Financial Wellness Advisor - Personal Banking
$20.67 - $31.25 per hourKeybank, National Association
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 KeyBank
- A banking institution in Portland is looking for a Client Advisor to provide exceptional client servicing. This role involves processing transactions and offering customized financial wellness recommendations. The ideal candidate should have a high school diploma and experience...SuggestedHourly pay
$48k - $100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...they envision through a personal relationship with their advisory... ...of Merrill coupled with the banking convenience of Bank of... ...(CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA08...PersonalWork at officeShift workDay shift$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...they envision through a personal relationship with their advisory... ...of Merrill coupled with the banking convenience of Bank of... ...profile, and preferences as well as servicing client accounts...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift- KeyBank is seeking a motivated Personal Banker in Beaverton, Oregon. In this role, you will engage clients to understand their financial needs and provide tailored solutions. Responsibilities include opening personal and business accounts, achieving sales goals, and collaborating...Personal
- WaFd Bank is looking for a Personal Banker in Portland, OR, to help clients with personal and business banking solutions. The role requires strong... ...rapport with clients, open new accounts, and assist with financial needs. Candidates must have a high school diploma, prior...PersonalWork at office
- ...TITLE : Relationship Banking Manager REPORTS TO : Market President FLSA : Exempt... ...CIP. # Operates computer terminal or personal computer to process account activity, determine... ...a clean, organized, professional, and well-maintained environment that reflects the...PersonalFull timeImmediate startMonday to FridayShift workNight shift
$41.71k - $69k
...Job Family Group: Retail Banking Sales & Service Delivers exceptional... ...and guidance regarding financial solutions that are in the... ...Makes credit recommendations for personal lending transactions,... ...required for this position as well as restrictions on performing...PersonalContract workPart timeLocal areaImmediate startDay shift$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 customer... ...Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account...PersonalFull time
- 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
$20.67 - $31.25 per hour
A financial institution in Lake Oswego is seeking a Personal Banker to serve as a trusted advisor for clients. Responsibilities include building financial wellness through proactive client engagement, opening accounts... ...ensuring compliance with banking procedures. Candidates...PersonalHourly pay- Personal Banker Location: 5th & Alder Retail, 530 SW 5th Ave, Portland... ...strengthen your community's financial health? Looking for an employer... ...? Your search is over... WaFd Bank is hiring a Personal Banker.... ...Teams, PowerBI and Outlook. Well-developed smartphone and digital...PersonalWork at office
$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- ...Relationship Banker In Branch Banking You have a passion for... ...with our customers, using your financial knowledge to offer thoughtful... ...proactively meets with them, both in person and over the phone, to build... ...with Specialists (Financial Advisors, Mortgage Bankers, and...PersonalImmediate startAfternoon shift
- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer... ...point of contact for everyday banking needs, products and services... ...setting clear expectations, and taking personal ownership to convert qualified opportunities...PersonalTemporary workWork experience placementImmediate start
$20 - $27 per hour
...Engage clients and prospects in client financial review(s) and business financial reviews... ...problem resolutions in alignment with the bank's Breakthrough Client Service Standards.... ...expanding existing relationships utilizing a personal and business bio and rapport with...PersonalImmediate start- ...Client Banker In Branch Banking You have a passion... ...to suit their financial needs. As a Private... ...s affluent clients as well as other customers in... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...financial services, including personal banking, credit cards,...PersonalImmediate startAfternoon shift
$18 - $25.14 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our... ...part of the Consumer, Small & Business Banking division. In this role you will:... ...solutions to help customers succeed financially Assist customers with basic requests...PersonalWork experience placementWork at officeImmediate start$145k - $175k
SENIOR WEALTH ADVISOR JOB SUMMARY THIS POSITION ENSURES... ...FOR THE WEALTH, FINANCIAL PLANNING, AND FINANCIAL... ...WEALTH MANAGEMENT AND BANKING CLIENTS. THIS ROLE WILL... ...INVESTMENT ACCOUNTS AS WELL AS FINANCIAL PLANNING SERVICES... ...MAINTAINS AND UPDATES PERSONAL KNOWLEDGE TO STAY...PersonalFull timeTemporary workWork at office$22 - $24 per hour
...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- Job Description: At Bank of America, we are guided... ...purpose to help make financial lives better through the... ..., and financial wellness, recognizing and rewarding... ...Financial Solutions Advisor Stage I (FSA I) Your journey... ...receive dedicated and personalized classes for your...Work at officeImmediate startMonday to FridayShift workDay shift
- ...immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how...Temporary workWork at officeImmediate startMonday to Friday
- Columbia Credit Union in Vancouver, WA, seeks a Financial Service Representative (FSR). The FSR plays a key role in advising and supporting members with financial products. Responsibilities include training new employees, maintaining knowledge of products, and providing...Hourly pay
- ...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
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact... ...grow and protect financial well‑being through purpose‑based... ...advice, investments, insurance, banking and generosity. At Thrivent,... ...service and faith. Provide personal, actionable and achievable...Personal
$72k - $110k
Financial Advisor - Addison Avenue Investment Services The Financial Advisor at Addison Avenue Investment... ...Tech, partners with members to deliver personalized, goals-based financial advice across... ...and advocate Experience working in a bank or credit union environment preferred...PersonalWork at officeImmediate start- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of... ...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance...Temporary workShift workDay shift
- ...Financial Advisor Opportunity We're looking for ambitious and established candidates who want... ...and insurance products. COUNTRY Trust Bank Financial Advisors take a consultative... ...schedules to balance their careers and personal interests. We Offer Our financial...PersonalFor contractorsWork at office
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial... ...physical, emotional, and financial well-being. Bank of America believes... ...program delivers hands-on practice, personalized coaching and classes that will help...Work at officeImmediate startShift workDay shift- ...Intern provides support to the Lending Teams, Commercial Banking Team Leaders and operation team as needed. Essential Duties... ...Assists with analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis. Assists...PersonalInternshipImmediate startMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor - Personal Banking. Be the first to apply!
- jde finance consultant Portland, OR
- financial advisor Portland, OR
- financial planner cfp Portland, OR
- financial planner Portland, OR
- senior financial advisor Portland, OR
- financial planning assistant Portland, OR
- financial advisor associate Portland, OR
- financial counselor Portland, OR
- junior oracle financial functional consultant Portland, OR
- financial planning associate Portland, OR

