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.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker — Personal Banking & Lending Advisor in Portland, OR vacancy
- 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
...financial solutions and preferred banking channels while recommending... ..., retail investments, lending solutions, home financing (including... ..., and building new relationships within the community. Addresses... ...credit recommendations for personal lending transactions,...PersonalContract workPart timeLocal areaImmediate startDay shiftBMO Financial Group
Portland, OR3 days ago$25 - $38.46 per hour
...Private Client Banker Location: 14888 SE... ...problem solver, trusted advisor, and partner to... ...the entire client relationship with a plan-based... ...Services, Private Bank, Mortgage or... ...have on their day, personally, professionally, and... ...equity, unsecured lending, certificates of deposit...PersonalHourly payWork experience placementDay shiftKeyCorp
Portland, OR10 hours ago$20.67 - $31.25 per hour
...Personal Banker Location: 4735 SW Hall Boulevard - Beaverton... ...solver, trusted advisor, and partner to the people... ...develop and expand relationships based on their unique... ...them feel that no bank will fight harder for... ...home equity, unsecured lending, certificates of...PersonalHourly payWork experience placementDay shiftKeyCorp
Beaverton, OR4 days ago$145k - $175k
...Senior Wealth Advisor This position ensures the growth and development... ...wealth management and banking clients. This role will also... .... Cultivates relationships with prospects to open fiduciary... ...research. Maintains and updates personal knowledge to stay current...PersonalTemporary workWork at officeRiverview Bank
Vancouver, WA3 days ago$68.64k - $80k
...Financial collaborates with banks to provide a comprehensive suite... ...you to join our employee advisor model as a Wealth Advisor affiliated... ...to meeting the banking, lending and wealth management needs... ...and maintain strong working relationships with all assigned Branches....Work at officeLocal areaLPL Financial Holdings, Inc.
Portland, OR3 days ago- ...professional to engage with clients and identify suitable financial solutions. The role requires a focus on customer loyalty and personalized service, addressing both sales and service needs effectively. The ideal candidate will have 2-3 years of relevant experience,...Personal
$20 - $28 per hour
...About the Role: The Personal Banker is responsible for delivering... ...experience by adhering to the bank's Breakthrough Client Experience... ...new and expand existing relationships with clients by asking questions... ...and originating consumer lending and some small business...PersonalImmediate startColumbia Banking System, Inc.
Portland, OR3 days ago$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$72k - $110k
...Description The Financial Advisor at Addison Avenue... ...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 startFirst Tech Federal Credit Union
Beaverton, OR18 days ago- ...clients with an emphasis on personalized goals-based planning which has... ...member base. Financial Advisors at OnPoint address and assess... ...Network, serve and build relationships with new and existing financial... ...services (i.e. Investments, Banking, or other related field)...Temporary workLocal area
OnPoint Community CU
Milwaukie, OR2 days ago $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- ...through self‑service resources such as mobile banking, online banking, or ATM. Accurately and... ...for operational excellence. Build relationships with clients to meet their financial needs... ...with experts in small business, lending, and investments. Manage financial center...Shift workDay shift
- Responsibilities Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes... ...partnering with experts in small business, lending, and investments. Manages financial center...Shift workWeekend workDay shift
$75k - $85k
Position Overview Financial Solutions Advisor - Bank of America Advisor Development Program... ...Academy, including hands‑on practice, personalized coaching and classes that cover portfolios... ...solutions. Build and nurture strong relationships with banking customers, small‑business...Immediate startDay 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 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
- ...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
Summit Bank
Portland, OR4 days ago - ...Personal Banker Full-time Company Description Financial Services Job Description The personal... ...new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account...PersonalFull time
- Job Description As an Advisor Development Program Financial Solutions Advisor Stage I (ADP... ..., building, and managing client relationships, evaluating complex client financial pictures... ...pictures and provide tailored advice. Deliver Bank of America core banking and investment...Immediate startShift workDay 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
$18 - $25.14 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE... ...part of the Consumer, Small & Business Banking division. In this role you will:... ...exceptional customer experience by building relationships through proactive outreach as well as...PersonalWork experience placementWork at officeImmediate start- ...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 Our financial advisors have...PersonalContract workFor contractorsWork at office
COUNTRY Financial
Vancouver, WA2 days ago - ...Associate Vice President and Wealth Advisor About the Company Premier investment... ...management, financial planning, private banking, or related fields, with a preference for... ...candidate will have excellent communication and relationship-building skills, strong organizational...
- ...Thrivent Financial Advisor Meaningful work. Rewarding career... ...advice, investments, insurance, banking and generosity. At Thrivent,... ...and faith. Provide personal, actionable and achievable advice... ...maintain genuine, long-term relationships throughout generations based...Personal
Thrivent Financial for Lutherans
Portland, OR4 days ago - 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
- ...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
- ...understood. We build lasting relationships by doing the right... ...As a Relationship Banker in a Chase Branch, you... ...hospitality, using the latest banking solutions and cutting-... ...with them, both in person and over the phone, to... ...Dodd Frank/Truth in Lending Act This position...PersonalImmediate startAfternoon shift
- 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
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker — Personal Banking & Lending Advisor. Be the first to apply!
Related searches