Personal Banking & Lending Advisor
BMO U.S.
BMO Financial Group is seeking a 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, and collaboration across branch teams. The position supports multiple channels, drives appointments, and helps grow relationships within the community, while adhering to regulatory #J-18808-Ljbffr BMO U.S.
- ...Bank of America in Oregon seeks a client-focused associate to engage clients in the lobby, educate them on self-service tools, and process... ...quality client experience and collaborating with specialists in lending and investments. Availability for varied shifts is expected. #J-...PersonalShift work
$57.5k - $106.5k
...other team members to deliver a comprehensive banking solution in the best interest of the customer.... ...customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management...PersonalPart timeLocal area- ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...and proactively meet with them, both in person and over the phone, to build lasting... ...regulatory requirements.Dodd Frank/Truth in Lending Act This position is subject to the Dodd...PersonalImmediate startAfternoon shift
$41.71k - $69k
...Halsey St. Job Family Group: Retail Banking Sales & Service Delivers exceptional service... .... everyday banking, retail investments, lending solutions, home financing (including... .... Makes credit recommendations for personal lending transactions, including home financing...PersonalContract workPart timeLocal areaImmediate startDay shift$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...businesses in our KeyBank communities. Personal Bankers engage clients in... ...and making them feel that no bank will fight harder for them.... ...products, home equity, unsecured lending, certificates of deposit, etc....PersonalHourly payWork experience placementDay shift- ...Private Client Banker in Branch Banking, you are the main point of... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED... ...services, including personal banking, credit cards, mortgages...PersonalImmediate startAfternoon shift
$142.6k - $261.5k
...to dynamic new entrants across Banking and Capital Markets, Wealth... ...ambition is to be the C-suite advisor for insurance technology-enabled... ...capabilities and industry knowledge Lend specific subject-matter... ...roles to work together in person 60% of the time over the course...PersonalWork experience placementSummer holidayFlexible hours$142.6k - $261.5k
...to dynamic new entrants across Banking and Capital Markets, Wealth... ...ambition is to be the C-suite advisor for insurance technology-enabled... ...capabilities and industry knowledge. Lend specific subject‑matter... ...roles to work together in person 60% of the time over the course...PersonalWork experience placementSummer holidayFlexible hours- Boutique Recruiting is seeking a Private Banker in Portland, OR, to serve affluent clients with customized banking, lending, and wealth management solutions. You will build and expand relationships, collaborate with specialists, and grow a portfolio with strong earning...
- ...meetings, and stakeholder coordination efforts Support mitigation banking efforts and regulatory compliance Assist with FOIA response... ...benefit covers medical, prescription drug, dental, and vision Personal Time Off (PTO) Policy plus paid holidays Highly competitive...PersonalTemporary workLocal areaFlexible hours
$145k - $175k
...Senior Wealth Advisor This position ensures the growth and development for the Wealth... ...deepening, and retaining wealth management and banking clients. This role will also include... ...and research. Maintains and updates personal knowledge to stay current with trends in...PersonalTemporary workWork at office- ...Citizens Bank - Oregon is seeking a Personal Banker who will serve as the primary contact for customers at the Tualatin branch. You will open and service deposit accounts, process transactions, and identify cross-selling opportunities while complying with all policies...Personal
- ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops... ...relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and...PersonalFull time
- ...Citizens Bank – Tualatin Branch seeks a Personal Banker to serve as the primary customer contact, building relationships and facilitating cash management solutions. Responsibilities include opening deposit accounts, processing transactions, and cross-selling banking products...Personal
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading... ...pursue the life they envision through a personal relationship with their advisory team... ...insights of Merrill coupled with the banking convenience of Bank of America.Merrill is...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market... ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...pursue the life they envision through a personal relationship with their advisory team committed...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ...will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations,...Personal
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ...will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations,...PersonalWork experience placementFlexible hours
- ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with... ...their needs. Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand...PersonalAfternoon shift
- ...You will build your financial services career by relying on your personal drive, leadership and relationship skills, while delivering... ...business development, insurance, marketing, real estate, accounting, banking or legal professional. ~ Bachelor’s degree is preferred. ~...PersonalFull timeLocal area
$114.19k - $134.34k
...reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive... ...addition to offering a source of capital to personal banking clients and businesses of all... ...play a key role in supporting commercial lending by evaluating credit opportunities, preparing...PersonalWork at office$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment... ...with members to deliver personalized, goals-based financial advice... ...advocate Experience working in a bank or credit union environment... ...Special employee pricing on lending products such as mortgage, auto...PersonalWork at officeImmediate start- ...as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering... ...with Financial Advisors, providing personalized solutions and building lasting... ...Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings...PersonalLocal area
$91.44k - $111.76k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we... ...our shared ambition to life, and each person is unique in their potential. A career with... ...Experience- Basic knowledge of credit products, lending policy, applicable laws and regulations,...Full timeWork experience placementLocal area$68.64k - $80k
...LPL Financial collaborates with banks to provide a comprehensive suite of financial services... ...Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with... ...and committed to meeting the banking, lending and wealth management needs of its clients...Work at officeLocal area$128k - $268k
...Portfolio Managers within the Banking Group Portfolio Management (... ...portfolio and how it fits into Key's lending portfolio overall. The SVP,... ...as a critical financial advisor/partner to any assigned... ...communicate face to face in person or on the phone with teammates...Full timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments,...Work at officeShift workWeekend workDay shift
$25 - $27.88 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through... ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic,...Hourly payWork at officeShift workWeekend workDay shift- ...application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting... ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting... ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic,...Work at officeShift workWeekend workDay shift
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