Relationship Banker
Jobtailor
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency. Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease Requirements 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Core Competencies Demonstrates expertise in customer relationship management and tailored banking strategies, with a strong focus on digital adoption and service efficiency. Proven ability to collaborate with cross-functional teams to deliver integrated financial solutions and enhance customer satisfaction. Highest-signal resume keywords Customer Relationship Management Issue Resolution Digital Banking Adoption Cross-Functional Collaboration Customer Service Experience ATS Optimization Keywords Soft Skills Effective Communication Relationship Building Problem Solving Industry Keywords Consumer Banking Business Banking Wealth Management Lending Investments Customer Engagement Service Efficiency #J-18808-Ljbffr
- ...banking, online banking, or ATM. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established processes and guidelines in daily activities to do what is right for clients...SuggestedShift workWeekend workDay shift
Dormont Manufacturing Company
Tigard, OR1 day ago $20 - $29 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and...SuggestedWeekend workColumbia Banking System
Portland, OR1 day ago$20 - $29 per hour
...About the Role Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and...SuggestedWeekend workColumbia Bank (WA, OR & ID)
Portland, OR1 day ago$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...SuggestedHourly payWork experience placementDay shiftDormont Manufacturing Company
Lake Oswego, OR1 day ago- ...the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedShift workDay shift
Bank of America
Portland, OR4 days ago - ...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...Shift workWeekend workDay shift
Bank of America
West Linn, OR6 days ago $18 - $26 per hour
...About the Role:The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Immediate startColumbia Banking System
Portland, OR2 days ago$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking... ...-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will...Boutique Recruiting
Portland, OR18 hours ago- ...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workMonday to FridayShift workDay shift
Bank of America
Wilsonville, OR2 days ago - ...lives, helping them achieve their long‑term financial goals as you make a difference in your community. Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeWork from homeHome office
Edward Jones
Lake Oswego, OR3 days ago $1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursUnavailable
Lake Oswego, OR3 days ago- ...Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Wilsonville, OR18 hours ago - ...Columbia Banking System in Portland is looking for a Personal Banker to enhance client relationships and deliver outstanding service. The role includes acquiring new clients, providing lending solutions, and ensuring adherence to service standards. You will need a High...
Columbia Banking System
Portland, OR1 day ago - ...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
Direct Staffing Inc
Portland, OR18 hours ago - ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Wilsonville, OR2 days ago $80k - $105k
...skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per weekAldrich
Lake Oswego, OR1 day ago$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Lake Oswego, OR3 days ago$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Lake Oswego, OR3 days ago- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Wilsonville, OR3 days ago - ...industry standards. Monitor documentation to ensure adherence to internal procedures and legal requirements. Build Strong Client Relationships Work directly with local governments, school districts, special districts, and public agencies. Participate in client meetings,...Local area
Special Districts Association of Oregon
Tigard, OR3 days ago - Pacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised...Local area
Pacific Capital Resource Group
Lake Oswego, OR3 days ago - ...business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. Requirements 4-Year Degree Desire to Help Others Highest Level of Integrity & Ethics Interpersonal &...
WestPac Wealth Partners
Lake Oswego, OR18 hours ago - ...a strong team mentality and be driven to grow professionally and personally. Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs Lead client meetings...
Mariner
Tigard, OR1 day ago - ...through team‑based Roundtable and UniFi processes, surpassing standard industry practices. Primary Job Functions Manage client relationships and assist senior advisors with complex portfolios to maintain the WEG planning‑based standard. Facilitate the financial planning...Full timeFlexible hours
Wealth Enhancement Inc
Lake Oswego, OR18 hours ago $80k - $90k
...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 teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Lake Oswego, OR3 days ago$68.64k - $80k
...each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment...Work at officeLocal areaLPL Financial
Lake Oswego, OR18 hours ago- ...candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose‑driven, this could be a great fit. Both Part‑time and Full‑time openings...Full timePart time
SkyKey Financial
Tualatin, OR2 days ago $20.54 - $27.78 per hour
Herzing University in Portland, Oregon, is looking for a Financial Aid Advisor. In this customer service position, you'll assist a diverse student population with financial aid processes and funding options. This role offers a comprehensive benefits package, including...Hourly payRemote workHerzing University
Portland, OR1 day ago$87.4k - $123.4k
...the Client Experience Specialist, the Wealth Advisor delivers high-touch, highly personalized support to our clients. Focus is on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Retirement
Beaverton, OR4 days ago$193k - $280k
Position Overview Stoel Rives LLP is seeking a debt finance associate with 3-5 years of experience to join its Corporate Practice Group in either the Seattle or Portland office. The associate’s area of work will include structuring, negotiating and documenting secured ...Work at officeStoel Rives
Portland, OR2 days ago
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