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Manages and grows relationships with affluent consumer and business banking customers. The role acquires new clients, deepens existing relationships, recommends integrated deposit, lending, credit, investment, and banking solutions, and manages a defined book of business. Responsibilities include customer discovery, proactive outreach, referrals, digital adoption, cross-functional collaboration, peer support, documentation, regulatory compliance, and risk oversight. Required licensing includes FINRA securities exams, state insurance licenses, and SAFE registration.

Build and manage consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, document activities, follow risk and compliance requirements, and collaborate with Wealth, Home Lending, and Business Banking partners. The role requires FINRA and insurance licensing, SAFE registration, enhanced background and financial fitness screening, and availability for most Saturdays.

Builds and manages consumer and business customer relationships through proactive outreach, needs-based banking guidance, and tailored deposit, lending, credit, and investment solutions. The role handles account inquiries, promotes digital banking adoption, coordinates referrals across wealth, home lending, and business banking, and maintains strong documentation, regulatory compliance, and risk controls. Most Saturdays are required, along with FINRA, insurance, and SAFE licensing requirements.

Build and manage relationships with affluent consumer and business customers. Acquire and deepen a book of business through proactive outreach, discovery-based financial guidance, and recommendations across deposits, lending, investments, and banking products. Coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, support branch colleagues, and maintain strong documentation, risk management, and regulatory compliance.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and coordinated solutions across deposits, lending, investments, and banking services. Owns a book of business, drives referrals and retention, supports digital adoption, coaches branch colleagues, and maintains strong documentation, risk management, and regulatory compliance. Requires active or timely completion of FINRA and state insurance licensing, SAFE registration, and enhanced background and financial fitness standards.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Owns a book of business, recommends deposits, lending, investments, and credit products, coordinates referrals across internal partners, promotes digital banking, supports branch colleagues, and maintains strong risk, compliance, documentation, and licensing standards.

Provides banking and teller support across multiple branches, builds customer relationships, identifies financial needs, recommends banking products, opens accounts, processes transactions, supports credit applications, and makes referrals. The role requires adapting to different branch environments, using digital banking tools, following compliance and risk controls, collaborating with teammates, and traveling throughout the assigned geography, including Saturday schedules.

Build and grow consumer and business banking relationships through discovery conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, maintain accurate documentation, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. The role requires customer service experience, financial licensing, SAFE registration, Saturday availability, and work across Portland-area branches.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product recommendations across deposits, lending, investments, and credit. Builds and manages a book of business, coordinates referrals with Wealth, Home Lending, and Business Banking, supports digital banking adoption, coaches branch colleagues, and maintains strong risk, documentation, licensing, and compliance standards.

Provides banking support across multiple branches, including account openings, service requests, credit applications, cash handling, and teller activities. Builds customer relationships, identifies financial needs, recommends banking products, makes referrals, and supports digital banking adoption. The role requires flexible travel throughout an assigned geography, Saturday availability, compliance with banking regulations, and collaboration with branch teams.