- PNC (Fairfield, OH)
- …and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment ... book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act)… more
- Access Dubuque (Dubuque, IA)
- …teller transactions and related products. + Assist with opening new deposit accounts, safe deposit boxes, and loan accounts. + Process transfer requests and routine ... errors, disputes, fraud, and general banking inquiries. **Performance Goals:** + Achieve sales targets for loan and deposit products. + Maximize digital banking… more
- PNC (Pittsburgh, PA)
- …Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act) and/or the Financial Industry Regulatory ... to the company's success. As a Corporate Finance and Accounting Development Associate within PNC's Finance and Realty Services organization, you will be based… more
- Berkshire Bank (New Lebanon, NY)
- …in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work ... - Hwy 20 & 22 Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing… more
- Access Dubuque (Dubuque, IA)
- …ancillary products. + Facilitate Opening of Business and Consumer New Deposit, Safe Deposit Box and Loan Accounts. + Process transfer requests, maintenance recurring ... banking inquiries both in person and over the phone. **Performance Expectations** + Successful sales of new loan and deposit products by attaining personal sales … more
- M&T Bank (Boston, MA)
- …monitoring, maturing loans, delinquencies, and appropriate risk ratings. Guide the Associate to effectively execute the overall outcome of these responsibilities. + ... Responsible for establishing and maintaining federal registration requirements outlined in the SAFE Act. + Complete other related duties as assigned. **Scope of… more