- Bank of America (Melville, NY)
- Private Client Advisor II Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York;Frisco, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... 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 (Mamaroneck, NY)
- …Market and/or branches 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, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions… more
- Berkshire Bank (Rome, NY)
- …the financial center and performs outreach to clients, prospects, and the community . Ensures proper documentation and compliance for all new accounts, loan requests, ... and establishes new accounts. Originates/closes consumer loans and second mortgage products, ensures proper documentation for all account maintenance, and… more
- City National Bank (New York, NY)
- …we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...broadening existing relationships. * Participate with CNB team on sales calls. Help Banker facilitate pre-brief and de-brief meetings.… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …work/life balance. + Banking perks and discount programs. Our goal is to ensure that our bank , employees, and our community thrive and grow, now and for the next ... Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does...Officer at CNB works independently and in conjunction with Community Offices to identify opportunities to grow and retain… more
- Citigroup (Garden City Park, NY)
- …Officer** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse ... key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately... Mortgage experience required + 3+ years previous mortgage sales experience required + Established relationships… more
- PNC (New York, NY)
- …expert on the CRA compliance, the Community Benefits Plan, or other community -based plans or undertakings of the bank . Develops assessment area strategy to ... opportunity to contribute to the company's success. As a Community Development Officer II within PNC's Community ...with new and existing LMI clients to grow PNC sales , revenue and market share by working closely with… more
- PNC (New York, NY)
- …the best experience for our customers. As a Relationship Manager II within PNC's Community Development Banking organization, you will be based in New York, NY. The ... up to 25% of the time as needed. PNC's Community Development Banking is a team dedicated to improving...existing clients in a book of business to grow sales , revenue and market share with relevant sales… more
- Citigroup (Hauppauge, NY)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals… more