- Wells Fargo (New York, NY)
- …exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance ... in the job expectations below **Required Qualifications:** + 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a… more
- M&T Bank (Fairfield, CT)
- …investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and...deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and… more