retail mortgage banker

Wells Fargo

<div>About this role:
Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. 
In this role, you will:<ul><li>
Participate in soliciting residential mortgages from various sources</li><li>
Produce high quality jumbo loans which are compliant and provide excellent customer service</li><li>
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources</li><li>
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market</li><li>
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans</li><li>
Understand real estate appraisals, title reports, and real estate transactions</li><li>
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs</li><li>
Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk</li><li>
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication</li><li>
Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements</li><li>
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul> 
Required Qualifications:<ul><li>
2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul> 
Desired Qualifications:<ul><li>
Basic Microsoft Office skills</li><li>
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Mortgage industry experience</li><li>
Knowledge and understanding of sales prospecting and generating referrals</li><li>
Customer service experience</li><li>
Experience working with high net-worth clients</li></ul>
Job Expectations:<ul><li>
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li></ul></div>

Private Mortgage Banker (SAFE)

Capital City Bank Group, Inc.

<div>
 Job Details
 
 
 
 Description
 
 
 
 
 Retail Banker - Capital City Bank - More than your bank, your banker.
 
 
 
 
 General Summary
 
 
 
 The Retail Banker (RB) position provides prompt, efficient and friendly service to clients. This role assists clients with their banking needs, which may include introducing clients to technology. Provides information about Bank products and services as well as identifies opportunities through conversations to satisfy clients&rsquo; and prospective clients&rsquo; financial needs and goals. Follows established policies and procedures.
 
 
 A Retail Banker will be responsive to both Personal Banker and Teller needs of clients.
 
 
 All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.
 
 
 
 Principal Duties and Responsibilities Are Reflective of a Retail Banker and Not Necessarily in Order of Frequency or Importance
 
 
 
 <ul>
 <li>
 </li>
 <ul>
 <li>
 Must be energetic, engaging and able to handle various client interactions with innovative banking technologies.
 </li>
 <li>
 Opens, closes, services and supports all accounts, products and services.
 </li>
 <li>
 Uses various programs to ensure work is completed accurately and in compliance with regulations, such as: Bank Secrecy Act, Reg CC, Privacy, Currency Transaction Reporting.
 </li>
 <li>
 Responds to client questions or concerns in a quick, courteous and friendly manner.
 </li>
 <li>
 Cross-sells Bank products and services, marketing campaigns and initiatives, to new and existing clients to meet their needs as well as attain individual, division and Bank goals.
 </li>
 <li>
 Enters data, updates and maintains client information and status of referrals and leads, in Synapsis.
 </li>
 <li>
 Follows procedures for open/close office and robbery response.
 </li>
 <li>
 Educate clients regarding ID fraud, phishing scams.
 </li>
 <li>
 Process consumer and commercial transactions, i.e.: account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable.
 </li>
 <li>
 Keeps cash secure and maintains a high level of safety and security. Maintains cash levels; balances cash drawer daily; scans Teller work.
 </li>
 <li>
 Follows procedures including researching, and locating outages, thereby limiting violations of Teller and Personal Banker Performance Balancing Standards.
 </li>
 <li>
 Attends meetings and training sessions, as required.
 
 </li>
 </ul>
 </ul>
 
 Employer Determines The Essential Functions Of The Job.
 
 
 
 All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard.
 
 
 
 Associated Duties
 
 
 
 Provides additional support to manager and department colleagues.
 
 
 Completes all assigned/required Bank training within established timelines.
 
 
 
 Knowledge, Skills And Abilities (KSA) Required
 
 
 
 The following KSAs are usually acquired through 1-2 year&rsquo;s work experience and/or a combination of work and education. Experience in client service, sales, cash handling is required.
 
 
 <ul>
 <li>
 </li>
 <ul>
 <li>
 Excellent interpersonal skills required to verbally communicate effectively and interact positively with clients, associates and business partners.
 </li>
 <li>
 Ability to follow detailed instructions and a wide range of procedures requiring some judgement.
 </li>
 <li>
 Requires concentration to avoid mistakes in counting cash.
 </li>
 <li>
 Proficiency in data entry/typing.
 </li>
 <li>
 Ability to perform basic mathematical computations using various business machines and/or computers.
 </li>
 <li>
 Ability to stand and/or sit for long periods of time.
 </li>
 <li>
 Ability to apply initiative and work with minimal supervision.
 </li>
 <li>
 Ability to exercise sound and reasonable judgement.
 </li>
 <li>
 Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service.
 </li>
 <li>
 Must have attained the age of 18 for coverage under insurance bond.
 </li>
 <li>
 Use of and/or understand of Capital City Bank products and services is a plus.
 
 </li>
 </ul>
 </ul>
 
 Education
 
 
 
 Minimum high school diploma or equivalent required. Some college preferred, but not required. Relevant experience may substitute for the education requirement. Successful completion of in-house training program or other approved training program is a plus.
 
 
 
 Working Conditions
 
 
 
 <ul>
 <li>
 Works at desk in lobby and behind Teller line.
 </li>
 <li>
 Regular contact with clients, associates and supervisor.
 </li>
 <li>
 Repetitive motions.
 </li>
 <li>
 Close visual acuity.
 </li>
 <li>
 Some lifting of heavy coins.
 </li>
 <li>
 Position requires sitting, standing, stooping, kneeling, and squatting.
 </li>
 <li>
 Receiving currency from all sources may cause environment to be temporarily unclean.
 </li>
 <li>
 Lobby environment requires professional demeanor, conduct and appearance.
 </li>
 <li>
 In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
 
 
 </li>
 </ul>
 
 Capital City Bank associates are our greatest asset. We offer the following benefits
 
 
 
 <ul>
 <li>
 Medical, Dental and Vision
 </li>
 <li>
 Life Insurance
 </li>
 <li>
 401(k) with Matching
 </li>
 <li>
 Flexible Spending Accounts
 </li>
 <li>
 Tuition Assistance
 </li>
 <li>
 Stock Purchase
 </li>
 <li>
 Discounts on Products and Services
 
 
 </li>
 </ul>
 
 EOE/Protected Veterans/Disabled/Drug Free
 
 
 
 The above declarations are not intended to be an &ldquo;all-inclusive&rdquo; list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.
 
 
 
 THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT.
 
 This job description does not restrict Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
 
 
 Full Time - M-F; some Saturdays
 
 
 Part Time 30-39 Hours per week; some Saturdays
 
 
 Part Time 20-29; not to exceed 29 hours per week (including Saturdays)
</div>

Retail Banker |Shawmut

First Security Bank

<div>Important Information Regarding Application Process: Please note that we do not accept resumes and encourage applicants to include work history on our formal application available via the &quot;Apply Now&quot; link. *Data from a resume cannot be downloaded into an application. We invite you to view additional job opportunities at https://www.fsbank.com/about/join-us/.
SUMMARY 
First Security Bank is seeking a professional, energetic, and team-oriented individual to join our team as a Retail Banker! If you are passionate about serving our Arkansas communities and want to be part of a dynamic, service-driven team, we encourage you to apply!
In this role, you will assist customers by processing transactions in person, by mail, and by night deposit. You will become knowledgeable in identifying customer needs, servicing accounts, explaining financial products, and helping resolve customer issues. You will cross-train to perform retail banking specialist duties, including opening new accounts, setting up direct deposits, and retirement accounts. This position requires on-site work.
QUALIFICATIONS | EDUCATION | EXPERIENCE | SKILLS
To perform this job successfully, an individual must be able to execute each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilities necessary for this position.
<ul><li>High School Diploma or GED completion by the end of your graduating year is required.</li>
<li>Bilingual speaking (full professional proficiency) in Spanish/English/Marshallese preferred.</li>
<li>1 - 2 years post-secondary education and/or cash handling, customer service, relevant banking, or professional experience preferred.</li>
<li>Position will begin as a Retail Banker with the intent of promotion to Retail Banking Specialist as skills are mastered.</li>
<li>Proficiency with Outlook, Word, Excel, typing, 10-key, and utilization of the internet is required.</li>
<li>Commitment to demonstrating Core 5 values with customers and coworkers.</li>
</ul>
HOURS OF AVAILABILITY: Regularly Scheduled Hours/Week: 40 (+) hours per week | Monday ? Friday 7:30am - 6:00pm | Saturday 8:30am-12:30pm (typically 1 per month) | *Extended working hours may be required.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
<div><ul><li>Process a variety of customer transactions, including deposits, withdrawals, loan payments, cash advances, cashier?s checks, and cashing checks while following all identification and retail policies and procedures.</li></ul>
<ul><li>Verify checks, identify counterfeit currency, and review all transactions for accuracy.</li></ul>
<ul><li>Identify fraudulent transactions and review concerns with management; become well-informed on new suspicious activities.</li></ul>
<ul><li>Complete Currency Transaction Reports (CTR) and Suspicious Activity, Identity Theft, and Red Flag (SIRF) as needed. Report any suspicious/fraudulent activity to Bank Secrecy Act Officer.</li></ul>
<ul><li>Maintain and balance cash drawers, process vault currency, process proof work accordingly, manage coin and currency supplies, and assist with night, mail, and ATM deposits; balance the ATM and main vault as needed.</li></ul>
<ul><li>Inform management of any problems, concerns, or outages. Assist with research and help resolve discrepancies.</li></ul>
<ul><li>Complete special requests such as redeeming savings bonds, managing safe-deposit box access, and providing account printouts, research, copies, and referrals.</li></ul>
<ul><li>Maintain security through proper opening/closing and vault procedures.</li></ul>
<ul><li>Promote bank products, refer customers when necessary, and provide support to internal staff and management. Deliver quality service, respond to in-person and telephone inquiries, assist with unusual transactions, and address complex customer questions.</li></ul>
<ul><li>Protect all customer information and bank operations through strict confidentiality.</li></ul>
<ul><li>Operate computer software and equipment, telephone, scanner, and copier, and develop proficiency with internal banking systems.</li></ul>
<ul><li>Maintain reliable transportation, punctual attendance, and the ability to work on-site with occasional extended hours when necessary.</li></ul>
<ul><li>Attend various retail training classes and perform additional duties as assigned by management.</li></ul>
</div>
Upon successful training of duties listed above:
Develop the specialized Retail Banking Specialist skills necessary to acquire experience in additional retail services:
<div><ul><li>Build consumer and business customer profiles as needed.</li></ul>
<ul><li>Process debit cards requests and handle debit card disputes</li></ul>
<ul><li>Assist customers with account updates, including name and address changes, identification updates, maintenance issues, reconciliation, and complaints.</li></ul>
<ul><li>Opening/Closing Accounts.</li></ul>
<ul><li>Obtain training and become proficient in executing wire transfers.</li></ul>
<ul><li>Order checks and exchange foreign currency</li></ul>
</div>
SUPERVISORY RESPONSIBILITIES: None.
SOFT SKILLS 
Foster a culture that values high ethical conduct, critical thinking, problem-solving, engagement, teamwork, and provides exceptional service. Establish positive and productive work relationships that provide honest feedback that generates trust.
PHYSICAL DEMANDS 
Possess sufficient mobility to work in a standard office setting. Perform repetitive hand, arm, wrist, and finger movements while handling currency, documents, and/or office equipment. Substantial time may be spent on the telephone, operating computers, reaching, sitting, and/or standing while occasionally stooping, kneeling, or crouching. The employee must have the ability to speak and hear well enough to carry on customer interactions, conversations, and presentations both in person and over telecommunications. Have near/far visual acuity to identify customers, currency, and reading materials in printed or electronic formats. The employee must occasionally lift and move up to 25 pounds.
The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS 
The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must be able to interact with customers/coworkers in a calm and patient manner and maintain confidentiality and professionalism in all situations. The employee must be able to use basic mathematical skills, including adding, subtracting, multiplying, and dividing numbers. The position also requires the ability to read and interpret documents and draft routine written communications.</div>

FT Retail Banker

<div>Important Information Regarding Application Process: Please note that we do not accept resumes and encourage applicants to include work history on our formal application available via the &quot;Apply Now&quot; link. *Data from a resume cannot be downloaded into an application. We invite you to view additional job opportunities at https://www.fsbank.com/about/join-us/.
SUMMARY 
First Security Bank is seeking a professional, energetic and team-oriented individual to join our team as a Retail Banker! If you are passionate about serving our Arkansas communities and want to be part of a dynamic, service-driven team, we encourage you to apply!
In this role, you will assist customers by processing transactions in person, by mail, and night deposit. Become knowledgeable in identifying customer needs, service accounts, explain financial products and help resolve customer issues. Crosstrain to perform retail banking specialist duties, including opening new accounts, setting up direct deposits, and retirement accounts. This position requires on-site work.
QUALIFICATIONS | EDUCATION | EXPERIENCE | SKILLS 
To perform this job successfully, an individual must be able to execute each essential duty satisfactorily. The items listed below are representative of the knowledge, skill, and/or abilities necessary for this position.
<ul><li>High school diploma or general education degree (GED) will be required at the completion of your graduating year.</li>
<li>1 - 2 years post-secondary education and/or cash handling, customer service, relevant banking, or professional experience preferred.</li>
<li>Position will begin as a Retail Banker with intent to promote to Retail Banking Specialist as skills are mastered.</li>
<li>Proficiency with Outlook, Word, Excel, typing, 10-key and internet navigation required.</li>
<li>Commitment to demonstrating Core 5 values with customers and coworkers.</li>
</ul>
HOURS OF AVAILABILITY: Regularly Scheduled Hours/Week: 40 (+) Hours | Monday - Friday 7:45am - 5:00pm | Rotating Saturdays: 8:45am - 12:00pm (typically 1-2 per month) | *Extended working hours may be required
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Training consists of learning and developing the essential duties listed below:
<div><ul><li>Process a variety of customer transactions - including deposits, withdrawals, loan payments, cash advances, cashier&rsquo;s checks, and cashing checks while following all identification and retail policies and procedures.</li></ul>
<ul><li>Verify checks, identify counterfeit currency, and review all transactions for accuracy.</li></ul>
<ul><li>Identify fraudulent transactions and review concerns with management; become well-informed on new suspicious activities.</li></ul>
<ul><li>Complete Currency Transaction Reports (CTR) and Suspicious Activity, Identity Theft, Red Flag (SIRF) as needed. Report any suspicious/fraudulent activity to Bank Secrecy Act Officer.</li></ul>
<ul><li>Maintain and balance cash drawers, process vault currency, process proof work accordingly, manage coin and currency supplies, and assist with night, mail, and ATM deposits; balance the ATM and main vault as needed.</li></ul>
<ul><li>Inform management of any problems, concerns or outages. Assist with research and help resolve discrepancies.</li></ul>
<ul><li>Complete special requests such as redeeming savings bonds, managing safe-deposit box access, and providing account printouts, research, copies, and referrals.</li></ul>
<ul><li>Maintain security through proper opening/closing and vault procedures.</li></ul>
<ul><li>Promote bank products, refer customers when necessary, and provide support to internal staff and management. Deliver quality service, respond to in-person and telephone inquiries, assist with unusual transactions, and address complex customer questions.</li></ul>
<ul><li>Protect all customer information and bank operations through strict confidentiality.</li></ul>
<ul><li>Operate computer software and equipment, telephone, scanner, copier, and develop proficiency with internal banking systems.</li></ul>
<ul><li>Maintain reliable transportation, punctual attendance, and the ability to work on-site with occasional extended hours when necessary.</li></ul>
<ul><li>Attend various Retail training classes and perform additional duties as assigned by management.</li></ul>
</div>
Upon successful training of duties listed above:
Develop the specialized Retail Banking Specialist skills necessary to acquire experience in additional retail services:
<div><ul><li>Build consumer and business customer profiles as needed.</li></ul>
<ul><li>Process Debit Cards upon request.</li></ul>
<ul><li>Assist customers with name/address changes, account maintenance issues, reconciliation, or complaints.</li></ul>
<ul><li>Update identification.</li></ul>
<ul><li>Opening/Closing Accounts.</li></ul>
<ul><li>Process debit card disputes.</li></ul>
<ul><li>Obtain training and become proficient in executing wire transfers.</li></ul>
<ul><li>Order checks and exchange foreign currency.</li></ul>
</div>
SUPERVISORY RESPONSIBILITIES: None.
SOFT SKILLS 
Foster a culture that values high ethical conduct, critical thinking, problem solving, engagement, teamwork, and provides exceptional service. Establish positive and productive work relationships that provide honest feedback that generates trust.
PHYSICAL DEMANDS 
Possess sufficient mobility to work in a standard office setting. Perform repetitive hand, arm, wrist, and finger movements while handling currency, documents and/or office equipment. Substantial time may be spent on the telephone, operating computers, reaching, sitting, and/or standing; while occasionally stooping, kneeling or crouching. The employee must have the ability to speak and hear well enough to carry on customer interactions, conversations, and presentations both in-person and over telecommunications. Have near/far visual acuity to identify customers, currency and reading materials in printed or electronic format. The employee must occasionally lift and move up to 25 pounds.
The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS 
The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must be able to interact with customers/coworkers in a calm and patient manner and maintain confidentiality and professionalism in all situations. The employee must be able to use basic mathematical skills including adding, subtracting, multiplying, and dividing numbers. The position also requires the ability to read and interpret documents, and draft routine written communications.</div>

