• Licensed Private Client Banker

    KeyBank (Lake Oswego, OR)
    …client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we ... partner to the people and businesses in our Key Bank communities. The Private Client Banker...significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) + Working… more
    KeyBank (01/14/25)
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  • Associate Private Banker

    Morgan Stanley (Portland, OR)
    …insurance, retirement and trust services. We are seeking a high potential candidate ("Associate Private Banker " or "APB") to join our Sales Team in the ... Private Banking Group. The Associate Private Banker will provide product and service...bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans,… more
    Morgan Stanley (11/18/24)
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  • Residential Lending Loan Officer Entertainment

    City National Bank (Salem, OR)
    …senior mortgage Relationship Manager role, which in addition to servicing the mortgage needs of Private Banking clients includes the negotiating of complex ... This position is responsible for referral-based sales of first mortgage and concurrent second loan products to existing and...and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering… more
    City National Bank (01/11/25)
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  • Private Client Advisor II

    Bank of America (Portland, OR)
    …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch,… more
    Bank of America (01/13/25)
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  • PWM Partner Private Wealth Advisor

    US Bank (Portland, OR)
    At US Bank , we're on a journey to do our...what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...trusted partner to an Advisor. This position requires National Mortgage Licensing System (NMLS) registration under the terms of… more
    US Bank (01/03/25)
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  • Residential Lending Loan Officer

    City National Bank (Salem, OR)
    …IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent second loan products to existing and potential private ... attract, retain and expand CNB client relationships through the sale of mortgage loan products and services. Conduct client/prospect needs analysis and develop… more
    City National Bank (01/15/25)
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  • Private Client Relationship Manager

    JPMorgan Chase (Portland, OR)
    …the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and ... Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act… more
    JPMorgan Chase (10/25/24)
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