- KeyBank (Oak Grove, 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 (West Linn, 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 (Portland, OR)
- …and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness , recognizing and rewarding performance, and how we ... Financial Solutions Advisor Stage I Consumer Investments -Willamette...financial center where you will help to deliver Bank of America's core banking, investment solutions and approach… more
- Bank of America (Beaverton, OR)
- …and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness , recognizing and rewarding performance, and how we ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beaverton/ Financial -Center-Assistant-Manager--Bilingual-Spanish-Preferred\_25028135) **Job Description:** At Bank of America,… more
- Bank of America (Vancouver, WA)
- …and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness , recognizing and rewarding performance, and how we ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Vancouver/Relationship- Banker --Bilingual-Russian--Spanish-Preferred\_25029852-2) **Job Description:** At Bank of America,… 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)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the ... utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will… more
- JPMorgan Chase (Portland, OR)
- …relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might ... be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is...self-directed, proactive and creative JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- JPMorgan Chase (Vancouver, WA)
- …of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an ... acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their … 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 ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Commercial-Credit-Officer\_25029460-2) **Job Description:** At Bank of America, we are guided by a common… 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
- KeyBank (Portland, OR)
- … needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to ... resolve more complex client servicing issues + Listen for clues for financial wellness opportunities during client conversations, and then appropriately… 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
- KeyBank (Portland, OR)
- …Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these ... assets between $250,000 to $2 Million. + Host holistic Financial Wellness conversations and complete comprehensive ...+ Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,… more
- KeyBank (Hood River, OR)
- …Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these ... assets between $250,000 to $2 Million. + Host holistic Financial Wellness conversations and complete comprehensive ...+ Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,… more
- KeyBank (Gresham, 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
- Paychex (Portland, OR)
- …us to pursue your passion and unleash your potential. Overview Work with assigned bank partners to earn business referrals and sell Paychex products and services to ... size to achieve unit and revenue goals. + Schedules appointments and visits assigned bank branches to secure referrals. + Presents to bank partners on Paychex… 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