- Bank of America (New York, NY)
- …time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually ... for dual employment and the permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment … more
- Arrow Financial Corporation (Schuylerville, NY)
- …and supervisors with functions relative to the daily operation of the Branch . Essential Job Functions > Provide consistent, outstanding customer service by ... Open deposit accounts for customers > Adhere to requirements pertaining to branch security, fraud prevention and BSA; identify counterfeit currency and monetary… more
- Charles Schwab (Mount Kisco, NY)
- …helping us "challenge the status quo" and transform the finance industry together._ Schwab's branch team is at the heart of our firm's commitment to helping clients ... Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in… more
- Arrow Financial Corporation (Glens Falls, NY)
- …functions as needed and/or in weekly rotation. Assists with operational support to branch network, and project assistance to Deposit and Loans Senior Manager as ... and mobile banking, wealth management, money market and deposit accounts, and mortgage , consumer and commercial loans. We are committed to delivering value for… more
- M&T Bank (Buffalo, NY)
- …with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance ... + *Maintain and build referral channel and develop strong partnerships with Retail branch , Business Banking and Wealth partners to ensure investment needs of current… more
- Arrow Financial Corporation (Glens Falls, NY)
- …units, such as but not limited to Deposit Operations, Branches, and Branch Operations, to identify, recommend and implement areas of improvement for automated ... and mobile banking, wealth management, money market and deposit accounts, and mortgage , consumer and commercial loans. We are committed to delivering value for… more
- M&T Bank (Buffalo, NY)
- …with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance ... + Maintain and build referral channel and develop strong partnerships with Retail branch , Business Banking and Wealth partners to ensure investment needs of current… more
- PNC (New York, NY)
- …experiences across our Consumer and SMB Card portfolio. You will own digital, branch and call center experiences that are critical to servicing our customers, ... (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority… more
- Anywhere Real Estate (New York, NY)
- …an assigned market. This includes, but is not limited to: + Act as Liaison to branch leadership and RVP's + Be the "knowledge expert" of a non-CES deal. + Identify ... brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports… more
- Anywhere Real Estate (Buffalo, NY)
- …and maintain strong relationships with Referral Network members and Coldwell Banker branch offices to drive engagement, loyalty, and long-term value. + Increase ... brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports… more