- Wells Fargo (Baltimore, MD)
- **Job Profile:** CA-WA Mortgage Retail Sales Consultant (SAFE) (Job Code 101467) **About this role:** Wells Fargo is seeking an CA-WA Mortgage ... independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements,… more
- Truist (Laurel, MD)
- …relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. ... service for a broad range of fee income and retail banking products and services appropriate to mass affluent...new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited… more
- M&T Bank (Columbia, MD)
- …investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and...comprised of generally smaller and less complex accounts. Use sales tools and modules to conduct the analysis and… more