- 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. ... to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.… more
- Columbia Bank (Portland, OR)
- …provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Opens Consumer and Business accounts ... goal of identifying and referring a wide range of bank products and services to the appropriate internal business...creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. +… more
- Columbia Bank (Salem, OR)
- **About the Role:** In this role, you will serve as the business banker for new and existing small to medium size business clients. You will develop and grow new ... contact with new clients to enhance client's initial experience with Umpqua Bank . + Develop revenue-generating client relationships by calling on prospective or… more
- KeyBank (Oregon City, 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
- Wells Fargo (Beaverton, 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 (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
- KeyBank (Mcminnville, OR)
- …and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... 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 (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
- BMO Financial Group (Portland, 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 (Tualatin, 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)
- …commercial business relationships. CSM is a second, primary touch-point between Bank and Client. Responsible for identifying additional loan, deposit, and core ... 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
- Columbia Bank (Yamhill, OR)
- …customer service standards along with operational soundness and generating revenue for the branch and Bank . + Act as backup to personal banking team to open new ... **About the Role:** This position works closely with the branch manager to attain branch- and Bank - established goals. Manages a team responsible for exceptional… more
- Columbia Bank (Hillsboro, OR)
- **About the Role:** The Relationship Development Manager supports the Bank 's goal of becoming a high-performing bank , recognized as The Business Bank of ... to expand and deepen client relationships holistically addressing both business and personal objectives. + Engage our partners in the development of customized… more
- Columbia Bank (Portland, OR)
- …work and documentation and suspicious activity reporting (SAR) as required under the Bank Secrecy Act and USA PATRIOT Act, in accordance with regulatory guidance ... one-on-one coaching andfacilitatingtraining opportunities. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated… 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
- Bank of America (Portland, OR)
- …Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Columbia Bank (Hillsboro, OR)
- …the efforts of Credit Risk Administration in identifying, measuring, and monitoring the Bank 's credit risk to maintain sound and effective management of the Bank ... models and support data governance in adherence to the Bank 's Credit Risk Management policies and regulations. + Prepare...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Salem, OR)
- …law, estate planning and fiduciary responsibilities. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Dallas, OR)
- **About the Role:** Provides outstanding customer service to individuals contacting the Bank , by phone, chat or online, by resolving issues, providing information, ... looking for opportunities to strengthen the customer relationship through suggesting Bank products and services. Performs specialty tasks and completes moderate to… more
- Bank of America (Lake Oswego, 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
