- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with Banking Consultant, conduct regular team meetings with Cash, SBL and Mortgage Consultant(s) (internal) to discuss opportunities and pipeline. + Establish a ... high net worth structured lending products. + Credit products including residential mortgage products, securities based loans, margin, and high net worth structured… more
- First Horizon Bank (Bryant, AR)
- …offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking ... and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the… more
- PNC (Dallas, TX)
- …participate in STEM OPT for this position. **Job Description** + Builds the retail customer base through proactive, outbound quality sales conversations. Creates ... help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing… more
- Bank of America (New York, NY)
- …with a local FA team. The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling ... time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually… more
- JPMorgan Chase (Rochester, NY)
- …**Required qualifications, capabilities, and skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship ... service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take… more
- Berkshire Bank (Wakefield, RI)
- Division: Retail Banking Department: Various Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation ... Old Tower Hill Rd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more
- Wells Fargo (Greensboro, NC)
- …in the sales development process + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to follow policies, ... opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- JPMorgan Chase (Pasadena, CA)
- …qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales /customer service background. + Excellent ... with term financing solutions for purchase or refinance of stabilized industrial, retail , office, mixed use and multifamily properties. CTL is comprised of two… more
- JPMorgan Chase (New York, NY)
- …Lending (CTL) team, you will focus on the detailed analysis of commercial mortgage opportunities, with a particular emphasis on retail , industrial, mixed-use ... flow evaluation, property valuation, and financial modeling to recommend suitable mortgage products. + Collaborate on marketing strategies and execute campaigns,… more
- First Horizon Bank (Mobile, AL)
- …offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking ... uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with… more