including base wages and comprehensive benefits. Comprehensive healthcare coverage (medical, dental, and vision plans). 401(k)-retirement savings plan with employer match for qualifying associate contributions. Employee assistance program. Life insurance. Disability insurance. Tuition assistance. Mental health resources. Identity theft protection. Legal support. Auto and home insurance. Pet insurance. Access to an online discount marketplace. Paid vacation, sick days, volunteer days, and holidays. Our Commitment to Diversity Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io. #J-18808-Ljbffr
$20.67 - $31.25 per hour
...7015 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 payFull timeWork experience placementDay shift- ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and...SuggestedFull time
$20 - $29 per hour
...About the Role Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards... ...a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of...SuggestedWeekend work- Job Description: 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 Growth and delivering for our clients, teammates, communities and shareholders every day....SuggestedWork at officeShift workWeekend workDay shift
- Job Description We are guided by a common purpose to help make financial lives better. This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or...SuggestedShift workWeekend workDay shift
$20 - $29 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards... ...a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of...Weekend work- Bank Of America Job Opportunity 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 Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeShift workWeekend workDay shift
$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors...- ...this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Relationship Banker Gresham, Oregon To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge...Work at officeShift workWeekend workDay shift
- ...Relationship Banker Lake Oswego, Oregon To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....Work at officeFlexible hoursShift workWeekend workDay shift
- ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business. In this role you will: Participate in soliciting residential...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$25 - $27.88 per hour
Responsibilities Engage clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients as needed. Conduct deep conversations...Hourly payShift workWeekend workDay shift- Bank of America is seeking a motivated financial representative in Gresham, Oregon, to engage with clients, assisting them with banking transactions and guiding them in the use of digital banking solutions. The role requires excellent interpersonal communication skills ...Flexible hours
- Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and...Shift workDay shift
$19.03 - $25.69 per hour
Job Schedule: Full-Time Day Shift (This position works 4 days a week and 1 day a weekend, Schedule to be determined by the Business Office Manager. ) Compensation Range: $19.03-$25.69/hourly Your experience matters At Rainier Springs, we are committed to empowering...Hourly payFull timeWork at officeLocal areaImmediate startShift workWeekend workDay shift- Cash Management & Deposit Sales Officer Immediate opening for a cash management & deposit sales officer with a very successful regional financial institution. Responsibilities: Generates new cash management and deposit business for the bank by following up on sales leads...Immediate start
$75k - $85k
...Advisor Development Program. From day one, you will receive training from our award‑winning Academy, including hands‑on practice, personalized coaching and classes that cover portfolios, investment strategies, and holistic financial planning. The role offers unlimited...Immediate startDay shift- WealthBridgeFinancialGroup is seeking a results-oriented FinancialConsultant to join our team. In this position, you will engage with clients to understand theirfinancialobjectives and provide them with tailored advice and strategies that align with their goals. You will...
$80k - $135k
...report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our...Work experience placementWork at officeWork from home- Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you obtain Securities Industry licenses (Securities Industry Essentials, Series 7, and Series 66) and learn foundational advisor skills—including acquiring, building and managing...Work at officeImmediate startMonday to FridayShift workDay shift
- Medium is seeking dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families and children. The ideal candidates will possess strong communication skills, a genuine desire to help others, and the integrity required for ethical...Remote workWork from home
$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$90k - $140k
...report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA. The Day-to-Day: As an International Investment...Work at officeWork from home$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...Full timeContract workFor contractorsWork at office- 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
- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships...Work at officeImmediate startMonday to FridayShift workDay shift
- TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong client relationships calling on your experience in wealth management and financial ...
- AO Garcia Agency is seeking dedicated individuals for a work-from-home position in financial services aimed at helping families. Candidates should possess strong communication skills, a genuine desire to help others, and the ability to work both independently and collaboratively...Remote workWork from home
$87.4k - $123.4k
.... In partnership with the Practice Lead and the Client Experience Specialist, the Wealth Advisor delivers high-touch, highly personalized support to our clients. Focus is on relationship management and delivering thoughtful, strategic planning conversations within your...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours
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