Financial Wellness Advisor - Personal Banking
$20.67 - $31.25 per hourKey Bank
KeyBank in Portland, Oregon is seeking a Personal Banker to engage clients and provide tailored financial solutions. This role involves building relationships, achieving sales targets, and ensuring compliance with banking practices. Candidates should have at least 1 year of experience in sales and relationship management, and a High School Diploma is required, with a Bachelor’s preferred. The position offers a competitive salary of $20.67 – $31.25 per hour along with potential incentives and benefits. #J-18808-Ljbffr
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$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. He/she will acquire... ...opportunities, engaging clients in financial reviews, opening accounts, and originating...PersonalHourly pay$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...in our KeyBank communities. Personal Bankers engage clients in deeper... ...to assist in client’s financial wellness both in person and through proactive... ...making them feel that no bank will fight harder for them....PersonalHourly payWork experience placementDay shift$20 - $28 per hour
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...Retail Banking Sales & Service Delivers exceptional service to... ...advice and guidance regarding financial solutions that are in the best... ...credit recommendations for personal lending transactions, including... ..., discretionary bonuses, as well as other perks and rewards. BMO...PersonalPart timeLocal areaImmediate startDay shift$20 - $27 per hour
...clients and prospects in client and business financial reviews to provide solutions, uncover... ...problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.... ...and expanding existing relationships with personal and business rapport. Ability to obtain a...PersonalHourly payImmediate start$41.71k - $69k
A leading financial institution in Portland, Oregon, seeks a driven individual to deliver exceptional customer service and provide tailored financial solutions. The role involves assessing customer needs, engaging in consultative sales, and collaborating with branch teams...Personal- ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new business and expands existing... ...for assessing and handling customers' banking needs, obtaining and processing customer/account...PersonalFull time
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...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...confidence in their financial wellness by assessing their... ...Services, Private Bank, Mortgage or Business... ...can have on their day, personally, professionally, and financially...PersonalHourly payWork experience placementDay shift- A financial services provider in Portland, Oregon seeks a Retail Banking Sales & Service professional to deliver exceptional customer service and financial solutions. The role requires 2-3 years of experience in consumer banking and a post-secondary degree. The ideal candidate...Personal
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...Financial Service Representative | Clark County The Financial Service... ...Educate and assist members as well as branch employees with all... ...direct mail, networking and in person meetings. Maintain a book... ...in support of their personal banking needs. Support Branch Leadership...PersonalWork at officeRemote workWork visaMonday to FridayShift work- ...tailored to suit their financial needs. As a Private... ...Banker in Branch Banking, you are the main point... ...s affluent clients as well as other customers in... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...services, including personal banking, credit cards,...PersonalFull timeImmediate startAfternoon shift
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$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment,... ...advocate Experience working in a bank or credit union environment preferred...PersonalWork at officeImmediate start- ...TITLE: Credit Analyst Intern REPORTS TO: SVP, Commercial Banking Team Leaders (Team Lead) FLSA: Non-Exempt CATEGORY:... ...# Assists with analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis. # Assists...PersonalFull timeInternshipImmediate startMonday to Friday
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