Relationship Banker & Financial Guidance Specialist
$20.5 - $24.75 per hourRole, Inc.
Role, Inc. is hiring a Relationship Banker to join their supportive sales team in Vancouver. This full-time on-site position requires processing financial transactions and providing tailored member services. The ideal candidate will have strong customer service skills and be adept in a fast-paced environment. Benefits include medical coverage, 401K matching, and paid time off. The salary ranges from $20.50 to $24.75 per hour along with monthly incentives. #J-18808-Ljbffr Role, Inc.
$20.5 - $24.75 per hour
...Relationship Banker The Relationship Banker is a frontline financial partner that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in...SuggestedHourly payFull timeWork at office$25 - $27.88 per hour
...conversations with clients to gain in‑depth knowledge of their financial and life priorities and connect them to solutions that meet... ...'s risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established processes...SuggestedHourly payShift workWeekend workDay shift$41.71k - $69k
...prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.... ...reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves...SuggestedPart timeLocal areaImmediate startDay shift- First Tech Federal Credit Union is seeking a Relationship Banker in Vancouver, WA, to provide frontline financial services to members. In this role, you will engage with members to understand their financial needs and offer tailored products and services. Key responsibilities...SuggestedHourly pay
- ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...what you excel at—all from Day One. Job Description Build relationships with customers via multiple channels including in-person, by...SuggestedTemporary work
$21.68 - $26.5 per hour
U.S. Bank is seeking a Client Relationship Consultant to build and maintain relationships with customers across multiple channels, providing... ...reach out to clients for follow‑up, learning about their financial goals and channel preferences. Identify solutions for new and...Hourly payTemporary work- JPMorgan Chase is seeking a Financial Advisor in Portland, OR. In this role, you will champion team success, build client relationships, and deliver tailored investment solutions, all while leveraging your deep understanding of financial markets. Preferred qualifications...
- Koitecc Solutions in Portland, Oregon, is seeking a Relationship Banker to enhance client experiences and manage relationships effectively.... ...The role includes utilizing innovative banking solutions and financial technology while prioritizing client satisfaction and retention...
- U.S. Bank is seeking an Insurance Premium Finance Banker in Portland, Oregon, responsible for managing relationships with high net worth clients and ensuring compliance with banking regulations. The role requires extensive banking experience, particularly in IPF lending...
- U.S. Bank in Portland, OR, seeks a Client Relationship Consultant to foster client relationships through in-person and virtual channels. The role requires building trust while meeting clients' banking needs and effectively communicating product offerings. Ideal candidates...
$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...$85.1k - $161.7k
...Participate in multiple engagements within the Technical Accounting Consulting practice to provide technical accounting and financial or business advisory guidance to clients Demonstrate basic to intermediate knowledge of complex financial accounting concepts Commit to...Work experience placementInternshipLocal area- 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...
- Global Elite is seeking a Part-Time Financial Services Consultant in Vancouver, WA. This remote position allows you to earn extra income while maintaining your current job. You'll communicate with clients and develop financial strategies to enhance their security. The role...Remote jobExtra incomePart time
$120.7k - $162.2k
Strategic Financial Analyst Lead Work Hybrid (In office 3 days/week) within Oregon, Washington, Idaho or Utah Build a career with purpose... ...partner in the area(s) of support, by providing financial guidance and support; builds budgets, forecasts, conducts variance...Work at officeImmediate startWork from homeFlexible hours3 days per week- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...Work at officeShift workWeekend workDay shift
$85k - $135k
...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience... ...experience in the role will assist you in navigating client relationships and provide personalized career development. -The Day-to-Day:...Work experience placementWork at officeWork from home- ...management & deposit sales officer with a very successful regional financial institution. Responsibilities: Generates new cash management... ...by following up on sales leads, expanding existing client relationships, and identifying/qualifying new prospects within the assigned...Immediate start
$28.99 - $35.43 per hour
...Job Title Client Relationship Consultant Job Description Location: 15900 SW 116th Ave, Tigard, OR 97224 Client Relationship... ...outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...Temporary workLocal area$90k - $140k
...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position...Work at officeWork from home$25.49 - $31.15 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...Portland, Oregon 97209 Responsibilities Build and maintain relationships with customers across in-person, appointment, and virtual channels...Hourly payTemporary work$80k - $130k
...developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments... ...towards their long-term financial goals * Build trusting relationships with our clients and educate them on our top-down portfolio...Work at officeWork from home$20 - $27 per hour
...Engage clients and prospects in client financial review(s) and business financial reviews... .... Proficient in expanding the client relationship with emphasis on creating new relationships... ...your skills with our tailored premier banker programs. Career Growth: Clear paths...Immediate start- Medium is seeking dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families and children. The ideal candidates will possess strong communication skills, a genuine desire to help others, and the integrity required for ethical...Remote jobWork from home
- ...prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are... ...License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant...Contract workFor contractorsWork at office
- Responsibilities: This full-time Financial Advisor role is located in Vancouver, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role requires...Remote jobFull timeContract work
- ...Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have at least 2 years...
- A leading financial institution in Vancouver seeks a Private Client Advisor to provide comprehensive financial planning and advice.... ...of financial advisory experience, and strong skills in client relationships and investment solutions. You will champion client success while...
$80k - $200k
...NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their... ...experiences to build rewarding practices and relationships with their clients. With Northwestern... ...of support including network of specialists, paid training, and mentoring. You're in...Full timeWork experience placementInternshipWork at officeRelocation$70k - $93.5k
EP Wealth Advisors is seeking a Financial Planning Associate in Vancouver, WA. This role involves working closely with advisors to create... ...to detail, and the ability to build long-lasting client relationships. Compensation ranges from $70,000 to $93,500 annually, with extensive...Flexible hours
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