BMO Financial Group

18860 Cox Ave. Saratoga California,95070
 
<div>Saratoga Branch
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.<ul><li>
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.</li><li>
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).</li><li>
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.</li><li>
Supports customer transactions needs based on customer traffic.</li><li>
Engages customers to grow BMO&rsquo;s business by reaching out, generating appointments, and building new relationships within the community.</li><li>
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.</li><li>
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.</li><li>
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank&rsquo;s policies and procedures.</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits and may include handling escalations from other employees.</li><li>
Analyzes issues and determines next steps.</li><li>
Broader work or accountabilities may be assigned as needed.</li><li>
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.</li></ul>
Qualifications:<ul><li>
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.</li><li>
Appropriate lending qualifications and designations.</li><li>
Working knowledge of personal and small business customer needs and solutions.</li><li>
Working knowledge of retail investments and lending products.</li><li>
Experience in financial services is an asset.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.</li><li>
Passionate commitment to helping our customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$50,100.00 - $82,800.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Retail Relationship Banker

PLAINS COMMERCE BANK

<div><div>Mortgage Loan Partner II</div>
<div></div><div>Position Purpose:</div>
<div>To assist the Mortgage Banker once a Purchase Agreement is in force, deliver service contract to close and manage the Pipeline. 
 
Qualities of the successful candidate include:</div>
<ul><li>Professional appearance and attitude are a must</li>
<li>Must have knowledge of credit analysis, credit policy/procedures, real estate (business/personal) lending, problem loan administration, financial budgeting and planning, banking rules and regulations and bank products offered</li>
<li>Computer knowledge and the ability to learn various software programs is a must</li>
<li>Attention to detail while preparing and proofing loan documents, establishing priorities and meeting deadlines is required</li>
<li>Must be able to multi-task, be organized and work under stress and pressure.</li>
<li>Must be dependable, trustworthy and maintain confidentiality.</li>
<li>Good verbal and written communication skills.</li>
<li>This person is required to represent and promote a positive image of the Bank in the community through involvement and/or participation in the community, civic, and charitable organizations and agencies.</li>
<li>Ability to effectively present information and respond to questions from management and support staff.</li>
<li>Ability to communicate and interact effectively and professionally with internal and external contacts including processors, underwriters, management, staff, realtors&rsquo;, and vendors.</li>
<li>Must have the means to travel to customers&rsquo; home or office and to any offsite locations; such as a title company.</li>
</ul><div>Responsibilities of this position include (but not limited to):</div>
<ul><li>Lock loan terms.</li>
<li>Send disclosures and updated needs list.</li>
<li>Conduct quality control review once final paperwork is received.</li>
<li>Keep Mortgage Banker on track with new Real Estate agents.</li>
<li>Update calls to clients as well as written updates.</li>
<li>Attend closings if the Mortgage Banker is unable.</li>
<li>Send Closing Disclosure (CD) for client review and signature(s) to meet Tila/Respa Integrated Disclosure (TRID) guidelines.</li>
<li>Order disclosures.</li>
<li>Order appraisals.</li>
<li>Advise Mortgage Banker if there are any loans that need help or may not close on time.</li>
<li>Weekly Loan Partner Reporting to meet milestone process expectation.</li>
<li>Prep and manage Real Estate Agent list.</li>
