- WSFS Bank (Great Neck, NY)
- …type: Full-time Location: Southern, DE Schedule: Monday - Friday Description: At WSFS Bank , we empower our Associates to grow their careers, we guide our customers ... our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries,...of our name, it's our mission and our purposeThe Mortgage Loan Officer will market and originate reverse … more
- Wells Fargo (Summit, NJ)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) **In this role, you will:** + Participate in soliciting residential mortgages ... and take applications for a dwelling-secured transaction within the Private Mortgage Banking Sales functional area +...and Alcohol Policy to learn more. **Company:** WELLS FARGO BANK **Req Number:** R-339758 **Updated:** Tue Feb 06 00:00:00… more
- Wells Fargo (Summit, NJ)
- …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 (New York, 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
- US Bank (Hackensack, NJ)
- …and discover what you excel at-all from Day One. **Job Description** _We're hiring non- bank mortgage sales supervisors in Cedar Knolls and all of northern New ... and event issues. + Establish collaborative partnerships within US Bank Home Mortgage and other business lines...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more
- M&T Bank (Paramus, NJ)
- …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
- PNC (Closter, NJ)
- …as a COI. Works across a broad range of ecosystem partners, including PNCI, PNC Private Bank , Business Banking and Mortgage . Identifies the resource or team ... to contribute to the company's success. As Bilingual Korean - Relationship Banker within PNC's Bergen Region Retail Banking organization, you will be based… 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
- 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
- Citizens (Franklin Square, 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
- Citizens (Newark, NJ)
- 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 (New York, 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
