Relationship Banker - Portland West Market - Beaverton, OR and Surrounding Areas
JPMorgan Chase Bank, N.A.
Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: Compensation and Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Employment Opportunity We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...SuggestedImmediate startAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...SuggestedAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...SuggestedAfternoon shift
- JPMorgan Chase & Co. is looking for a Relationship Banker in Beaverton, Oregon. You'll take charge of client relations, using your financial knowledge to create tailored solutions and exceed client expectations. With a focus on attentive service and technology integration...Suggested
- ...products and programs. Develop and maintain genuine, long‑term relationships throughout generations based on trust and understanding, with... ...reputation, delivering award‑winning financial workshops and marketing your practice. Have the flexibility to control your schedule...Suggested
- ## Financial Consultant- Beaverton, ORApplylocations: Portland, OR Metrotime type: Full timeposted on: Posted Yesterdayjob requisition id: 2128741##... ...new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team...
$25.49 - $31.15 per hour
...learn new skills and discover what you excel at—all from Day One. Job Description Location: 12450 SW Pioneer Ln, Beaverton, OR 97008 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment...Temporary work- ...firm on our enduring values and long-term relationships. This includes our relationships within... ...Equity Investment Sales Associate Portland, OR Paulson Investment Company, LLC is a boutique... ...micro to mid-cap (public & private) markets. We provide a broad range of investment...
$21.68 - $26.5 per hour
...Job Title Client Relationship Consultant Job Description 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 succeed....Temporary workLocal area$21.68 - $26.5 per hour
U.S. Bank is seeking a Client Relationship Consultant to build and maintain relationships with customers across multiple channels, providing expert advice and ensuring a digital‑first experience. Responsibilities Engage customers via in‑person, appointment, and virtual...Hourly payTemporary work- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- ...be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding... ...and rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business...Work at officeImmediate startMonday to FridayShift workDay shift
- Associate Relationship Banker - Lake Oswego Branch Location: Lake Oswego, OR Job Summary: At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships...Afternoon shift
- ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
$101.58k - $215.28k
Washington Trust Bank is seeking an experienced Relationship Manager to join our Commercial Banking Team in Portland, OR. The role involves managing client relationships, providing investment, trust, credit, and depository services while achieving sales goals. Candidates...$60k - $125k
...Wealth Advisor- Portland/Lake Oswego Welcome to Carson Wealth. Where integrity meets... ...with the foundation we need for a lifelong relationship with the families we serve across the... ...this position across all US geographic markets ranges from $60,000.00/year to $125,000....Temporary workWork at officeFlexible hours- As an Associate Banker, you will representing our brand and culture with hospitality and the latest banking solutions, contributing... ...delivering exceptional client experiences and building trusted relationships to help clients achieve their financial goals. Job...Part time
$20 - $29 per hour
...About the Role Relationship Bankers build meaningful, long-term client relationships by exhibiting... ...cash flow, financial statements, and market risk. Demonstrates desire and ability... ...posted location(s). 3557 SE Hawthorne Blvd Portland OR 97214 Our Benefits We are proud to...Weekend work$20 - $29 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting... ...cash flow, financial statements, and market risk.Demonstrates desire and ability to... ...location(s).3557 SE Hawthorne Blvd Portland OR 97214Our Benefits:We are proud to offer...Weekend work$68.64k - $80k
...Bank to unite two historic West Coast companies with strong... ...local bank branch located in Portland, OR, Lake Oswego, OR or Vancouver... ...and maintain strong working relationships with all assigned Branches.... ...the bank- based investment market space Excellent knowledge...Work at officeLocal area- ...Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;Eugene, Oregon; Anchorage, Alaska; Vancouver,... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$20.5 - $24.75 per hour
...Relationship Banker The Relationship Banker is a frontline financial partner that is part of a supportive and dynamic member focused sales... ...97006 (FULL TIME ON-SITE) Target Compensation in Hillsboro, OR: $20.50 to $24.75 per hour + monthly incentive Benefits options...Hourly payFull timeWork at office- First Tech Federal Credit Union is seeking a Relationship Banker in Beaverton, Oregon, to join a dynamic sales team. This role involves processing financial transactions and engaging in consultative conversations with members to identify their financial needs. The ideal...
$23 - $25 per hour
...educational goals. Pay Range: $23.00 - $25.00 Location: Onsite - Portland, OR What We Offer Paid Training Tuition Waiver: Enjoy a... ...functions of the position Ability to foster long‑term relationships with stakeholders Work Environment Work is performed indoors...Immediate startFlexible hours$23 - $25 per hour
Universal Technical Institute, Inc. is seeking a Financial Aid Advisor for its Portland, OR location. This role primarily involves assisting students and families in navigating financial aid processes and regulations. Applicants should have at least one year of experience...Hourly pay$85k - $145k
Job Summary The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other...Temporary workWork at officeLocal areaRemote workMonday to Friday$50k - $85k
...support expansion and innovation. Collaborate on long-term business growth strategies. Guide vendors and teams with operational and marketing insights. Help develop new distribution and retail partnerships. Strengthen brand visibility through market-informed planning....For contractorsLocal areaWork from homeHome officeFlexible hours$122.3k
...Senior Model Risk Manager - AI/ML.San Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States.Mercury is building... ...at a variety of Legacy locations across the Portland Metro area.On days that onsite activity is not scheduled, individuals......Hourly payContract workWork at officeRemote work$85k - $145k
...Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria... ...Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
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