- Wells Fargo (Appleton, WI)
- …. **In this role you will:** + Work under the guidance of a senior Mortgage Retail Sales Consultant to produce high quality residential mortgage ... **About this role:** Wells Fargo is seeking a Mortgage Retail Sales Associate (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career… more
- Huntington National Bank (Columbus, OH)
- Description Summary:The Consumer Loan Consultant Sr proactively communicates with branch colleagues and customers throughout the origination process of consumer ... + 3 or more years' experience in consumer lending or mortgage sales or processing. Preferred Qualifications: + Excellent customer service skills, highly… more
- Charles Schwab (Newport Beach, CA)
- …positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of ... and resourcefulness with the ability to balance service, risk/compliance policies and sales goals + Ability to establish trust and rapport with a positive… more
- City National Bank (Melville, NY)
- **RELATIONSHIP MANAGER BUSINESS BANKING SR ** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with business banking clients in the assigned business ... segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be… more
- PNC (Coral Gables, FL)
- …digital banking that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, ... Description** + Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Business Rules Consultant reporting within the Risk Engine Management (REM) organization, this employee will ... problems, help our partners serve customers, transform and simplify the mortgage origination processes, enforce Wells Fargo, investor, and regulatory policies… more
- Capco, a Wipro Company (Charlotte, NC)
- …as industry leaders and meet or exceed their business goals. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will work in a ... Get to Do:** + Lead and support client discussions that center around sales , servicing and transacting processes across banking products and segments + Develop… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …options and directs to the Senior SBL Consultant or SBL Consultant or Mortgage Consultant , as necessary. * Builds excitement around enhancements ... in communication between the advisor, branch support staff, and sales teams within Private Client Banking. The Lending Product...branch requests while including the Senior SBL Consultant , SBL Consultant , or Mortgage … more
- M&T Bank (Williamsport, PA)
- …with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance ... Profile customer and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice… more
- Internal Revenue Service (Washington, DC)
- …other Chief Counsel organizations, other government agencies, and the public. As Senior Technician Reviewer (STR), the incumbent serves as a technical expert with ... financial instruments and entities. As a General Attorney (Tax) Senior Technician Reviewer, you will: Act as a legal...Reviewer, you will: Act as a legal and technical consultant to the Branch Chief, Deputy Associate Chief Counsel,… more
- Capco, a Wipro Company (Dallas, TX)
- …for to be the trusted financial advisors to the firm. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will work in a fast-paced ... Get to Do:** + Lead and support client discussions that center around sales , servicing and transacting processes across banking products and segments + Develop… more
- Access Dubuque (Dubuque, IA)
- …integration, and regular mail and email distribution. + Assist Insurance Agents and Senior Insurance Agents in acquiring new clients through various avenues such as: ... referrals and client referrals. + Assist Insurance Agents and Senior Insurance Agents with ensuring the development, with insurer's...to assure client satisfaction and retention. + Assist with sales overflow and walk in clients as needed. +… more
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