- BMO Financial Group (Beaver Dam, WI)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... Implements a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
- Bank of America (New Orleans, LA)
- …through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Wells Fargo (Parker, CO)
- …colleagues, internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with ... $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Bank of America (Redding, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... financial growth. + A strong referral base from across the business through our relationship with one in every two households. + Managing a portfolio of clients by… more
- Bank of America (Carrollton, GA)
- …through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- PNC (Pittsburgh, PA)
- …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business segment ... establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage , and other consumer loan solutions) based on clients' financial needs and… more
- Wolters Kluwer (St. Cloud, MN)
- …Lending laws and regulations, Dodd-Frank 1071, CRA Modernization, and the Home Mortgage Disclosure Act (HMDA). + Support Fair Lending consulting and advisory ... and Fair Lending Colloquium. + Maintain strong interpersonal, team-oriented, and collaborative relationship skills. **You're a Great Fit if You Have:** + Bachelor's… more
- Berkshire Bank (Delmar, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . + Is proficient in the digital banking space… more
- JPMorgan Chase (Boston, MA)
- …opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum ... delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by… more
- Louisiana Department of State Civil Service (LA)
- …Trust Companies, Securities Firms, Licensed Lenders, Payday Lenders, Mortgage Companies, Pawnbrokers, Repossession Agencies, Check Cashers, Money Transmitters, ... Work: Entry. Supervision Received: Direct from a Compliance Examiner Assistant Manager , Compliance Examiner Manager , or other higher-level supervisor.… more