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
- 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
$145k - $175k
...Senior Wealth Advisor This position ensures the growth... ...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...PersonalTemporary workWork at office$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- ...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
...advice and guidance regarding financial solutions that are in the... ...financial solutions and preferred banking channels while recommending... ...Makes credit recommendations for personal lending transactions,... ...required for this position as well as restrictions on performing...PersonalContract workPart timeLocal areaImmediate startDay shift- ...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
$20 - $28 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... ...Engage clients and prospects in client financial review(s) and business financial reviews...PersonalImmediate start- 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
...Personal Banker Location: 256 A Avenue - Lake Oswego, Oregon... ...Be a problem solver, trusted advisor, and partner to the people and... ...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$25 - $38.46 per hour
...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$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$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- ...partnered with Raymond James Financial Services, Inc., one of the... ...clients with an emphasis on personalized goals-based planning which has... ...member base. Financial Advisors at OnPoint address and assess... ...services (i.e. Investments, Banking, or other related field)...Temporary workLocal area
- ...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
- ...and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives... ...to balance their careers and personal interests. We Offer Our financial...PersonalContract workFor contractorsWork at office
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an... ...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
- ...most recently in 2024 in the Financial Services and Insurance category... ...maintain existing relationships as well as create new business... ...borrowers over the phone or in person. Discuss loan program products... ...by the N.J. Department of Banking and Insurance. Evergreen Home...PersonalTemporary workWork at officeImmediate startWork from homeHome officeShift workWeekend work
$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- ...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
$75k - $85k
Position Overview Financial Solutions Advisor - Bank of America Advisor Development Program. From day one,... ...Academy, including hands‑on practice, personalized coaching and classes that cover... ...support physical, emotional and financial well‑being. Work Hours & Location 1st...Immediate startDay shift- ...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
- Job Description As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins by obtaining Securities Industry... ...financial pictures and provide tailored advice. Deliver Bank of America core banking and investment solutions within...Immediate startShift workDay shift
- ...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
$10,000 per month
...credit history of the customer to determine the probability of the bank accepting the credit application Maintain knowledge of... ...average of $10,000-$20,000/month with earning potential based on your personal performance. Artificial Intelligence Statement We...PersonalFull timeTemporary workPart timeLocal areaFlexible hours$83.29k - $149.91k
...Mechanics Bank is currently searching for a Compliance Risk Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role may be performed on-site at one of our local offices or remotely...Personal16 hoursWork experience placementLocal areaRemote workWork from homeFlexible hours$10,000 per month
...powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one... ...credit history of the customer to determine the probability of the bank accepting the credit application Maintain knowledge of...PersonalFull timeTemporary workPart timeLocal areaFlexible hours$103k - $185k
...Commercial Banking Underwriter About the Role: Responsible for... ...commercial relationships by analyzing financial data to determine the merits... ...and business strategy as well as commercial and regulatory... ...actions and words. Takes personal initiative and is a positive...Personal- Bank of America seeks a Financial Advisor for the Advisor Development Program to support high-net-worth individuals in their investment goals. This position... ...mentorship, emphasizing relationship management and personal client engagement. Responsibilities include handling...Personal
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area
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