Personal Banker
$20 - $27 per hourColumbia Banking System
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 acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending and some small business lending opportunities.Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.Make recommendations and follow through on commitments to clients.Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.Opens Consumer and Business accounts for existing and new clients.Originates Consumer loans independently and accurately.Originates business loans independently or with minimal assistance.Acts as a resource to the Teller by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.About You:High School Diploma or GED, required.1 year of Teller or other banking experience required.In-depth knowledge of Consumer products and services.Demonstrated proficiency in consumer lending.Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days required.Be a part of a bank that invests in you!Competitive Incentive Plan: Earn rewards that match your efforts.Professional Development: Grow your skills with our tailored premier banker programs.Career Growth: Clear paths to achieve your professional goals.The pay range for this role is $20.00 - $27.00.The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.Primary Location: Ability to work fully onsite at posted location(s).201 B Avenue Suite 100 Lake Oswego OR 97034Our Benefits:We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.Our Commitment to Diversity:Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io .To Staffing and Recruiting Agencies:Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. #J-18808-Ljbffr
$20.67 - $31.25 per hour
...97035 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$20 - $27 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 acquire new and expand existing relationships with clients by asking questions to identify...SuggestedImmediate start- ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...SuggestedWork experience placementFlexible hours
- Columbia Banking System in Lake Oswego seeks a dedicated Personal Banker to provide exceptional client service by building relationships and identifying needs for banking products and services. This role involves opening accounts, originating consumer and business loans...Suggested
- Columbia Bank in Lake Oswego is hiring a Personal Banker to enhance client relationships and provide exceptional service. Responsibilities include opening accounts, originating loans, and ensuring customer satisfaction. Ideal candidates will have banking experience, a high...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...Work experience placementFlexible hours
$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, and ensuring compliance with banking procedures. Candidates...Hourly pay- ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and...Full time
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- Columbia Bank in Lake Oswego, Oregon, is seeking a Banking Liaison responsible for managing customer relationships during onboarding and ongoing transactions. The role requires interaction with the Commercial Relationship Team and processing customer documentation in compliance...
$20 - $21 per hour
...Personal Bankers UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial...Local areaFlexible hoursAfternoon 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 officeFlexible hoursShift workWeekend workDay shift
- ...this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Health and Dependent Care Reimbursement Accounts ~ Paid Time Off; Paid Family Leave ~ Banking Privileges Position: Personal Banker Position Location Citizens Bank - Oregon City Branch Type: Non-Exempt/Non-Officer Reports to: Branch...Temporary workWork at officeDay shift
- ...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that...Work experience placementFlexible hours
- ...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...
- 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...
$20 - $27 per hour
...creating new relationships, and expanding existing relationships with personal and business rapport. Ability to obtain a Nationwide Multistate... ...development: Grow your skills with tailored premier banker programs. Career growth: Clear paths to achieve your professional...Hourly payImmediate start- First National Bank Texas in Portland, Oregon is seeking a customer service representative who will provide exceptional customer service and support the financial success of customers. Responsibilities include processing cash transactions, evaluating customer relationships...Flexible hoursAfternoon shift
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- 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
- A leading financial services firm is seeking an Associate Relationship Banker in Lake Oswego, OR. This role focuses on creating memorable experiences for clients and building lasting relationships through attentive service. The ideal candidate should have at least 1 year...
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours$80k - $105k
Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare...
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$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$90k - $130k
...wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly...Full timeTemporary workWork at officeFlexible hours
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