and Real Estate Services (i.e., insurance, retirement planning, investment services, trust, and mortgageservices) and able... acceptable performance level based on Key Performance Indicators (KPI’s) and achieve and maintain standards as directed...
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...
regarding the products and services available to meet the clients’ needs. This includes hiring, training, mentoring... of all consumer and small business loan and deposit products and services;promotes line of business resources through joint calling...
through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage..., Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating...
with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services... loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F...
, 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...
and identifying customer needs Educates and advises customers on Regions Consumer and Business products and services, including.... This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https...
with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home... equity line of credit. Key responsibilities include analyzing the clients financial goals, determining the most optimal...
opportunities. Makes key recommendations on products, pricing, and services;links customer to business partner experts based... on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio...
through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage..., Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating...