, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services... This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent...
products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses... and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align...
to address operational concerns. Communicates key information to the branch team regarding changes to bank policies, procedures..., products and services. Provides coaching and training to team members regarding the introduction or referral of products...
and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments... requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register...
. Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through... or equivalent education and related training or experience. 2. Two years of financial services and consumer/small business...
management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients... experience required: 4 – 5 years customer service and sales experience, (including in the financial Services industry...
new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury... Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing...
credit granting principles and with the Bank’s policies and procedures. Acts as a key member of a collaborative... wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical...
PENNYMAC: Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform... and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related...
products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses... and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank...