- Wells Fargo (Purchase, NY)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... in the job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- JPMorgan Chase (Fairfield, CT)
- …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
- JPMorgan Chase (New York, NY)
- …with colleagues and worked as part of a team to achieve business results. As a Private Client Banker , you are the main point of contact for a select group ... the best products, services for their needs + Partner with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to… more
- Wells Fargo (New York, NY)
- …is seeking a **In this role, you will:** + Work under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage ... in the job expectations below **Required Qualifications:** + 6+ months of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- City National Bank (New York, NY)
- ** PRIVATE BANKER ** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...+ Superior knowledge of credit policies and procedures, and bank operations policies and procedures. + Demonstrated sales and… more
- US Bank (Greenwich, CT)
- …responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National Mortgage ... At US Bank , we're on a journey to do our...what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is… more
- US Bank (Melville, 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 ...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more
- Wells Fargo (Wilton, CT)
- …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
- Morgan Stanley (New York, NY)
- …insurance, retirement and trust services. We are seeking a high potential candidate ("Associate Private Banker " or "APB") to join our National Sales Team in the ... Private Banking Group. The Associate Private Banker will provide product and service...bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans,… more
- Banco Popular Puerto Rico (New York, NY)
- …Location: New York, NY, US, 10004 Company: Popular Workplace Type: On-site Associate Private Banker AtPopular,we offer a wide variety of services and financial ... NY We are currently looking for an experienced ASSOCIATE PRIVATE BANKER with a proven track record...worth client relationships, to join our Wealth Management and Private Banking team. At Popular Bank we… more
- M&T Bank (Greenwich, CT)
- …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
- Banc of California (New York, NY)
- **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of ... California (the " bank "). Banc of California is one of the nation's...underwriting memo. + Prepare term sheet with guidance of banker /CM. + Prepare credit underwriting memo. + Engage appropriate… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact ... clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...effectively with other departments within TD Wealth and TD Bank , America's Most Convenient Bank + Personalized… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client contact ... client service to achieve greater share of wallet. The Private Client Service Associate will support other team members...manages all aspects of the clients relationships with TD Bank + Executes a differentiated service model/experience for HNW… more
- TD Bank (Melville, NY)
- …**Line of Business:** TD Wealth **Job Description:** The Regional Sales Manager - Private Client (RSM) is responsible for the direct management of teams of Wealth ... License required **Customer Accountabilities:** + Understands and supports the Bank 's Customer Service Strategy + Considers the impact of...Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and… more
- US Bank (New York, NY)
- …prospecting opportunities, we empower you to grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps clients identify and achieve their ... At US Bank , we're on a journey to do our...stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth… more
- Bank of America (New York, NY)
- …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 ... 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
- Citigroup (New York, NY)
- …family rental (SFR) and I-Buyer assets. Existing clients are well capitalized non- bank originators, hedge funds, private equity funds, servicers, single family ... Citigroup's Non-Agency Residential Mortgage Group, a unit within Global Spread Products,...near prime loans, HELOC and closed end second mortgages, mortgage servicing rights, small balance commercial (SBC) loans and… more
- Bank of America (New York, NY)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better… more
- US Bank (Greenwich, CT)
- …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