- 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
- City National Bank (Trenton, NJ)
- …and Credit policies and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending ... **EXTERNAL LOAN OFFICER, MORTGAGE BANKING** **WHAT IS THE OPPORTUNITY?** The external...financial needs. Conduct client/prospect needs analysis and develop proposed solutions/ sales presentations to meet their needs. Maintain current knowledge… more
- M&T Bank (Wilmington, DE)
- …homebuyer guidelines and mortgage opportunities that lie therein. + Represents the bank in the community and related functions to identify, develop and ... Reinvestment Act (CRA) related activities and functions within M&T community bank regions. Must adhere to the...mortgage business. + Markets, services and promotes the bank 's mortgage products. + May be required… more
- M&T Bank (Philadelphia, 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
- Citizens (Fort Washington, PA)
- …Other Professional Credentials + BA/BS degree preferred or equivalent experience in residential mortgage sales + Three plus years of retail residential ... are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations....mortgage sales experience + Documented residential mortgage loan… more
- TD Bank (Philadelphia, 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 (Jenkintown, 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 (Berlin, NJ)
- …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 (Philadelphia, 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 (Philadelphia, 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
- Bank of America (Mount Laurel, NJ)
- …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
- JPMorgan Chase (Willingboro, NJ)
- …financial health roadmaps to help our communities thrive. As a Vice President - Community Manager in Consumer Bank , you will work in the field, develop ... our customers' success requires a commitment to support the community 's success. The Community Manager role within... relationships with proven ability to make business development sales calls (70% external, 30% internal) + Leverage national… more
- Truist (Phoenixville, PA)
- …4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge ... applications, such as Microsoft Office 6. Must be SAFE ( Mortgage Licensing Act) compliant within 30 days of employment...business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank … more
- Wells Fargo (Trenton, NJ)
- …work-life balance and well-being. It means being rewarded for investing in your community , celebrated for being your authentic self, and empowered to grow. And we're ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more
- Truist (Conshohocken, 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 (Philadelphia, 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