- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas ... loans, negotiate terms, and take applications for a dwelling-secured transaction within the Private Mortgage Banking Sales functional area + Build… more
- Wells Fargo (Evanston, IL)
- …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
- Huntington National Bank (Chicago, IL)
- Description The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, ... Degree + At least 10 years of wealth management/financial advisory/ sales /relationship management experience in banking, investment management, or insurance products… more
- PNC (Chicago, IL)
- …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 ... and have an opportunity to contribute to the company's success. As a Relationship Banker within PNC's Retail Banking organization, you will be based in Chicago, IL.… more
- Bank of America (Chicago, IL)
- …to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America 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
- Fifth Third Bank, NA (Chicago, IL)
- …Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate ... banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable… more
- Citigroup (Winnetka, IL)
- …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 (Chicago, IL)
- …the referral volumes between internal CPWM FAs and partners such as retail bank , mortgage , Citigold RMs, Cards and segmentation placing between Citipriority and ... This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage , Retail Bank , Commercial Bank ,...sales , hiring, risk management, and productivity within the sales organization and the overall bank franchise.… more