- Truist (Elverson, PA)
- …2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, ... for greeting clients and helping them navigate within the branch . QUALIFICATIONS Required Qualifications: The requirements listed below are representative… more
- Oriental Bank (San Juan, PR)
- The Associate , Sales and Mortgage Expert (SAME) provides a superior customer experience to new and existing clients, promote Oriental Mortgage products and ... site based in San Juan, PR (Plaza Las Americas branch ). Job Description WHO WE WANT: + Effective multitaskers...professional growth in areas related to Retail Sales & Mortgage Production. + Collaborators who achieve great outcomes and… more
- PNC (Fremont, CA)
- …an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be based in Fremont, CA. **Spanish ... opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. + Performs lobby engagement activities to connect with… more
- Eastern Bank (Cambridge, MA)
- …geographic area where operating needs dictate the additional staff in a branch for a period of time. **Responsibilities:** Simultaneously performs the duties of ... a traditional branch customer service representative and teller. This position requires...Prepares and processes loan applications for various lending units ( mortgage , consumer, small business, etc.) + Closes loans for… more
- BMO Financial Group (Chicago, IL)
- …while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. + Manages the ... the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled....Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will… more
- BMO Financial Group (Milwaukee, WI)
- …that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer ... as a key member of a collaborative and versatile branch and market team. + Probes to understand customer...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will… more
- Eastern Bank (Everett, MA)
- …**Major Responsibilities:** Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional ... branch locations where such a "hybrid" position is authorized....Prepares and processes loan applications for various lending units ( mortgage , consumer, small business, etc.) + Closes loans for… more
- Eastern Bank (Salem, MA)
- …**Major Responsibilities:** Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional ... branch locations where such a "hybrid" position is authorized....Prepares and processes loan applications for various lending units ( mortgage , consumer, small business, etc.) + Closes loans for… more
- Oriental Bank (San Juan, PR)
- The Associate , Sales & Services (Branches), provides an excellent customer service experience while identifying client financial needs in order to present ... solutions while cross-selling bank products such as loans, accounts, investment, mortgage , commercial, among others. Assists clients with questions and requests… more
- Wells Fargo (San Diego County, CA)
- …is seeking a **In this role, you will:** + Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more