- 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 ... negotiate terms, and take applications for a dwelling-secured transaction within the Private Mortgage Banking Sales functional area + Build relationships focused… more
- JPMorgan Chase (Deerfield, IL)
- …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
- 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
- US Bank (Chicago, IL)
- …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 (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
- Huntington National Bank (Chicago, IL)
- Description The Private Bank Wealth Advisor IV is...NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan ... a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.… 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
- US Bank (Chicago, IL)
- …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
- Fifth Third Bank, NA (Northbrook, IL)
- …Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate ... management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards....registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (… 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 ... CPWM and the franchise. This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage , Retail Bank , Commercial Bank , and Capital Markets. + Represents… more