- 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 (West Islip, 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
- 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 (Carle Place, 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
- 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 (New York, 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
- 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
- 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
- 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
- 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
- Citigroup (New York, NY)
- …The Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and high-net worth ... specifically supports the Wealth Lending businesses, looking across the Private Bank , Wealth at Work, and Citigold/CPC...experience in lending related products including wholesale lending and mortgage lending a plus + Prior FP&A experience or… more
- Morgan Stanley (New York, NY)
- …Securitized Products Group (SPG) contains several Trading Businesses (Agency MBS, residential mortgage loans, RMBS, CMBS, CLOs, and other ABS), a lending arm that ... group within Secured Lending provides financial solutions to leading middle market private credit originators. The Asset Approval Team within the Direct Lender… more