Relationship Banker — Personal Banking & Lending Advisor
$41.71k - $69kBMO U.S.
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. Applicants should have relevant experience and a strong commitment to customer success, alongside demonstrated problem-solving and interpersonal skills. The position offers a salary range between $41,714.00 and $69,000.00, along with comprehensive benefits. #J-18808-Ljbffr BMO U.S.
- 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...Personal
$41.71k - $69k
...Job Family Group: Retail Banking Sales & Service Delivers exceptional... ..., retail investments, lending solutions, home financing (... ..., and building new relationships within the community. * Addresses... ...credit recommendations for personal lending transactions, including...PersonalContract workPart timeLocal areaImmediate startDay shift$20.67 - $31.25 per hour
...Personal Banker Location: 12744 SW N Dakota - Tigard,... ...problem solver, trusted advisor, and partner to the... ...to develop and expand relationships based on their unique... ...making them feel that no bank will fight harder for... ...equity, unsecured lending, certificates of...PersonalHourly payWork experience placementDay shift$48k - $100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team committed to... ...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill...PersonalWork at officeShift workDay shift$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team committed to... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift$145k - $175k
SENIOR WEALTH ADVISOR JOB SUMMARY THIS POSITION ENSURES THE... ...RETAINING WEALTH MANAGEMENT AND BANKING CLIENTS. THIS ROLE WILL ALSO... .... · CULTIVATES RELATIONSHIPS WITH PROSPECTS TO OPEN FIDUCIARY... ...· MAINTAINS AND UPDATES PERSONAL KNOWLEDGE TO STAY CURRENT WITH...PersonalFull timeTemporary workWork at office- U.S. Bank in Tualatin is hiring a Client Relationship Consultant 2 to engage with clients through various channels, build relationships, and provide personalized banking solutions. Candidates must have a high school diploma and ideally three to four years of retail banking...Full time
- Personal Banker Location: 5th & Alder Retail, 530 SW 5th Ave, Portland,... ...Your search is over... WaFd Bank is hiring a Personal Banker.... ...proactively about building relationships, delivering solutions, and representing... ...including familiarity with lending, previous work in retail,...PersonalWork at office
$20.67 - $31.25 per hour
...institution in Lake Oswego is seeking a Personal Banker to serve as a trusted advisor for clients. Responsibilities... ..., and ensuring compliance with banking procedures. Candidates should... ...experience in sales or customer relationship management. This position offers...PersonalHourly pay$20 - $27 per hour
...in alignment with the bank's Breakthrough Client... ...proficiency in consumer lending. Ability to... ...expanding the client relationship with emphasis on creating... ...relationships utilizing a personal and business bio and rapport... ...our tailored premier banker programs. Career...PersonalImmediate start- A leading financial institution in Vancouver, WA is seeking a Client Relationship Consultant to manage client relationships and provide exceptional banking services. The ideal candidate will have at least three years of retail banking experience and the ability to effectively...
- WaFd Bank is looking for a Personal Banker in Portland, OR, to help clients with personal and business banking solutions. The role requires strong interpersonal skills to build rapport with clients, open new accounts, and assist with financial needs. Candidates must have...PersonalWork at office
$21 - $30 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker... ...Branch Network as part of the Consumer Banking and Lending division. In this role you will:... ...exceptional customer experience by building relationships through proactive outreach as well...PersonalWork experience placementWork at officeImmediate start$72k - $110k
Financial Advisor - Addison Avenue Investment Services... ...members to deliver personalized, goals-based financial... ...providing immediate client relationships alongside significant... ...working in a bank or credit union environment... ...Special employee pricing on lending products such as...PersonalWork at officeImmediate start$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...PersonalHourly pay- ...self‑service resources, such as mobile banking, online banking, or an ATM. Key responsibilities... ...strive for operational excellence Build relationships with clients to meet financial needs... ...with experts in small business, lending, and investments Manage financial center...Shift workWeekend workDay shift
- ...self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities... ...for operational excellence Builds relationships with clients to meet financial needs Follows... ...with experts in small business, lending, and investments Manages financial center...Shift workWeekend workDay shift
- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose... ...for operational excellence Builds relationships with clients to meet financial needs... ...partnering with experts in small business, lending, and investments Manages financial center...Work at officeFlexible hoursShift workWeekend workDay shift
- ...TITLE : Relationship Banking Manager REPORTS TO : Market President FLSA : Exempt CATEGORY : Full Time SHIFT : Monday - Friday... ...New Accounts and CIP. # Operates computer terminal or personal computer to process account activity, determine balances and...PersonalFull timeImmediate startMonday to FridayShift workNight shift
- Job Description: At Bank of America, we are guided by a common... ...us! Financial Solutions Advisor Stage I (FSA I) Your journey... ...where you receive dedicated and personalized classes for your Securities... ...and managing client relationships to considering a client's complex...Work at officeImmediate startMonday to FridayShift workDay shift
- ...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...
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...management, financial planning, private banking, or related fields, with a preference... ...will have excellent communication and relationship-building skills, strong organizational abilities...
- Associate Relationship Banker - Lake Oswego Branch Location: Lake Oswego, OR... ...hospitality, using the latest banking solutions and cutting‑edge... ...branch‑assigned clients, both in person and over the phone, to build... ...to the Dodd‑Frank/Truth in Lending Act qualification...Afternoon shift
- ...Unit Consumer & Community Banking Posting Date 10/20/2025... ...at J.P. Morgan Advisors, where you'll be at the... ...Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to... ...liabilities planning, banking & lending solutions, mortgages...PersonalFull timeLocal area
- Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively... ...new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/...PersonalFull time
- ...by building lasting relationships, doing the right thing... ...As a Private Client Banker in Branch Banking, you are the main... ...Specialists (Private Client Advisors, Mortgage Bankers... ...Dodd Frank/Truth in Lending Act* ~ High school... ...services, including personal banking, credit...PersonalImmediate startAfternoon shift
- Bank of America seeks a Financial Advisor for the Advisor Development Program to support high-net-worth individuals in their investment... ...structured training program and mentorship, emphasizing relationship management and personal client engagement. Responsibilities include...Personal
- ...in Lake Oswego is seeking a Private Client Advisor focused on serving Mass Affluent clients. The advisor will grow client relationships, provide comprehensive financial plans,... ...achieve sales goals while working closely with banking partners. Essential qualifications include...Work at officeFlexible hours
- A banking institution in Portland is looking for a Client Advisor to provide exceptional client servicing. This role involves processing transactions and offering... ...an incentive package. A strong focus on client relationships and compliance is essential, with opportunities...Hourly pay
- ...financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of... ...manage their schedules to balance their careers and personal interests. We Offer Opportunities to earn...PersonalContract workFor contractorsWork at office
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