Client Banking Advisor - Personal & Small Business
Bank of America Financial Center
Bank of America is hiring for a client-focused role in Portland, Oregon, where you will serve as a primary contact for clients. Responsibilities include deepening relationships, assisting with transactions, and connecting clients to specialists. This position requires strong communication skills and the ability to deliver exceptional client service. With a minimum requirement of a high school diploma, benefits and incentives based on performance are also offered. #J-18808-Ljbffr Bank of America
- ...enthusiasm for helping our clients, taking care of our... ...As a Private Client Advisor in Chase Wealth... ...the goals of the bank, while fostering a culture... ...Build a book of business and deliver personalized investment solutions... ...America’s households and small businesses achieve...Personal
- ...supervision of students on an individual and small group basis. The instructional assistant... ...Credit Union and students performing as bank tellers. Assist with daily operation of... ...high‑school students and customers. Personal characteristics of flexibility, initiative...PersonalApprenticeship
- ...Description Job Description TITLE : Associate Business Client Advisor (Credit Analyst) REPORTS TO : Commercial Banking Team Leader FLSA : Exempt CATEGORY :... ...analysis of credit reports, business and personal tax returns, financial statements, cash flows...PersonalFull timeWork at officeImmediate startMonday to FridayShift work
$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...PersonalWork experience placementWork at officeImmediate start- ...memorable experiences for our clients and employees, making them... ...hospitality, using the latest banking solutions and cutting‑edge... ...branch‑assigned clients, both in person and over the phone, to build... ...of America’s households and small businesses achieve their financial...PersonalImmediate startAfternoon shift
- ...10677899 Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 10/20/202... ...Associate at J.P. Morgan Advisors, where you'll be at... ...Financial Advisors, providing personalized solutions and building... ...'s households and small businesses achieve...PersonalFull timeLocal area
- Bank of America is seeking a motivated individual for a role focused on engaging clients and assisting with financial transactions in Vancouver, WA. The position requires clear communication, strong relationship-building skills, and the ability to educate clients on using...
$25 - $27.88 per hour
Bank of America is looking for a motivated candidate for a client-facing role in Vancouver, Washington. The position involves engaging clients, assisting with transactions, and building strong relationships to help them achieve their financial goals. The ideal candidate...Hourly payWeekend work- U.S. Bank in Vancouver, WA is seeking a dedicated customer service representative to build relationships with clients through multiple channels and provide optimal support. The role requires a high school diploma and 3-4 years of retail banking experience, preferably in...
- ...Portland, Oregon is seeking a dedicated customer service professional to engage with clients and identify suitable financial solutions. The role requires a focus on customer loyalty and personalized service, addressing both sales and service needs effectively. The ideal...Personal
$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- ...provider in Portland, Oregon seeks a Retail Banking Sales & Service professional to deliver... .... The ideal candidate will engage with clients, conduct needs assessments, and comply... ...regulatory requirements while contributing to business results. A focus on results and strong...Personal
- KeyCorp is seeking a Personal Banker in Lake Oswego, Oregon. This role involves engaging with clients to provide personalized financial wellness solutions and achieve sales... ...opening accounts, providing guidance on banking products, and ensuring compliance with policies...Personal
- Columbia Bank seeks an individual to provide exceptional client service and manage financial accounts. This role involves engaging clients in financial reviews... ...to identify needs, and opening both consumer and business accounts. The ideal candidate has a High School Diploma...Personal
- ...memorable experiences for our clients and employees, making them... ...hospitality, using the latest banking solutions and cutting-edge... ...of America’s households and small businesses achieve their financial goals... ...services, including personal banking, credit cards, mortgages...PersonalPart time
$20.67 - $31.25 per hour
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...PersonalHourly pay- ...Loan Officer to join our Finance team in the Banking, Insurance & Investment industry. You will... ...income, recommend loan products, and guide clients from application through closing. Responsibilities include managing a personal pipeline, ensuring complete and compliant...Personal
- ...leading financial institution in Lake Oswego is seeking a Private Client Advisor focused on serving Mass Affluent clients. The advisor will... ...plans, and achieve sales goals while working closely with banking partners. Essential qualifications include necessary FINRA licenses...Work at officeFlexible hours
- ...needs. As a Private Client Banker in Branch Banking, you are the main... ...Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers)... ...’s households and small businesses achieve their... ...financial services, including personal banking, credit cards,...PersonalImmediate startAfternoon shift
$20.67 - $31.25 per hour
...financial institution in Lake Oswego is seeking a Personal Banker to serve as a trusted advisor for clients. Responsibilities include building financial wellness... ..., opening accounts, and ensuring compliance with banking procedures. Candidates should have a high school diploma...PersonalHourly pay- ...Personal Banker Full-time Company Description Financial Services... ...banker actively develops new business and expands existing customer... ...and handling customers' banking needs, obtaining and... ...and services. Actively refers clients for brokerage products to Financial...PersonalFull time
- ...memorable experiences for our clients and employees, making them... ...hospitality, using the latest banking solutions and cutting-edge... ...proactively meet with them, both in person and over the phone, to build... ...of America’s households and small businesses achieve their financial...PersonalImmediate startAfternoon shift
- ...memorable experiences for our clients and employees, making them... ...hospitality, delivering the latest banking solutions and cutting-edge... ...skills, both in person and over the phone, with proven... ...of America’s households and small businesses achieve their financial goals...PersonalImmediate startAfternoon shift
- ...We know the value of work-life balance and are committed to the personal well-being of all our team members. Position Summary:... ...Messages: Radiology Partners will never request payment, banking or other financial information in exchange for interviews or as...PersonalLocal area
$18 - $22 per hour
...Umpqua Bank Client Service Specialist (Teller) At Umpqua, we create a great place to work by offering a unique brand of relationship... ...best way forward is together. Together for people. Together for business. Together for better. About the Role As the first point...Night shift$48.1k - $58.4k
...has grown to over 200,000 startups and small businesses from all around the world. This turns out... ...how our product works in detail. Banking has a lot of moving pieces, so this is... ...confident talking with startup folks in person, over chat, or on the phone Use creativity...Fixed term contractRemote workRotating shiftWeekend workDay shift- ...wide range of investment banking, securities,... ...firm’s employees serve clients worldwide, including corporations... ...that balances personal lifestyles, perspectives... ...Consulting Solutions (ICS) business, a part of Morgan... ...directly with Financial Advisors/Consultants and other...PersonalWork at officeLocal areaWorldwide
- ...partners, including existing and prospective banking institutions, private debt and equity... ...and heard. With a strong emphasis on personal growth, we offer one-on-one coaching, regular... .... While schedules may vary based on business need, this role typically operates in a...PersonalWork at officeWork from homeDay shift
$30 per hour
...moderate complexity. The person will work as part of a larger... ...personal computers and common business applications, such as Microsoft... ...of payroll processing and banking. Knowledge of the electric... ...delivering unparalleled service to clients, fostering employee growth,...PersonalWork experience placementWork at officeImmediate start- ...moderate complexity./liliThe person will work as part of a larger... ...personal computers and common business applications, such as... ...liliUnderstanding of payroll processing and banking./liliKnowledge of the... ...delivering unparalleled service to clients, fostering employee growth,...PersonalWork experience placementWork at officeImmediate start
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