- Wells Fargo (Melville, NY)
- **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 ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies,...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
- JPMorgan Chase (Northport, 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 ... the best products and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to… more
- Wells Fargo (Stamford, CT)
- …US Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker ( SAFE ) in Consumer and Small Business Banking, as part of Branch Banking. ... divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker … more
- M&T Bank (New York, NY)
- …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 discover what you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned non- bank territory. Takes applications, conducts ... of their time conducting their activities away from US Bank locations. This position requires National Mortgage ...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- Bank of America (Greenwich, CT)
- …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 ... Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York...Bank of America premises and to provide a safe work environment. Bank of America is ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private -Wealth-Relationship-Manager\_25035783-2) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (New York, NY)
- …registration requirements of registration can be found at: http:// mortgage .nationwidelicensingsystem.org/ SAFE /Pages/default.aspx Chase is a leading financial ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- Bank of America (New York, NY)
- …a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and introduction is ... initiated by the Private Bank and referred to the MAG...Bank of America premises and to provide a safe work environment. Bank of America is… more
- City National Bank (New York, NY)
- …by being active in the community and maintaining positive relationships within the Bank . Create and maintains effective relationships with Private Banking team, ... *REGIONAL MANAGING DIRECTOR - PRIVATE BANKING* *WHAT IS THE OPPORTUNITY?* Develop sales...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act)… more
- Citigroup (Hewlett, 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
- Bank of America (New York, NY)
- …business-focused way. A centralized brokerage team to provide dedicated brokerage services to Private Bank clients who don't have or require a relationship with ... profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Citigroup (New York, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- PNC (New York, NY)
- …Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act) and/or the Financial Industry Regulatory ... You will be responsible for leading the distribution strategy for the bank 's Escrow, Paying Agent, and Shareholder Representative services. You will define the… more