- Bank of America (New York, NY)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Role… more
- City National Bank (New York, NY)
- …planning, and insurance. Develop business opportunities by being active in the community and maintaining positive relationships within the Bank . Create and ... get performance feedback, and provide management-level visibility. * Active in the community personally and through Bank sponsorships. Colleague Management *… more
- Fifth Third Bank, NA (Tucker, GA)
- …customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: What is a De Novo?? A...sales activities (ie Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.)… more
- First Horizon Bank (Tampa, FL)
- …clients. + Self-acquires new business by being active and well connected in the community . + Expected to be the expert level "market moving" advisor with ability to ... to support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance services) in… more
- M&T Bank (Monsey, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for ... portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal ...Build relationships with non-branch business partners (eg business bankers, mortgage loan originators). + Perform basic sales … more
- City National Bank (Los Angeles, CA)
- …conventional jumbo and government-insured loans (FHA, VA, USDA). Provide oversight on mortgage secondary marketing activities, including whole loan sales , bulk ... and exception lending trends to ensure alignment with the bank 's risk appetite. WHAT WILL YOU DO? * Review...alignment to risk appetite. * Assess emerging risks in mortgage portfolios and ensure alignment to Regulatory requirements including… more
- Main Street Bank (Marlborough, MA)
- …and retail initiatives that have an impact on both the department and the entire bank . In keeping with our established sales and service culture, this role ... customer service. Occasionally participates in before/after hours and weekend community events. + Ensures compliance with Bank ...and relies on prior directly related experience and specific bank policies, and sales programs. + Work… more
- City National Bank (Los Angeles, CA)
- …commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers ... Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- Bank of America (Redding, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job… more
- Bank of America (Kansas City, MO)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Private-Client-Advisor-II\_25045243-2) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE… more