- 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 (Huntington, 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
- 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 (Port Washington, 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
- Morgan Stanley (New York, NY)
- …(" Private Bankers" or "PB") to join our National Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness ... structuring client transactions or offer constructive alternatives * Partner with the Associate Private Banker (s) to provide FA and their client(s), Private … 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
- 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
- Banco Popular Puerto Rico (New York, NY)
- …and mortgage products and services, and deposit solutions. Cultivate private banking clients and establish new relationships by calling on prospective clients ... Senior International Private BankerApply now " Apply now + Apply...focus on collaborating with other internal partners such as Mortgage , Investment, and other banking specialists to develop and… 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
- 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
- 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
- City National Bank (New York, NY)
- …by providing credit and loan underwriting expertise to a team of Private Bankers. Analyzes prospective loan transactions and credit worthiness of borrowers. ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...credit structure and terms; fully underwrite CRR consistent with Bank format, policies and procedures; determine sources and uses… more
- Citizens (Mineola, NY)
- Description The Private Client Senior Wealth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and ... developing self and others. The Private Client Senior Wealth Advisor understands financial planning strategies and wealth management practices. Overarching duties… more
- Morgan Stanley (New York, NY)
- …deposits & cash management, annuities, insurance, retirement and trust services. Morgan Stanley Private Bank , NA is seeking a high potential candidate to help ... development and lending. ** *Job Description/Position Responsibilities:* ** *Partner with Private Banker and Financial Advisor/ Private Wealth Advisor… more
- Citigroup (Merrick, 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
- State of New York Mortgage Agency (New York, NY)
- …and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and ... as well as for the State of New York Mortgage Agency ("SONYMA") and for the New York State...("SONYMA") and for the New York State Municipal Bond Bank Agency ("MBBA") and its subsidiary, the Tobacco Settlement… more
- Santander US (New York, NY)
- …managing counterparty credit risk to a global portfolio of Hedge Funds, Mortgage Originators, Financial Institutions, Asset Managers, and Private Equity Funds ... experience in banking/financial institutions with expertise in Commercial and Residential Mortgage Originators, alternative funds (hedge funds, private equity… more
- Citigroup (New York, NY)
- …in North America. With a wide range of proprietary cards, co-branded cards and private label cards with leading brands and innovative lending solutions, we have a ... innovative card products, evolve our value propositions and reward offerings, extend private label and co-brand partnerships, and provide new digital capabilities to… more
- State of New York Mortgage Agency (New York, NY)
- …finance, rent regulation, and community development, often partnering with public and private stakeholders. HCR values diverse skills in public policy, real estate, ... approximately $480 million under the State of New York Mortgage Agency. HCR also provides capital markets access to...access to various State municipalities through the Muncipal Bond Bank Agency, with over $80 billion in bonds issued.… more