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They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers

They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers

They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job DescriptionWe are looking for an experienced senior loan processor to join our tight-knit group of mortgage professionals. The successful applicant will have years of experience in loan processing, excellent attention to detail, and a skilled approach to customer service to help our borrowers navigate the mortgage closing process. We provide the opportunities, the team, and the growth potential to help you achieve your career goals. If this sounds like the ideal job for you, please apply today!Compensation: $70,000 Responsibilities: • Confirm that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines, • Create and maintain the mortgage loan file, order third party documentation and reports as needed for residential home loans, and assist underwriters in clearing conditions as requested, • Verify the accuracy of all obtained loan documentation, such as title insurance, loan applications, appraisals, credit reports, and income and asset declarations and provide them promptly to underwriters for loan approval, • Be the main point of contact for title companies, mortgage loan officer/mortgage loan originator, real estate agents, borrowers, and mortgage underwriters to facilitate a timely loan closing, • Submit loan file documentation accurately into necessary software programsQualifications:, • Federal and state home loan regulatory requirements and overall mortgage industry knowledge is essential, • Bachelor’s degree preferred; high school diploma required, • Excellent attention to detail, customer service, time management, and communication skills are needed, • Knowledge of current residential mortgage loans such as FNMA, FHA, VA, USDA, and Conventional is crucial -- Commercial loan and Refinance loan knowledge is an added asset, • 2-3 years experience with a mortgage company, mortgage banker, or mortgage lender as a mortgage loan processor is neededAbout Company Why Join OMNI Mortgage? When you join us, you’re not just stepping into a job; you’re joining a mission. OMNI Mortgage is dedicated to empowering loan officers to achieve the kind of success that changes lives. We provide the top-tier resources, exclusive access to elite agents, and best-in-class coaching to ensure you’re equipped to succeed at the highest level.

Job Description GENERAL: UNMB Home Loans Inc. is an independent mortgage banker specializing in single-family lending. It has been in business for more than 40 years. SUMMARY: This position is responsible for the daily Accounts Receivable functions of the Accounting Department, as well as ad hoc projects, when necessary. DUTIES AND RESPONSIBILITIES: The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. • Obtain Purchase Advices from each investor website, • Upload Purchase Advices to Warehouse Bank, • Enter compound Journal Entries into Accounting software, • Enter Purchase Advices into Loan Operating Software, • Reconcile Purchase Advices to ensure proper purchasing of Principle, Interest, Escrows, and Mortgage Insurance, • Furnish Pay Histories when requested To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. • Bachelors Degree, • 2-5 years of Accounts Receivable experience in similar role, ideally using Quickbooks., • Strong organizational skills required with the ability to multi-task several projects at once., • Following computer skills are required: Productivity software (word processing, email, data entry, video conferencing, spreadsheets), • Ability to navigate internet/webpages., • Ability to work in a team environment when needed. All offers are contingent on the successful completion of criminal background check.

Experience in financial services and knowledge of financial services industry, products, and solutions. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. B

Member Value Personal Banker - Baldwin. The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

A leading financial services firm based in New York is seeking a Relationship Banker.

Establishes relationships with partner bankers to make effective referrals to them. The Retail Banker II Float is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/n

Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs. Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acq

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Is confident in educating clients on how to conduct simple bank

A prominent financial institution in Uniondale, NY, is seeking a Citizens Banker who will focus on building lasting relationships and providing tailored financial solutions to customers.Candidates should possess a high school diploma and prior banking experience, along with strong communication and

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.

Part-Time Universal Banker (20 Hours) Massapequa Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Part-Time Universal Banker (20 Hours) South Westbury Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Part-Time Universal Banker (20 Hours) South Westbury Branch. Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.

The Retail Banker II Float is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to

A leading commercial bank in Levittown seeks a customer-focused individual to perform teller transactions, evaluate client needs, and support team objectives.The role emphasizes strong customer service skills, teamwork, and a commitment to compliance.Candidates should have a high school diploma or G

Refer opportunities to s Universal Banker, Part-Time, Banker, Banking, Sales.

Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.

Part-Time Universal Banker (20 Hours) Amityville Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Pl

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Shares the value of Chase Private Client with clients that may be eligible. Partners with Specialists (Private Client Advisors, Mor

The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. Member Value Personal Banker - Bethpage.

FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus. FourLeaf Fe

Personal Banker SAFE Act Rockville Center Branch. The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Personal Banker Safe Act Rockville Center Branch. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus. FourLeaf Fe

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

A leading global financial institution based in Melville, NY is seeking a Commercial Banker to drive client acquisition and manage relationships.

Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs. Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acq

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As a Relationship Banker in a Chase

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.As a Commercial Banker in Emerging Middle Market Banking, your role is to be the f

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the

Member Value Personal Banker - Freeport. The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort.

As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. If you are customer focused, enjoy building relationships and providing financial a