- 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
- 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 (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
- 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 (Red Bank, 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
- 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
- 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
- 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
- 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 (Newark, NJ)
- Description The Private Client 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 Wealth Advisor understands financial planning strategies and wealth management practices. Overarching duties include building,… more
