- 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
- JPMorgan Chase (Scarsdale, NY)
- …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
- JPMorgan Chase (Valley Cottage, NY)
- …with colleagues and worked as part of a team to achieve business results. As a Private Client Banker , you are the main point of contact for a select group ... the best products, services for their needs + Partner with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to… more
- Wells Fargo (New York, NY)
- …is seeking a **In this role, you will:** + Work under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage ... in the job expectations below **Required Qualifications:** + 6+ months of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… 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...good standing under the Safe Act. **Wealth Management Division: Private Banking** As a member of City National's Wealth… more
- US Bank (New York, NY)
- …Island, NY!_** The responsibilities of this role include the following: + Originate mortgage loans in an assigned non- bank territory. + Take applications, ... their time conducting their sales 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 (Syosset, 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 (Ithaca, NY)
- …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
- US Bank (New York, NY)
- …at least 50% of their time conducting their activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) registration ... At US Bank , we're on a journey to do our...you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned metropolitan territory. Takes applications,… more
- TD Bank (Melville, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the...of the portfolio, while ensuring minimum credit risk for Bank funds. **Depth & Scope:** + Demonstrates a commitment… more
- TD Bank (White Plains, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact ... clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...effectively with other departments within TD Wealth and TD Bank , America's Most Convenient Bank + Personalized… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client contact ... client service to achieve greater share of wallet. The Private Client Service Associate will support other team members...manages all aspects of the clients relationships with TD Bank + Executes a differentiated service model/experience for HNW… more
- Bank of America (Forest Hills, 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 ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- M&T Bank (Buffalo, NY)
- …Responsibilities:** + Complete timely and accurate reporting or reconciliation of mortgage portfolio activity to various private and/or agency investors ... duties and prepares routine investor reports and remittances or investor, Bank and general ledger reconciliations in compliance with investor guidelines or… more
- Citizens (Rochester, NY)
- …and grows with its clients. Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help ... continuous coaching, professional development and ongoing practice management support. As a Private Client Market Leader (PCML), you will lead, coach, and develop a… more
- Morgan Stanley (New York, NY)
- …cash management, annuities, insurance, retirement, and trust services. Morgan Stanley Private Bank , National Association ("MSPBNA") provides cash management and ... Management or Financial Product Management experience *Lending product knowledge (preferred) * Private Bank experience (preferred) *Experience in risk assessments… more
- Morgan Stanley (New York, NY)
- …cash management, annuities, insurance, retirement, and trust services. Morgan Stanley Private Bank , National Association ("MSPBNA") provides cash management and ... Risk Management or Financial Product Management experience *Lending product knowledge (preferred) * Private Bank experience (a plus) *Experience in the execution… more
- Morgan Stanley (New York, NY)
- …cash management, annuities, insurance, retirement, and trust services. Morgan Stanley Private Bank , National Association ("MSPBNA") provides cash management and ... risk program for lending products including Securities Based Lending, Tailored Lending, Private Share Lending and Residential Mortgage . The BCU Associate will… more