- Citigroup (Queens, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our ... Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment...other compliance norms + Partner with all roles on branch team to ensure all clients have a positive… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our ... Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment...other compliance norms . Partner with all roles on branch team to ensure all clients have a positive… more
- City National Bank (Washington, DC)
- *RELATIONSHIP MANAGER SENIOR * *Washington DC Branch * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...(Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer,...in- branch experience + Appropriately assess risk when business decisions… more
- M&T Bank (Philadelphia, PA)
- …(ie cross-selling retail products to business owners). Build relationships with non- branch business partners (eg business bankers, mortgage loan originators). ... customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions. **Primary… more
- BMO Financial Group (Northbrook, IL)
- …builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and ... existing client portfolio and new client acquisition. + Proactively works with branch business partners to identify existing customers that meet the target profile… more
- BMO Financial Group (Denver, CO)
- …while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. US Only: This ... Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will...review the client's banking needs. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- M&T Bank (Bear, DE)
- …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 strong partnerships with Retail branch , Business Banking and Wealth partners to ensure investment needs of current… more
- LTD Global (Livermore, CA)
- …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... through philanthropic initiatives and community engagement. Position Overview: The Senior Network Engineer performs activities required to design, build, deploy,… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Business Technology Manager within PNC Site Reliability organization, you will be based ... Hub locations (Pittsburgh, PA, Cleveland, OH, Phoenix, AZ, Birmingham, AL, Farmers Branch , TX). Some travel required Tuesday-Saturday 11:00 PM to 7:00 AM PNC… more