- Columbia Bank (Roseburg, OR)
- …goals. This includes offering sound financial advice and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the ... **About the Role:** Relationship Bankers build meaningful, long-term client relationships by...and engage customers where and how they prefer to bank by providing education on digital and traditional solutions… more
- US Bank (Eugene, OR)
- At US 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 ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Columbia Bank (Rogue River, OR)
- **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They ... and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending… more
- KeyBank (Eugene, 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 ... entire client relationship with a plan-based approach to financial advice. As...appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe… more
- Columbia Bank (Roseburg, OR)
- …liaison with customers, during all phases of onboarding a new banking relationship . Manages and monitors existing customer relationships on an ongoing, day-to-day, ... with the business unit and other departments throughout the bank . Is considered a subject matter expert related to...provide an exceptional customer experience + Partner with the Relationship Team to obtain and review information required for… more
- Columbia Bank (Eugene, OR)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is...and Wealth Strategists. We are part of a community bank , and this individual should be integrated into their… more
- Columbia Bank (Eugene, OR)
- **About the Role:** Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship , direction and ... posting problems and error resolution. + Responsible for communication with Relationship Managers, provide updates of client matters, make recommendations and ensure… more
- Columbia Bank (Roseburg, OR)
- …with bank policies/regulations. + Manages a team of Commercial Relationship Specialists. Identifies, hires, motivates and retains top talent. + Recommends, ... overall operations integrity within department(s); providing closing/technical counsel to Relationship Specialists; manage the monitoring results and remediation of… more
- Columbia Bank (Roseburg, OR)
- …which answers can be readily obtained + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities ... on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or… more
- Wells Fargo (Coos Bay, OR)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... and organizational client service and financial goals within the Financial Advisory - Bank function + Review basic or tactical client goals and risk tolerance,… more
- Oregon State University (Central Point, OR)
- …marketing and engagement. + May perform responsibilities relating to OSU relationship with County 4-H Association, where applicable: Follow OSU financial policies, ... such as handling shipping and postage needs; setting up of events; delivering of bank deposits, etc. Business mileage will be reimbursed based on OSU policies. +… more
- Sherwin-Williams (Eugene, OR)
- …following areas: + Sales + Marketing/Promotions + Merchandising + Customer Relationship Management + Business Management Following successful completion of the ... financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. more