Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banking Advisor & Client Solutions Lead

BMO

BMO Financial Group in Oregon is seeking a customer-focused Lobby Banking Associate to deliver exceptional service, identify needs, and guide customers to the best personal banking and digital options. You will collaborate with branch partners, handle transactions, advise on banking solutions, and help maintain risk and compliance while contributing to branch goals and the overall customer experience. #J-18808-Ljbffr BMO

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banking Advisor & Client Solutions Lead in Tualatin, OR vacancy
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing for SIE, Series 7, and Series 66 while building foundational advisory skills in a client-focused environment. The role serves as a gateway to delivering core banking and investment solutions... 
    Suggested

    Bank of America Corporation

    Wilsonville, OR
    4 days ago
  • Bank of America is hiring a Financial Services Advisor to help clients reach their financial goals. The role involves advising on brokerage products, mortgages and banking solutions, meeting with clients, and expanding client relationships. Candidates should have licenses... 
    Personal
    Work at office
    Flexible hours

    Bank of America Corporation

    Portland, OR
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in the United States. You will pursue SIE, Series 7, and Series 66 licenses and develop foundational skills to build and manage client relationships. After licensing, you will deliver core banking... 
    Suggested

    Bank of America Corporation

    West Linn, OR
    2 days ago
  • $100k

     ...Wealth Management is a leading provider of...  ...Merrill's Financial Advisors and Wealth Management Client Associates help clients...  ...envision through a personal relationship with...  ...Merrill coupled with the banking convenience of Bank...  ...appropriate solutions/interventions Proven... 
    Personal
    Interim role
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Lake Oswego, OR
    2 days ago
  • $20.2 per hour

     ...USD $30.89/Hr. Job Summary The Personal Banker is responsible for...  ...branch operations and assists clients with their financial needs. Personal...  ...conversations, and identify solutions that support customers’...  ...toward a solid knowledge base of bank products and services to... 
    Personal
    Work at office

    WaFd Bank

    Tigard, OR
    1 day ago
  • $20.67 - $31.25 per hour

     ...problem solver, trusted advisor, and partner to the...  ...communities. Personal Bankers engage clients in deeper conversations...  ...provide guidance and solutions to assist in client'...  ...unique financial goals, leading to client confidence...  ...them feel that no bank will fight harder... 
    Personal
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    0100 KeyBank National Association

    Tigard, OR
    5 days ago
  • A leading financial institution is seeking a Relationship Banker for their Portland branch. In this role, you will exceed client expectations and build lasting relationships using your financial...  ..., and ensuring compliance with banking regulations. The ideal candidate... 
    Full time

    JP Morgan Chase

    Portland, OR
    2 days ago
  • $43k - $75k

     ...Family Group: Retail Banking Sales & Service...  ...guidance regarding financial solutions that are in the best interests...  .... Takes a lead in proactively engaging...  ...solutions). Offers clients advice and guidance on...  ...credit recommendations for personal lending transactions,... 
    Personal
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial

    Portland, OR
    3 days ago
  •  ...point of contact for everyday banking needs, products and services...  ...deposit, credit, and investment solutions. In addition, this role...  ...build credibility and loyalty by leading with curiosity and insight,...  ...clear expectations, and taking personal ownership to convert... 
    Personal
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Lake Oswego, OR
    1 day ago
  •  ...memorable experiences for our clients and employees, making them...  ...hospitality, using the latest banking solutions and cutting‑edge financial technology...  ...service. You will take a lead role in acquiring, managing,...  ...meet with them, both in person and over the phone, to build... 
    Personal
    Full time
    Immediate start
    Afternoon shift

    JP Morgan Chase

    Portland, OR
    2 days ago
  •  ...listed***** Job Description: At Bank of America, we are guided by a...  ...Growth and delivering for our clients, teammates, communities and...  ...comprehensive advice and customized solutions to clients to help them...  ...responsibilities include triaging client leads, making referrals to business... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Oregon City, OR
    1 day ago
  •  ...Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain...  ...needed to build and manage client relationships. After...  ...financial center delivering Bank of America’s core banking, investment...  ...Success at this level typically leads to progression into Financial... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    West Linn, OR
    1 day ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Portland, Oregon. This role involves obtaining key Securities Industry licenses and...  ...learning foundational advisor skills to build and manage client relationships effectively. You will receive world-... 

    Bank of America

    Portland, OR
    4 days ago
  • Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you...  ...acquiring, building and managing client relationships, evaluating complex financial...  ...in a financial center delivering core banking, investment solutions, and client care.... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Portland, OR
    4 days ago
  • Bank of America is hiring a financial advisory professional to help clients achieve their financial goals through tailored solutions including brokerage products and banking services. The role involves planning with clients, making referrals to partners, and maintaining... 
    Work at office
    Flexible hours

    Bank of America Corporation

    Beaverton, OR
    4 days ago
  • Bank of America in the United States seeks a Financial Advisor to deliver comprehensive financial guidance and tailored solutions, helping clients reach their goals. The role includes triaging leads, referrals to partners, and reviewing goals to recommend banking and investment... 

