- Principal Financial Group (Lake Oswego, OR)
- …office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. ... of the role, candidate must be able to provide personal transportation to business related events. Licensing required based...to follow an Investment Code of Ethics related to personal and business conduct as well as personal… more
- Columbia Bank (Hillsboro, OR)
- Personal Banker Retail Banking Group Hillsboro, Oregon **Description** **About Us:** AtColumbia, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating… more
- Bank of America (Portland, OR)
- …be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Portland/Senior- Banker \_25038315) **Job Description:** At Bank of ... Senior Banker Portland, Oregon;Hillsboro, Oregon **To proceed with your...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of… more
- KeyBank (Hillsboro, OR)
- …in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with ... partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in...goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,… more
- KeyBank (Hillsboro, OR)
- …in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with ... goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- KeyBank (Portland, OR)
- …client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- Wells Fargo (Portland, OR)
- …in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- Wells Fargo (Vancouver, WA)
- …in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- KeyBank (Tigard, OR)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity… more
- KeyBank (Portland, OR)
- …solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...to deepen and expand the client relationship. + Opening personal and business accounts (consumer checking, small business, various… more
- BMO Financial Group (Lake Oswego, OR)
- …processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… more
- BMO Financial Group (Lake Oswego, OR)
- …identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based… more
- Columbia Bank (Lake Oswego, OR)
- …and existing commercial business relationships. CSM is a second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan, deposit, and ... to undercover potential client needs + Partners with the Banker as the second, primary point of a contact...for loans, deposits and core fees to ensure the bank meets its overall financial targetsand balanced-growth objectives. Achieves… more
- US Bank (Portland, OR)
- At US Bank , we're on a journey to do our best....is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to ... responsible for leading all national philanthropic efforts for US Bank . As the senior thought leader, acts as the...leader, acts as the face and voice of the bank in providing guidance and expertise in designing and… more
- Columbia Bank (Tigard, OR)
- …Role:** This role isresponsible for maintaining certain aspects of the Bank 'sAML/CFT program and assists in meeting and maintaining BSA/AML compliance requirements ... of the Bank . Assigned to a team that is responsible for...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Portland, OR)
- …works closely with the Branch Manager to attain branch and Bank goals by ensuringday-to-dayoperational excellence in the branch,supervising,and leading the Client ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Columbia Bank (Portland, OR)
- …as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for ... for driving overall relationship strategy focused on enhancing relationships across multiple bank products. + Lead, direct, and coordinate the underwriting team in… more
- Columbia Bank (Portland, OR)
- …risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures ... and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere… more
- Bank of America (Portland, OR)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and… more
- Bank of America (Portland, OR)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
