- 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...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)
- …exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, ... outlined in the job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated… 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...+ Superior knowledge of credit policies and procedures, and bank operations policies and procedures. + Demonstrated sales… more
- US Bank (New York, NY)
- …of their time conducting their sales activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) registration ... responsibilities of this role include the following: + Originate mortgage loans in an assigned non- bank territory....making and soliciting loan sales and conducting sales -related activities away from US Bank locations.… more
- US Bank (Hackensack, NJ)
- …skills 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 ... and event issues. + Establish collaborative partnerships within US Bank Home Mortgage and other business lines...diploma or equivalent - Two or more years of mortgage sales experience **Preferred Skills/Experience** - Demonstrated… 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 and ... 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 (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)
- …and regularly engaged in making and soliciting loan sales and conducting sales -related activities away from US Bank locations. Incumbents are expected to ... of their time conducting their activities away from US Bank locations. This position requires National Mortgage ...levels, open to candidates with_ _minimum one year of mortgage , sales , real estate, or banking experience_… 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...needs for products and services and recommend solutions. Execute sales plans and strategies in order to help structure… 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
- 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
- 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)
- …deposits & cash management, annuities, insurance, retirement and trust services. Morgan Stanley Private Bank , NA is seeking a high potential candidate to help ... client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers...and lending. ** *Job Description/Position Responsibilities:* ** *Partner with Private Banker and Financial Advisor/ Private … 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
- Citigroup (Greenburgh, NY)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...years of experience + Experience in a proactive, successful sales and service role in the financial services industry… 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