- JPMorgan Chase (Orlando, FL)
- **Job Summary** Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and ... opportunity to grow your career while making a significant impact on our business. As a Community Home Lending Advisor in Chase Home Lending , you… more
- JPMorgan Chase (Newnan, GA)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep ... relationships within the community . You will be responsible for delivering strong production...low-down payment products. (Regional Management approval required for internal Home Lending Advisors who have been in… more
- The Walt Disney Company (Lake Buena Vista, FL)
- …Referrals/Mo consisting of the following three: + Wealth Management Referrals + Auto Advisor / Autoland Referrals + Home Mortgage Referrals + Investment Product ... our Orlando and California markets - Our Member Experience Advisor role **!** If you have experience as a...just in members' lives but within your team and community . + A Series 7 and 66 or equivalent… more
- TD Bank (Exton, PA)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio Advisor I is a role within the Centralized Investment Management team that ... to provide investment services to HNW clients. The Private Client Portfolio Advisor I will utilize technical investment expertise to provide comprehensive investment… more
- Huntington National Bank (Columbus, OH)
- Description The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and ... business by being active and well connected in the community and with external centers of influence. + Responsible...SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.… more
- Huntington National Bank (Chicago, IL)
- Description The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and ... business by being active and well connected in the community and with external centers of influence. + Responsible...SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.… more
- Tompkins Community Bank (Pittsford, NY)
- …The CRA Lender will play a critical role in promoting our commitment to community development and responsible lending practices. This position will focus on ... and potential borrowers to understand the needs of the community , build referral sources and promote lending ...Understand local market data and serve as a trusted advisor in lending opportunities with affordable housing… more
- M/I Homes (Indianapolis, IN)
- … (participation in local events or local sales organizations). + Serves as trusted advisor /primary point of contact for home buyer from initial meeting through ... Orlando, Raleigh, San Antonio, Sarasota, and Tampa. Job Summary: Makes new home sales by demonstrating product features, designs, and benefits to potential… more
- Umpqua Bank (Portland, OR)
- …manage smaller-sized store if successfully obtains and retains Small Business Advisor certification. Concentrates approximately 20 percent of time managing high ... value relationships. + Originates consumer and small business lending credits up to $250,000. + Implements sales and...experience in retail banking + Active membership in several community organizations. + Strong attention to detail and the… more
- KeyBank (CO)
- **Location:** For Those Who Work At Home - Various, Colorado 80202 **JOB DESCRIPTION** **JOB BRIEF (PURPOSE)** The Business Banking Mission is to be our clients ... trusted advisor by providing financial solutions that help our clients...and external centers of influence. + Actively participates in Community organizations to source business development opportunities and demonstrate… more
- JPMorgan Chase (West Harrison, NY)
- …Advisors + Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and ... meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In… more
- City National Bank (Oakland, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY ... needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on… more
- City National Bank (West Hollywood, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- City National Bank (Walnut Creek, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY ... needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on… more
- TD Bank (Fort Lauderdale, FL)
- …Business:** Personal & Commercial Banking **Job Description:** Department Overview The Community Senior Relationship Manager (RM), Commercial Banking, is an external ... responsible for obtaining new and growing existing commercial relationships within the Community Market target space. The ideal candidate will have deep working… more
- KeyBank (FL)
- **Location:** For Those Who Work At Home - Various, Florida 34103 ABOUT THE JOB The Senior Banker serves as the Trusted Advisor for clients and prospects who are ... FL WFH or Fort Lauderdale, FL WFH.** ESSENTIAL JOB FUNCTIONS * Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the client or… more
- Huntington National Bank (Chicago, IL)
- …and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages. + Works directly with the client and/or Wealth ... Advisor to obtain related applicant and financial information or...the best of both worlds: in-office and work from home . Our approach enables our teams to deepen connections,… more
- KeyBank (RI)
- **Location:** For Those Who Work At Home - Various, Rhode Island 02908 **ABOUT THE JOB** Develop and expand a portfolio of commercial auto finance relationships in ... the dealer community through new client calling and servicing existing client...client relationships. **ESSENTIAL JOB FUNCTIONS** + Serves as trusted advisor to auto dealer clients and prospects functioning as… more