    Bank of America Corporation

    Oregon City, OR
    3 days ago
  •  ...Wealth Management is a leading provider of...  ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...envision through a personal relationship with...  ...Merrill coupled with the banking convenience of Bank...  ...while customizing solutions based on their... 
    Personal
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lake Oswego, OR
    1 day ago
  •  ...Relationship Banker to welcome clients, build trusted relationships, and advise on financial solutions while representing the firm's...  ...role you will engage clients in person and by phone, coordinate with...  ..., and ensure compliance with banking regulations while delivering cutting... 

    JPMorgan Chase & Co.

    Portland, OR
    4 days ago
  •  ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact...  ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business...  ...institutions, offers innovative financial solutions to millions of consumers, small... 
    Immediate start
    Afternoon shift

    Aumni

    Portland, OR
    2 days ago
  • JPMorganChase, a leading financial services firm, is seeking a Relationship Banker to deliver hospitable service and build strong client relationships at a Chase branch. You will use the latest banking solutions and fintech tools to meet clients’ financial needs and help... 

    JP Morgan Chase

    West Linn, OR
    16 hours ago
  • $80k - $150k

     ...:1211 SW Fifth Avenue, Portland OregonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of... 
    Personal
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Portland, OR
    2 days ago
  • A leading financial services firm is seeking an Associate Relationship Banker in Lake Oswego...  ...on creating memorable experiences for clients and building lasting relationships through...  ...least 1 year of sales experience in retail banking and possess excellent communication... 

    JP Morgan Chase

    Lake Oswego, OR
    5 days ago
  •  ...you to balance your work and personal life. At Black & Veatch, you...  ...candidate will identify and lead the delivery of projects in Advanced...  ...for our water utility clients. Responsibilities will vary from...  ...go-to market strategy for solution offerings. Key ResponsibilitiesLeverages... 
    Personal
    Full time
    Part time
    Work experience placement
    Relocation
    Visa sponsorship
    Flexible hours

    Black & Veatch

    Tualatin, OR
    4 days ago
  •  ...Relationship Banker to join our branch team in Portland, OR. You will build lasting client relationships and provide thoughtful banking solutions, combining fintech tools with personal service. You will manage client interactions, learn products quickly, and collaborate... 
    Personal

    JPMorgan Chase & Co.

    Portland, OR
    16 hours ago
  • $185k - $300k

     ...is seeking a Senior Lead Treasury Management...  ...Northwest Government Banking market. In this role...  ...strategic treasury advisor to Government Banking clients and senior internal...  ...client discovery through solution design, proposal,...  ...activities and/or personal investing; affected... 
    Personal
    Full time
    Work experience placement

    Wells Fargo

    Portland, OR
    22 hours ago
  •  ...their business and help clients prepare for life’s planned...  .... Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered...  .... Conduct financial solution seminars. Have the flexibility...  ...their careers and personal interests. We Offer Opportunities... 
    Personal
    Contract work
    For contractors
    Work at office

    COUNTRY Financial®

    Tualatin, OR
    3 days ago
  • 1st Security Bank of Washington in West Linn, OR is seeking a Personal Banker who will sell a full range of banking services, grow customer relationships, and actively...  .... You will manage a busy pipeline, call on clients, and provide exceptional service in a community-oriented... 
    Personal

    1st Security Bank of Washington

    West Linn, OR
    16 hours ago
  •  ...service and provide tailored financial guidance in a branch environment. You will assess customer needs, discuss everyday banking and lending solutions, and promote digital self-serve options to simplify banking while building lasting relationships. In this role, you will... 
    Personal

    BMO

    Portland, OR
    2 days ago
  • U.S. Bank is seeking a Relationship Banker in Oregon/Portland to engage customers across in-person, appointment, and virtual channels, offering banking guidance and digital-first solutions. You will assess client needs, open accounts, and educate clients on products and... 

    U.S. Bank National Association

    Portland, OR
    2 days ago
  • $22 - $33.66 per hour

    Join our team! 1st Security Bank team members deliver service that...  ...on providing an exceptional client experience, then 1st Security...  ...rating firm. POSITION SUMMARY A Personal Banker is responsible for selling...  ...and act with integrity. Lead by Example -maintain a positive... 
    Personal
    Hourly pay
    Bank staff
    Work at office

    1st Security Bank of Washington

    West Linn, OR
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banking Advisor & Client Solutions Lead. Be the first to apply!