- Wells Fargo (Melville, 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 (Kings Park, 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
- JPMorgan Chase (Babylon, NY)
- …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
- M&T Bank (Melville, NY)
- …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
- City National Bank (Melville, NY)
- …OFFICER* WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides information ... about Bank products and services that can enhance prospect's financial...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- Citizens (Melville, NY)
- … Mortgage , Business Banking, Commercial Team, etc.) to grow Private Client Banking business and facilitate integrated business development opportunities and ... and grows with its clients. Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help… more
- Citigroup (Huntington, NY)
- …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