- KeyBank (Tualatin, OR)
- …the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build ... and provide guidance and solutions to assist in client's financial wellness in person as well as...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (Estacada, OR)
- …individually or to a Banker ; Provides effective and customized financial wellness recommendations to clients. + Consistently attains individual activity, ... partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing...and provide guidance and solutions to assist in client's financial wellness , both in person and through… more
- Bank of America (Lake Oswego, OR)
- …and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness , recognizing and rewarding performance, and how we ... Floor Plan Auditor-Dealer Financial Services Lake Oswego, Oregon;Denver, Colorado; Seattle, Washington...Lake Oswego, Oregon;Denver, Colorado; Seattle, Washington **Job Description:** At Bank of America, we are guided by a common… more
- KeyBank (Gresham, OR)
- …investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and ... partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB)...personally, professionally, and financially. + Listen for clues for financial wellness opportunities during client conversations and… more
- KeyBank (Gresham, OR)
- …to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As ... their day, personally, professionally, and financially. + Listen for clues for financial wellness opportunities during client conversations and provide effective… more
- JPMorgan Chase (Portland, OR)
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate ... of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing… more
- JPMorgan Chase (Portland, OR)
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial ... of a team to introduce our comprehensive solutions to clients. As a Banker , you are responsible for growing and retaining profitable relationships within the… more
- KeyBank (Portland, OR)
- … needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege ... issues, escalating as needed + Listen for clues for financial wellness opportunities during client conversations, and...conversations, and then appropriately transition the client(s) to a Banker + Assist clients in achieving their financial… more
- Atria Wealth Solutions (Vancouver, WA)
- …a passion for contributing to the success and growth of the communities we serve. + Financial Wellness - We have a passion for providing the financial ... with knowledgeable people and digital options so you can bank "Columbia" how and when you want. + Leadership...education, tools and assistance that create financial wellness and stability for our organization, each other, our… more
- Lincoln Financial (Portland, OR)
- …hospital indemnity), services (Employee Assistance, WellnessPath, Candidly, Perky, and overall Financial Wellness ) and operational structure to enhance ability ... volume of questions tied to products, services, and capabilities of Lincoln Financial . Partners with internal stakeholders on trends and more complex service needs… more
- KeyBank (Beaverton, OR)
- … financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable ... appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk… more
- Avenue5 Residential, LLC (Portland, OR)
- … wellness : Medical, dental, vision, and mental health coverage options. + Financial wellness : Competitive pay plus basic life insurance and matching 401K ... contributions. + Mental and emotional wellness : Generous time-off plan includes 10 paid holidays including...accounts receivable including collecting rent, posting rent, making daily bank deposits, and maintaining a balanced, accurate rent roll.… more
- VCA Animal Hospitals (Clackamas, OR)
- …+ Innovative associate health and wellbeing department (Headspace app subscriptions, Vault financial wellness tool, and access to additional mental health ... collaborative work place. Another component of community involvement is the hospital's blood bank . It was established in 2006 to provide the highest quality blood… more
- PNC (Portland, OR)
- …reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally ... Boston, Portland, Calabasas, Dallas or Pittsburgh. Commercial Banking provides financial services, both in and out of PNC's branch...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more
- Anywhere Real Estate (Portland, OR)
- …leadership experience. Proven track record of driving growth and profitability. + ** Financial and Analytical Acumen:** Strong understanding of P&L financial ... + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Better… more
- JPMorgan Chase (Portland, OR)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... offer comprehensive financial planning and advice to individuals and families. Your...support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build… more
- JPMorgan Chase (Portland, OR)
- …Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and ... breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you...to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** +… more
- JPMorgan Chase (Portland, OR)
- …diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be ... by providing education and advice tailored to suit their financial needs. As a Branch Operations Lead Trainee in...cash vault, ATM, or others while adhering to all bank policies and procedures + Introduces customers to the… more
- JPMorgan Chase (Portland, OR)
- …duties will encompass the preparation of monthly and/or quarterly client financial statements, investor reports, and annual audit reports. Additionally, you will ... and accounting procedures. **Job Responsibilities** + Prepare monthly and quarterly client financial statements as well as special ad-hoc reports for investors. +… more
- Compass Group, North America (Battle Ground, WA)
- …education and operational experience driven by top culinary, nutrition, wellness , and sustainability talent. For more information, visit www.ChartwellsK12.com . ... sales and meal counts using computer. + Perform daily bank deposit reconciliation. + Process vendor invoices for payment...reimbursement. + Assist in preparation of end of month financial reports. + Attend in-service and/or safety meetings as… more