- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) **In this role, you will:** + Participate in soliciting residential mortgages ... loans, negotiate terms, and take applications for a dwelling-secured transaction within the Private Mortgage Banking Sales functional area + Analyze best … more
- Wells Fargo (Purchase, NY)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... in the job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- Wells Fargo (Melville, NY)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... in the job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- JPMorgan Chase (Greenwich, CT)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- Wells Fargo (New York, NY)
- …+ Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private ... to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales + Produce high quality loans that meet… more
- City National Bank (New York, NY)
- ** PRIVATE BANKER ** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...+ Superior knowledge of credit policies and procedures, and bank operations policies and procedures. + Demonstrated sales and… more
- US Bank (New York, NY)
- …and discover what you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned non- bank territory. Takes applications, conducts ... of their time conducting their activities away from US Bank locations. This position requires National Mortgage ...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more
- Wells Fargo (Huntington Station, NY)
- …experience in one or a combination of the following: corporate, consumer, mortgage , investments, brokerage, or private banking + Experience recommending ... role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with… more
- M&T Bank (Greenwich, CT)
- …bank products or to alternative lending vehicles, as needed. + Cultivates new mortgage business. Markets, services and promotes the bank 's mortgage ... estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. + Represents the bank in the community… more
- Morgan Stanley (New York, NY)
- …3-5 years of Mortgage Industry experience * BS/BA or equivalent preferred * Private Bank experience (preferred) * Must have the ability to build consensus ... developed key lending and cash management capabilities, through its Private Banking Group. Morgan Stanley Home Loans, a division...for the best of the best to provide premier mortgage services to our clients. The Home Loans Executive… more
- US Bank (Greenwich, CT)
- …prospecting opportunities, we empower you to grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps clients identify and achieve their ... At US Bank , we're on a journey to do our...stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth… more
- Bank of America (New York, NY)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,… more
- Bank of America (New York, NY)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...to make a difference. Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth… more
- US Bank (Greenwich, CT)
- …skills and discover what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their ... At US Bank , we're on a journey to do our...specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing,… more
- Morgan Stanley (Purchase, NY)
- …to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the E*TRADE financial advisors ... lending financial advice to clients in conjunction with FAs * Partner with assigned Private Banker providing direct and backup support as necessary * Establish a… more
- City National Bank (Melville, NY)
- …**WHAT IS THE OPPORTUNITY?** Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides information ... about Bank products and services that can enhance prospect's financial...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- Citigroup (Stamford, CT)
- …The 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...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- Citigroup (Huntington, NY)
- …The 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...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Office of the Comptroller of the Currency (New York, NY)
- Summary As a Supervisory National Bank Examiner/ Bank Examiner (Large Bank Technical Team Lead) with emphasis in Operational Risk, you will provide technical ... leadership, advice, and support for operational risk activities. Large Bank Supervision New York, NY-Alternate Location or Relocation Incentive offered.… more