Relationship Banker - Portland

Only for registered members Portland, United States

2 weeks ago

Default job background
Full time $20.55 - $34.25 (USD)

Job summary:

Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.


Responsibilities:

  • Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Portland, OR

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued and understood. We build lasting relationships by doing the right thing. · ...

  • Only for registered members Portland

    At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. · ...

  • Only for registered members Portland, OR

    + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. · + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, ...

  • Only for registered members Beaverton Full time $20.50 - $24.75 (USD)

    The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members. · Process routine financial transacti ...

  • Only for registered members Beaverton Full time $20.50 - $24.75 (USD)

    The Relationship Banker processes routine financial transactions for members in the Branch, · as well as follow up activities by phone and email. · Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cas ...

  • BMO Financial Portland

    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. · ...

  • Only for registered members Portland Full time $41,714 - $69,000 (USD)

    Delivers exceptional service to BMO customers and prospects. · Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. · ...

  • Only for registered members Beaverton Full time $20.50 - $24.75 (USD)

    The Relationship Banker processes routine financial transactions for members in the Branch. · ...

  • Only for registered members Beaverton Full time $20.50 - $24.75 (USD)

    +The Relationship Banker processes routine financial transactions for members in the Branch. The Relationship Banker focuses on building strong relationships with new and existing members. · +Process routine financial transactions for members quickly and accurately (including dep ...

  • Only for registered members Vancouver $25 - $38 (USD)

    We are seeking a Relationship Banker (SAFE) for our National Branch Network in Vancouver, WA.The successful candidate will participate in building relationships with customers, identify opportunities for offering banking products and services, analyze business challenges related ...

  • Only for registered members Beaverton, OR Full time

    +The Relationship Banker processes routine financial transactions for members in the Branch. · +Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier's checks) · Establish and maintain member depos ...

  • Only for registered members Vancouver Full time $25 - $38 (USD)

    Wells Fargo is seeking a Relationship Banker (SAFE) to build relationships with customers and provide financial services. · ...

  • Only for registered members Vancouver, WA

    We're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help y ...

  • Only for registered members Vancouver Full time $25 - $27.88 (USD)

    At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day. · Being a Great Place to Work ...

  • Only for registered members Beaverton, OR Full time

    The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. · ...

  • Only for registered members Vancouver $25 - $27.88 (USD)

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · ...

  • Only for registered members Vancouver

    This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. · ...

  • Only for registered members Vancouver

    At Bank of America we are guided by a common purpose to help make financial lives better through the connection. We drive Responsible Growth and deliver for our clients teammates communities and shareholders every day. · Being a Great Place to Work is core to how we drive Respons ...

  • BMO Financial Milwaukie

    Job Title: · Retail Relationship Banker · Delivers exceptional service to customers and prospects. · Identifies customer needs and provides advice on financial solutions that are in their best interests. · Takes proactive steps with existing customers to grow loyalty and identify ...

  • Only for registered members Milwaukie Full time $41,714 - $69,000 (USD)

    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. · ...

  • Only for registered members Beaverton Full time $23.50 - $28.50 (USD)

    The Relationship Banker II is a frontline financial partner that is part of a supportive and dynamic member focused sales team As an Relationship Banker II you'll work in a fast paced environment processing routine and complex financial transactions for members in person over the ...