6 jobs found in Portland

Location: 6620 SW Beaverton Hillsdale Highway, Portland Oregon Job Summary The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities. Essential Functions Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned...

Location: 3839 NE Broadway Street - Portland, Oregon 97232 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Location: 726 SE Morrison - Portland, Oregon 97214 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to- day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We...

Location: 200 Middle Street, Suite 301 - Portland, Maine 04101 JOB BRIEF (PURPOSE) Provide centralized portfolio management and advice to provide effective strategies, solutions and optimal levels of service that exceed client expectations. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS Client and Advisory Service Participates in relationship reviews as an Investment expert on high-net-worth teams. Identifies and prioritizes Investment and other opportunities to deepen relationships Understands and can discuss the KPB Value Proposition Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset growth, liquidity, income, and risk. Advises clients and internal coverage team of any identified issues and coordinates resolution. Manages a book of Investment accounts...

Location: 1211 SW Fifth Avenue, Portland Oregon About the Job: This individual will work closely with the senior research professionals to assist in preparing and executing analyses of companies. Essential Job Functions: Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries. Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes. Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups. Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm. Answering inquiries from firm personnel regarding individual securities or...

Location: 400 Forest Avenue - Portland, Maine 04101 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank 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 a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....