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
...97080 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 payWork experience placementDay shift- ...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...Suggested
- ...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...Suggested
- ...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
$55.68k - $57.25k
...11 Paid Holidays Health and Dependent Care Reimbursement Accounts Paid Time Off; Paid Family Leave Banking Privileges Position:Personal Banker Position Location Citizens Bank - Tualatin Branch Type: Exempt/Officer Reports to: Branch Operations Officer Description The Personal...SuggestedFull timeTemporary workWork at officeFlexible hoursShift workDay shift- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial...Immediate startAfternoon shift
$41.71k - $69k
...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...Contract workPart timeLocal areaImmediate startDay 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 the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Hourly payWork at officeShift workWeekend workDay shift- ...Relationship Banker Vancouver, Washington 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
- 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
...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...$111.6k - $136.4k
...enabling the communities we support to grow and succeed. We believe it 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 a wide, ever-growing range of opportunities to discover what makes...Full timeWork experience placementLocal areaImmediate start$25.49 - $31.15 per hour
...Job Title Relationship Bankers Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses... ...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 workLocal area- ...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
- Chase in Portland is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and guide them to digital... ...service. You will build lasting relationships through in-person and phone interactions, expand your product expertise, and collaborate...
- JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the primary contact for an affluent client base, managing their full banking relationship with a proactive and education-driven approach. The role emphasizes acquiring new clients...
- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Immediate startAfternoon shift
- This role is responsible for engaging clients in the lobby, educating and assisting them with transactions through self‑service resources such as mobile banking, online banking, or ATMs. The position requires accurate and efficient processing of cash transactions and deep...Shift workWeekend workDay shift
$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- ...across branches and channels. The position requires 2-3 years of relevant experience and a post-secondary degree, with emphasis on personal banking, lending, and retail investments. Strong communication and collaboration are essential for success. #J-18808-Ljbffr BMO
- 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...
- ...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...
- ...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
- JPMorganChase in Portland, OR, seeks an Associate Relationship Banker to welcome clients, provide tailored banking solutions, and deepen branch relationships. You will leverage Chase Mobile App, Chase.com, and ATM technology to meet clients’ financial needs with hospitality...
- First Tech Federal Credit Union in Beaverton, OR is seeking a Relationship Banker to act as a frontline financial partner, processing routine transactions and engaging in consultative conversations with members to tailor products and services to their financial goals....
- ...embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...and however they want. Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- Associate Relationship Banker - Lake Oswego Branch Location: Lake Oswego, OR Job Summary: At Chase, we are passionate about creating memorable... ...however they want. Meet with branch‑assigned clients, both in person and over the phone, to build lasting relationships, understand...Afternoon shift
- Government Relationship Executive You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Relationship Executive is for you. As a Relationship Executive in Government Banking, your primary role...Local area
$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...$110.7k - $218.3k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite...Local areaVisa sponsorship
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