2 jobs found in Lebanon

Location: 95 E Sherman - Lebanon, Oregon 97355 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to in-person branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will...

Location: 95 E Sherman, Lebanon 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...