Personal Banker
Direct Staffing Inc
Personal BankerFull-timeCompany DescriptionFinancial ServicesJob DescriptionThe personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services. Actively refers clients for brokerage products to Financial Specialist or the appropriate Financial Consultant. Responsibilities may include consumer loan originating and closing, account opening, safe deposit transactions, and branch opening/closing procedures. Refers other U.S. Bank products to the appropriate areas. Handles complex customer service issues in absence of or as directed by branch manager. Converts service opportunities into sales events.QualificationsDoes this describe you?Ability to sell traditional bank products and process transactions Thorough understanding of banking operations, product knowledge, sales, and new business development Excellent customer service/relations and community relations Ability to identify and resolve/escalate problems Strong interpersonal & relationship building skills Previous experience in a financial sales representative oriented roleThe Ideal CandidateUnderstands and effectively applies selling and profiling techniques to open, develop, and close sales; creates product interest; actively cross-sells products; actively pursues potential customers. Develops new business with current customers or prospects, participating in call programs. Maintains a good working relationship with customers.Additional InformationAll your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
$20.67 - $31.25 per hour
...Personal BankerLocation: 17455 SW Farmington - Aloha, Oregon 97007Be 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...SuggestedHourly payDay shift- ...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...SuggestedWork experience placementFlexible hours
$18 - $25.14 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role you will: Participate in delivery of exceptional customer experience...SuggestedWork experience placementWork at officeImmediate start$20 - $26 per hour
About the Role:The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs...SuggestedImmediate start$160k - $210k
...Overview 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 client-facing role targets affluent individuals, business owners, and trusted...Suggested- Bank Of America Job OpportunityAt 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 shareholders...Day shift
- 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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker Clackamas, 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 officeFlexible hoursShift workWeekend workDay shift
- ...you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description Relationship Bankers I (RB1s) are located in the financial centre and are responsible for assisting and educating customers on self-service banking...Work at officeFlexible hoursShift workDay shift
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
$23.5 - $28.5 per hour
...Relationship Banker II The Relationship Banker II is a frontline financial partner that is part of a supportive and dynamic member... ...processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. Youll engage in consultative...Hourly payFull time- ...Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you...Temporary work
$25 - $38.46 per hour
...Private Client Banker Location: 3515 SW Troy - Portland, Oregon 97219 Job Summary Be a problem solver, trusted advisor, and partner... ...teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial...Hourly payWork experience placementDay shift- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start
$25.49 - $31.15 per hour
...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you... ...Nyberg Rd. Tualatin, Oregon 97062 Job Description Relationship Bankers build relationships with customers, engaging them via multiple...Temporary work$33.01 - $40.35 per hour
...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you... ...two to three branch locations, the Small Business Relationship Banker acts as a dedicated resource for branch teams, helping to address...- Bank of America is hiring a Financial Services Advisor to help clients reach their financial goals. The role involves advising on brokerage products, mortgages and banking solutions, meeting with clients, and expanding client relationships. Candidates should have licenses...Work at officeFlexible hours
$43k - $75k
...requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies...Part timeLocal areaImmediate startDay shift- ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: 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...Full timeWork experience placementFlexible hours
- ...list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations...Full timeWork experience placementFlexible hours
$80k - $150k
...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 of this client promise by...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$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$120k - $175k
Position Title: Financial Advisor About Martel Wealth Advisors Martel Wealth Advisors, Inc. is an independent, boutique investment management firm based in the Pacific Northwest since 1982. Today, we advise high-net-worth families and employer-sponsored retirement...Work at officeLocal area$260k - $390k
BANKING & FINANCE ASSOCIATE ATTORNEYOur client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated and expanding Banking & Finance practice. This opportunity offers exposure to a wide range of complex...Work at officeFlexible hours$85.1k - $161.7k
...experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Responsibilities: Participate in...Full timeWork experience placementInternshipLocal area$85k - $135k
...The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple...Work at officeWork from home$57.5k - $106.5k
...seminars) and cultivate branch employee referrals.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Implements a relationship management plan in...Part timeLocal area$80k - $105k
Financial PlannerWe are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients.The ideal candidate is ...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week- ...to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. What You’ll Do As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across...Full timeContract workFor contractorsWork at officeRemote work
$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. This onsite position is located in Camas, WA. The Day-to-Day: As a International Investment...Work experience placementWork at officeWork from home
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