- Regions Bank (Winter Park, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Branch Manager is responsible for maintaining an engaged, operationally sound, and ... applicable laws and regulations, including completing individual duties specific to the role of Branch Manager , and ensures all associates in the branch … more
- Regions Bank (Memphis, TN)
- …- Team Lead is responsible for coaching a team of bankers and will oversee some branch activities in the Branch Manager 's absence. This role offers an ... ability to provide personalized customer service. **Primary Responsibilities** + Partners with the Branch Manager to guide and direct all branch activities… more
- Regions Bank (Olive Branch, MS)
- …adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager ; as a member of the branch team, ensures ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Morgan Stanley (Purchase, NY)
- … branch staff * Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Experience: * ... services. We are seeking a high potential candidate ("Virtual Private Banking Specialist" or "VPBS") to join our National...* Act as subject matter expert for FA and Branch inbound inquires or facilitate referral for resolution to… more
- Morgan Stanley (New York, NY)
- …the Private Bankers in the region as well as the Region Manager . Job Description/Position Responsibilities: * Partner with Private Banker(s) and Advisors to ... branch staff * Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience:… more
- Morgan Stanley (West Conshohocken, PA)
- …the Private Bankers in the region as well as the Region Manager . Job Description/Position Responsibilities: * Partner with Private Banker(s) and Advisors to ... branch staff * Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience:… more
- BMO Financial Group (San Francisco, CA)
- …while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. US Only: This ... Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will...meet client needs when acting as the lead relationship manager . + Manages the retention and expansion of client… more
- Citigroup (Greenwich, CT)
- …unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...Citi Global Wealth at Work. The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional… more
- Citigroup (Stamford, CT)
- …unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- PNC (Sewickley, PA)
- …affluent and business banking opportunities to create referrals. Works closely with the Branch Manager and Business Banker to follow up on independent ... opportunity to contribute to the company's success. As a Branch Banker [in a Universal Branch or...a broad range of ecosystem partners, including PNCI, PNC Private Bank, Business Banking and Mortgage . Identifies… more
- Carrington (Jacksonville, FL)
- …Operations Manager , DisclosureDepartment, Underwriting Department, Docs/Funding Department, and Branch Manager as required toresolve outstanding issues + ... information (ie, loan applications, credit documents, appraisals, etc.) to processand complete mortgage loan files. + Ensures the quality and compliance of work with… more
- M/I Homes (Columbus, OH)
- …an exciting opportunity for the right person to learn all aspects of mortgage compliance and quality assurance. This person will assist the Compliance Officer and ... the Quality Assurance Manager with the following: + Assist with reviewing and...+ Assist with reviewing loan files to ensure the branch personnel is correctly adhering to regulatory, internal compliance… more
- UMB Bank (Salina, KS)
- …and withdrawals. + Collaborate with internal partners, such as small business officers, mortgage officers, private wealth manager and others. + Continuous ... outbound calling efforts to customers. + Process customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits… more