- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our ... independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements,… more
- US Bank (Charlotte, NC)
- …investment sales are made by the Premier Client Relationship Consultant . Premier Client Relationship Consultants must actively maintain FINRA registrations to ... Client Relationship Consultants complete all duties of a Client Relationship Consultant ; building relationships with customers, engaging them via multiple channels… more
- Truist (Charlotte, NC)
- …relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. ... service for a broad range of fee income and retail banking products and services appropriate to mass affluent...new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited… more