- Wells Fargo (Camden, NJ)
- **About this role:** Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on ... some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance… more
- M&T Bank (Radnor, PA)
- …bank products or to alternative lending vehicles, as needed. + Cultivates new mortgage business. Markets, services and promotes the bank 's mortgage ... and regulations pertaining to both private and government-insured mortgages. + Represents the bank in the community and related functions to identify, develop… more
- TD Bank (Southampton, PA)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... Customer and Sales objectives. In the absence of any other manager,...with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations,… more
- TD Bank (Conshohocken, PA)
- …the negotiation and problem resolution where necessary + Actively promotes the Bank 's presence/brand within the community through participation and leadership in ... medium sized store and team (based on US TD Bank store levelling criteria) + Oversees and leads a...+ Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** +… more
- TD Bank (Devon, PA)
- …Assistant Store Manager is an experienced leader who manages the day-to-day service, sales , and operational objectives in a Store location. The role is focused on ... grow and deepen customer relationships by delivering TD's model of convenience, sales and advice, and differentiating with a personalized, connected experience. This… more
- TD Bank (Montgomeryville, PA)
- …in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Evaluates issues, errors and problems based on ... intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + HS Diploma or… more
- Bank of America (Conshohocken, PA)
- Private Client Advisor II Conshohocken, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... 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
- M&T Bank (Wayne, PA)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for ... portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal ...Build relationships with non-branch business partners (eg business bankers, mortgage loan originators). + Perform basic sales … more
- Bank of America (Blue Bell, PA)
- …with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to ... perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- M&T Bank (Radnor, PA)
- …current and potential are met or exceeded. + Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of ... Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions… more
- Truist (Newtown, PA)
- …activities may change from time to time. 1. Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of ... strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. 3. Drive branch… more
- Citizens (Blue Bell, PA)
- …app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. ... listen to your ideas and feedback. + Commitment to community - Give back with 4 hours of paid...School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to… more
- Truist (King Of Prussia, PA)
- …and anticipating the issues and trends most important to the medical community . **Essential Duties and Responsibilities** Following is a summary of the essential ... + Partners with other Truist Wealth product specialists, including investments, trust, mortgage , insurance, etc., using a team approach to deliver solutions to… more