3 jobs found in Beaverton, OR

Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 4735 SW Hall Boulevard, Beaverton Oregon JOB BRIEF (PURPOSE) The Business Banking Mission is to be our client's trusted advisor by providing financial solutions that help our clients grow profitably. Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with loan sizes between $500,001 and $5 million.  Works with the Business Banking Sales Leader to develop the business plan for the SBA line for their district.  Implements the training and internal business development strategies outlined by district.  Utilizes a robust network of local centers of influence in the market that can be leveraged into profitable relationships.  Builds and maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience.  Working as the trust...

Location: 4735 SW Hall Boulevard, Beaverton Oregon Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete...