- 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 (Wilsonville, 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 Houston, Texas;Lake Oswego, Oregon; Denver, Colorado;...Oswego, Oregon; Denver, Colorado; Seattle, Washington **Job Description:** At Bank of America, we are guided by a common… more
- KeyBank (Stayton, 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 (Sherwood, 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 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
- Lincoln Financial (Salem, OR)
- …**Requisition #:** 74361 **The Role at a Glance** As a **Product Manager** on the Financial Wellness team, you would play a critical role developing the ... financial wellness strategy and shaping our roadmap....to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- JPMorgan Chase (Keizer, OR)
- …the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute ... diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be… more
- Bank of America (Portland, OR)
- …and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness , recognizing and rewarding performance, and how we ... York, New York; San Francisco, California **Job Description:** At Bank of America, we are guided by a common...are guided by a common purpose to help make financial lives better through the power of every connection.… 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
- Lincoln Financial (Salem, 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 (Lebanon, 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
- JPMorgan Chase (Salem, OR)
- …acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker , you will provide ... of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions +… 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
- PNC (Portland, OR)
- …reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally ... revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit...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 (Salem, 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
- Lincoln Financial (Salem, OR)
- …lieu of Bachelor's) (Minimum Required) **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make meaningful contributions each and ... + Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf) + Free financial counseling, health coaching and employee assistance program +… more