- US Bank (Charlotte, NC)
- …investment sales are made by the Premier Client Relationship Consultant . Premier Client Relationship Consultants must actively maintain FINRA registrations to ... Client Relationship Consultants complete all duties of a Client Relationship Consultant ; building relationships with customers, engaging them via multiple channels… more
- US Bank (Glendale, AZ)
- …our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act ... of your offer or termination of employment. **Client Relationship Consultant 3** **Basic Qualifications** - High school diploma or...has a minimum four to five years of job-related, retail banking experience or a combination of experience and… more
- US Bank (Cincinnati, OH)
- …accounts, and opening and/or closing the branch. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act ... four years of customer service experience - Three to four years of sales experience Preferred Skills/Experience - Proven ability to build and foster relationships… more
- US Bank (Portland, OR)
- …our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act ... or equivalent + Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training **Preferred… more
- US Bank (Davenport, IA)
- …new business and expands existing customer relationships. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE ... has one year of related banking experience or commensurate training in sales and customer service experience Preferred Skills/Experience - Some knowledge of … more
- PennyMac (Pasadena, CA)
- …(NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of ... US mortgage loans and the management of investments related to...Loan Officer is to serve as a trusted financial consultant , engaging existing customers in our $700B+ serviced portfolio… more
- Truist (Greensboro, NC)
- …relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. ... service for a broad range of fee income and retail banking products and services appropriate to mass affluent...new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited… more
- M&T Bank (Buffalo, NY)
- …investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and...comprised of generally smaller and less complex accounts. Use sales tools and modules to conduct the analysis and… more