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Private banker Jobs in Portland, OR

Last updated: 11 hours ago
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PERSONAL BANKER

PERSONAL BANKER

Banner BankOR, United States
$18.00–$25.20 hourly
Full-time
Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will ...Show moreLast updated: 17 hours ago
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Personal Banker

Personal Banker

Umpqua BankPortland, OR, United States
Full-time
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, foll...Show moreLast updated: 4 days ago
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Senior Banker, Florida Licensed

Senior Banker, Florida Licensed

VirtualVocationsPortland, Oregon, United States
Full-time
A company is looking for a Senior Banker, IPG.Key ResponsibilitiesServe as a Trusted Advisor, providing comprehensive financial solutions to clientsLead deal teams and manage credit and non-credit ...Show moreLast updated: 13 days ago
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Sr Mortgage Banker-Affordable Housing

Sr Mortgage Banker-Affordable Housing

Key BankPortland, OR, United States
Permanent
SW Fifth Avenue - Portland, Oregon 97204.KeyBank Real Estate Capital is one of the nation's leading providers of commercial and multifamily real estate finance. KeyBank focuses on building long-term...Show moreLast updated: 19 hours ago
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Relationship Banker (Tanasbourne Experience Center)

Relationship Banker (Tanasbourne Experience Center)

First Tech Federal Credit UnionBeaverton, OR, United States
$19.71–$24.52 hourly
The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced env...Show moreLast updated: 6 days ago
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Private Soccer Coach

Private Soccer Coach

Dribbler LLCPortland, OR, United States
$35.00–$50.00 hourly
Full-time
About the job Private Soccer Coach.Join Dribbler Soccer : Transform Your Passion for Soccer Into a Rewarding Career! ?.Dribbler Soccer is a leading name in private soccer training across the United ...Show moreLast updated: 7 days ago
Private Investigator- Paid Internship

Private Investigator- Paid Internship

LJK INVESTIGATIONS LLCBeaverton, OR, US
$18.00–$22.00 hourly
Full-time
Paid Private Investigator Internship Opportunity : Criminal Defense Private Investigator Intern.Compensation : $18–$22 per hour (based on experience & qualifications). Paid Time Off – Includes vac...Show moreLast updated: 26 days ago
Commercial Banker, Middle Market Banking - Vice President

Commercial Banker, Middle Market Banking - Vice President

JPMorgan Chase Bank, N.A.Portland, OR, US
Full-time
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 Banker within the Middle Market Bankin...Show moreLast updated: 2 days ago
Personal Banker Vancouver Mall

Personal Banker Vancouver Mall

WELLS FARGO BANKVANCOUVER, Washington, United States of America
$18.00–$25.14 hourly
Full-time
Are you looking for more? Find it here.At Wells Fargo, we believe that a meaningful career is much more than just a job.It's about finding all of the elements that help you thrive, in one place.Liv...Show moreLast updated: 3 days ago
Relationship Banker (Tanasbourne Experience Center)

Relationship Banker (Tanasbourne Experience Center)

First Technology Federal Credit UnionBeaverton, OR, US
$19.71–$24.52 hourly
Full-time
The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you’ll work in a fast-paced env...Show moreLast updated: 5 days ago
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Private Client Adviser – Inside Sales

Private Client Adviser – Inside Sales

Fisher InvestmentsPortland, OR, US
$100,000.00 yearly
Full-time
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-ne...Show moreLast updated: 21 hours ago
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Associate Banker

Associate Banker

BMO Financial GroupLake Oswego, OR, United States
$41,715.00–$49,000.00 yearly
Part-time
Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...Show moreLast updated: 14 days ago
Private Client Banker, Clackamas

Private Client Banker, Clackamas

KeyBankClackamas, OR
Full-time
SE 82nd Avenue - Clackamas, Oregon 97015.Be a 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 Ke...Show moreLast updated: 30+ days ago
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Senior Banker

Senior Banker

Bank of AmericaPortland, OR, United States
$24.00–$30.67 hourly
Full-time
Portland, Oregon;Vancouver, Washington; Portland, Oregon.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible ...Show moreLast updated: 14 days ago
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Private Swim Instructor

Private Swim Instructor

InstaSwim LLCPortland, OR, US
$40.00–$60.00 hourly
Full-time
InstaSwim is looking to hire professional and experienced private swim instructors to teach swim lessons in our clients private homes & community pools all within your location & surroundin...Show moreLast updated: 30+ days ago
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Wealth Management Banker- NMLS 3

Wealth Management Banker- NMLS 3

U.S. BankLake Oswego, OR, US
$136,400.00 yearly
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 11 hours ago
Private Tutoring Jobs Vancouver

Private Tutoring Jobs Vancouver

SuperprofVancouver, Washington
$80.00 hourly
Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners.We operate in over 41 countries, making education accessible to everyone, everywhere.Sup...Show moreLast updated: 30+ days ago
PERSONAL BANKER

PERSONAL BANKER

Banner BankOR, United States
17 hours ago
Salary
$18.00–$25.20 hourly
Job type
  • Full-time
Job description

Please take time to review Banner Bank's Consent & Privacy notice before applying.

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Banner Bank does not accept unsolicited resumes from agencies and / or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and / or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Please take time to review Banner Bank's Consent & Privacy notice before applying.

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Banner Bank does not accept unsolicited resumes from agencies and / or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and / or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.

With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate.

More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.

With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate.

Client Relationship Consultant Requirements

1 or more years of Client Relationship Consultant experience or similar experience required

  • NMLS registration or ability to obtain required
  • A passion for providing superior client service
  • Ability to analyze client needs and make appropriate recommendations based on financial data
  • Effective communication and advisory ability

Our Process

Complete a simple application and answer a few questions

  • Take a quick assessment that gives us a little more insight on your work style
  • Have a phone interview with the manager or recruiter
  • Have an on-site interview with the manager and another key member or two of the team
  • Get an offer if it's the right fit for you and Banner
  • Start working after a background check and kick-off an amazing career
  • Compensation & Benefits

    Targeted starting hourly range (based on experience) : $19.56 - $ 27.39 / hr

  • Incentive potential
  • Comprehensive employee benefits, including : medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement
  • Get more information at : Employee Benefits | Banner Bank
  • In this role you'll have an opportunity to :

    Provides an exceptional client experience while engaging in a broad range of sales and service activities at branch locations.

  • Processes a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
  • Consults with clients on bank products and services to attract, expand, and retain client relationships. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognizes and facilitates referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
  • Communicates proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Holds client appointments scheduled by clients and / or branch team as well as walk-in appointments to identify and meet client needs.
  • Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations.
  • Assists in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation.
  • Education & Certifications

    High school diploma or equivalent

  • An equivalent combination of education and experience may be considered
  • Experience

    1 or more years of teller / banker or related sales experience with established goals required

  • NMLS registration or ability to obtain required
  • Ability to analyze client needs and make appropriate recommendations based on financial data
  • Knowledge, Skills and Abilities

    Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services.

  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions.
  • Possess effective selling, cross selling and referral skills.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
  • Compensation & Benefits

    Targeted starting compensation range is based on location and experience : $18 - $ 25.20 / hour

  • Incentive and commission compensation may be awarded for eligible roles
  • Comprehensive employee benefits, including : medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
  • 401k (up to 4% match with immediate vesting)
  • Tuition reimbursement up to $5,250 annually (minimum service requirement)
  • Get more information at : Employee Benefits | Banner Bank