Trusted Financial Advisor - Personal Banking
Keybank, National Association
KeyBank in Portland, OR seeks a Personal Banker to be a trusted advisor and problem solver for clients and businesses within our branch network. You will engage with clients to uncover needs, open accounts, and provide guidance to support their financial wellness while collaborating with teammates and adhering to policies. Strong communication and a sales mindset are essential for success. #J-18808-Ljbffr KeyBank
- ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland... ...age. Acknowledge ( Bank of America employees are... ...they envision through a personal relationship with their advisory... ...their needs. We believe trust comes from transparency....PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
$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... ...to generate referrals for personal and commercial banking products (e....PersonalContract workPart timeLocal area$145k - $175k
...Description Senior Wealth Advisor Job Summary This... ...for the Wealth, Financial Planning, and... ...wealth management and banking clients. This role will... ...various leaders of the Trust Company to create consistent... ...Maintains and updates personal knowledge to stay current...PersonalTemporary workWork at office- ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...proactively meet with them, both in person and over the phone, to build... ...understand and help clients, building trust – ask questions and listen to understand...PersonalImmediate startAfternoon shift
$20.67 - $31.25 per hour
...Personal Banker Location: 2689 SE Burnside Road - Gresham, Oregon... ...Be a problem solver, trusted advisor, and partner to the people and... ...solutions to assist in client's financial wellness both in person and... ...making them feel that no bank will fight harder for them....PersonalHourly payWork experience placementDay shift- ...Relationship Banker In Branch Banking You have a passion... ...customers, using your financial knowledge to offer... ...meets with them, both in person and over the phone, to... ...and listens to establish trust and build lasting... ...Specialists (Financial Advisors, Mortgage Bankers, and...PersonalImmediate startAfternoon shift
- ...build lasting client relationships, deliver welcoming service, and leverage digital banking solutions to meet needs. You will acquire, manage, and retain clients, offering thoughtful financial solutions while upholding regulatory standards. The role requires 1+ year of...Weekend workAfternoon shift
- ...MassMutual is a global, diversified financial services organization whose companies offer... ...financial services career by relying on your personal drive, leadership and relationship... ...insurance, marketing, real estate, accounting, banking or legal professional. ~ Bachelor’s...PersonalLocal area
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon... ...18 years of age. Acknowledge ( Bank of America employees are required to... ...subsidiary of Bank of America Corporation. Trust, fiduciary and investment management...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market... ...of age. Acknowledge ( Bank of America employees are required... ...you receive dedicated and personalized classes for your Securities... ...of America Corporation. Trust, fiduciary and investment...Work at officeImmediate startMonday to FridayShift workDay shift
- ...most recently in 2024 in the Financial Services and Insurance category... ...over the phone or in person. Discuss loan program products... ...coworkers. Relationships built on trust are developed as managers and... ...by the N.J. Department of Banking and Insurance. Evergreen Home...PersonalTemporary workWork at officeImmediate startWork from homeHome officeShift workWeekend work
- ...seeking a Senior Commercial Banking Relationship Manager to join... ...and priorities of clients and financial decision makers, responding quickly... ...feedback; act as an advisor to guide and influence others... ...regarding outside activities or personal investing; affected employees...PersonalFull timeWork experience placement
$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services... ...partners with members to deliver personalized, goals-based financial advice... ...proven ability to act as a trusted advisor and advocate Experience working in a bank or credit union environment...PersonalWork at officeImmediate start- ...Personal BankerFull-timeCompany DescriptionFinancial ServicesJob DescriptionThe personal... ...Responsible for assessing and handling customers' banking needs, obtaining and processing customer... ...clients for brokerage products to Financial Specialist or the appropriate Financial...Personal
- ...MassMutual is a global, diversified financial services organization whose... ...career by relying on your personal drive, leadership and... ...marketing, real estate, accounting, banking or legal professional. ~... ...applicable law. Financial Advisor Professionals are independent...PersonalFull timeContract workFor contractorsLocal areaImmediate start
$41.71k - $69k
...Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects... ...provides advice and guidance regarding financial solutions that are in the best interests... ...guidelines.Makes credit recommendations for personal lending transactions, including home...PersonalPart timeImmediate startDay shift$80k - $150k
Location:1211 SW Fifth Avenue, Portland OregonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center...PersonalFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...impact providing expert financial advice with heart.... ...investments, insurance, banking and generosity. At Thrivent... ...’s comprehensive advisor onboarding program. After... ...and faith. Provide personal, actionable, and... ...generations based on trust and understanding, with...Personal
- ...and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives... ...schedules to balance their careers and personal interests. We Offer Opportunities to...PersonalContract workFor contractorsWork at office
- ...COUNTRY Trust Bank Financial Advisor We're looking for ambitious and established candidates who want to own their business and help clients prepare... ...to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have...PersonalContract workFor contractorsWork at office
- BMO Financial Group in Lake Oswego, Oregon is hiring a branch-facing banker who delivers exceptional service, identifies customer needs, and provides guidance on financial solutions across everyday banking, lending, and small business products. You will work with colleagues...PersonalFlexible hours
- Bank of America in Washington (Vancouver) is hiring to help uncover personal banking needs and provide solutions for individuals and small businesses. The role balances... ...and following up to deliver comprehensive financial guidance. The position emphasizes licensed sales...PersonalWeekend work
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (... ...relationships with customers by supporting everyday banking needs through in-branch interactions,... ..., meaningful conversations that support financial well-being and deepen engagement Lead...PersonalWork experience placement
$60k - $110k
...About the Role: A corporate financial analyst II is responsible for... ...Demonstrates compliance with all bank regulations for assigned job... ...actions and words. Takes personal initiative and is a positive example... ...customers and each other. Trust: Integrity and transparency...PersonalFull timeLocal area$18 - $25.14 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (... ...part of the Consumer, Small & Business Banking division. In this role you will: Participate... ...solutions to help customers succeed financially Assist customers with basic requests...PersonalWork experience placementWork at officeImmediate start$126.81k - $154.99k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...to make better and smarter financial decisions and enabling the... ...shared ambition to life, and each person is unique in their potential.... .... Builds a team of Banking, Trust and Investment professionals around...Full timeWork experience placementLocal area3 days per week$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor...Work 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...Work at officeImmediate startMonday to FridayShift workDay shift
- ...U.S. Bank in Portland, OR is seeking a Relationship Banker to build trusted client relationships, open accounts, and originate consumer loans. You’ll assess customer... ...collaborate with branch teams to deliver personalized financial solutions. We value strong communication, a...
$25.49 - $31.15 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...to make better and smarter financial decisions and enabling the... ...shared ambition to life, and each person is unique in their potential.... ...relationships are based on trust, assessing and attending to customers...Temporary workLocal area
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