- PNC (Charlotte, NC)
- …client relationships. Provides superior client experience. + Works closely with sales team, relationship managers, traders and other internal service partners to ... execution of key comprehensive capital markets strategies to maximize sales and new business activity. + Maintains current knowledge...79 and 63 within 180 days of employment. DCM ( Loan Syndications & Equipment Finance) - SIE, Series 79,… more
- PNC (Los Angeles, CA)
- …client relationships directly and as part of deal teams. + Partners with sales team, relationship managers, traders and other internal service partners to originate ... support of key comprehensive capital markets strategies to maximize sales , new business activity and customer support. Actively participates...79 and 63 within 180 days of employment. DCM ( Loan Syndications & Equipment Finance) - SIE, Series 79,… more
- Bank of America (Newport Beach, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... with certain specified criminal history for the position:FDIC, Safe Act/ Loan Originators and FINRA. At Bank of America, we...minimum of one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client… more
- Bank of America (Sacramento, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective...specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Shift:** 1st shift (United States… more
- Bank of America (Houston, TX)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must + Must be...Attention to Detail + Collaboration + Decision Making + Loan Structuring **Minimum Education Requirement:** High School Diploma /… more
- Huntington National Bank (Winston Salem, NC)
- …or ultra-high net worth clients. + NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the ... The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing… more
- Huntington National Bank (Chicago, IL)
- …or ultra-high net worth clients. + NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the ... The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing… more
- JPMorgan Chase (New York, NY)
- …the financial needs of affluent clients. Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both ... the Relationship Manager and market levels. **Job responsibilities** + Recruit, lead,...the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this… more
- PNC (Century City, CA)
- …little or no oversight. Exercises some exception and elevated approval authority. Prepares loan offerings for all types of transactions at any level of complexity or ... ratings, by analyzing credit, collateral strength and financial worthiness of loan /transaction parties. If relevant, performs ongoing credit risk management for… more
- Arrow Financial Corporation (Queensbury, NY)
- …> Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management ... explain products/services with the goal of converting service opportunities into sales events. Essential Job Functions: > Provide consistent, outstanding customer… more