- Wells Fargo (New York, NY)
- …market banking provider in the US We provide a diversified set of banking , investment and mortgage products and services, as well as consumer and commercial ... finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking , Corporate & Investment Banking , and Wealth &… more
- M&T Bank (Oceanside, NY)
- …schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage /HELOC, Business Banking products, TM and Merchant Services products) ... understanding and knowledge of products and services offered by Business Banking . + Evaluate financing requests, recommend loan structure, and submit complete… more
- Berkshire Bank (Delmar, NY)
- …with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . + Is proficient in the digital banking space and can assist ... facilitates and participates in branch staff meetings. + Ensures compliance with all banking laws, rules, regulations,...Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE… more
- City National Bank (New York, NY)
- …in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong ... appropriate to clients. * Assist clients with their branch banking transactions as needed and directed by branch management....good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- JPMorgan Chase (Stony Point, NY)
- …through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience ... work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts… more
- JPMorgan Chase (Richmond Hill, NY)
- …our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive ... leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and… more
- Wells Fargo (Southampton, NY)
- …taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related ... our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at… more
- Citigroup (New York, NY)
- …With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic ... Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (New York, NY)
- …the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial ... Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Hewlett, NY)
- …With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic ... Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more