</ul>
<div>We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care; Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, Short Term Disability, and Long-Term Disability; and Additional Voluntary Life Insurance Options. Paid Vacation, Sick and Volunteer leave; 401K and Profit Sharing.
Compensation for positions is based on the specific position and may be paid in the form of an hourly wage, overtime, a semi-monthly salary, commissions, or a combination of them. Depending on the specific position, some may be paid solely on commissions or others may include a bonus structure. As part of our employee benefits package, we offer exclusive perks such as discounted rates on banking and mortgage services, fee waivers, and access to special financial products. These benefits are designed to support your financial well-being as a valued member of our team.
Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual&rsquo;s race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.</div></div>

Mortgage Loan Partner II

Security Service Federal Credit Union

As a Teller/Banker, you will often deliver the very first impression of the credit union to our members (credit union lingo for customers). You will become an expert and champion of Security Service products and services to help our members reach their financial goals. You will build and nurture long-lasting relationships by promoting our checking and savings accounts, loans, credit cards, and insurance services, to name a few. You will only offer products and services that meet our member's needs and contribute to their financial success. You will be a team player and support the credit union in becoming America's Best by meeting sales goals, proactively identifying cross-sell opportunities, and educating members on digital services available to them. You will provide "universal" service and will be cross-trained in both teller and banker functions to better serve our members. This means additional learning and growth opportunities for you!
 
Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values. Requirements: At Security Service, we champion career growth and development. As such, our member service roles have a defined career path to support this. Most of our branch managers and assistant branch managers started in a Teller/Banker role!
 
Member Consultant I: High school diploma or equivalent. Minimum of two (2) years of retail banking, cash handling, customer service and sales, or comparable experience.
 
A customer-centric attitude focused on delivering great experiences to our members while maintaining strict confidentiality. Excellent interpersonal and communication skills with a goal-driven mindset. Proficiency in computer software including Excel, Word, and Outlook. Strong attention to detail, strong organizational skills and the ability to focus in a fast-paced environment. Able to maintain a flexible work schedule during normal business hours--never work another Sunday! May be required to travel to and from other branch locations for work and/or training.
 
At management discretion employee may be required to complete, within 180 days of request, federal registration as a Mortgage Loan Originator (MLO) as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act). If registered, must maintain active registration, and comply with all requirements of the S.A.F.E. Act, including but not limited to, providing their unique identifier, and ensuring the Registry is updated with significant changes (i.e., name changes and reportable changes to legal or regulatory actions) within 30 days and must update employment and personal information in the Registry as required. If required to register as an MLO, will successfully pass a background check against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list as required by secondary market investors. Must maintain ability to pass any subsequent background checks against these lists and comply with all their requirements.

Teller/Banker (Trenton)

Search 9864+ Retail mortgage banker jobs near you this March. New roles added regularly across leading industries. Apply today.

9864 retail mortgage banker jobs Near Me

Private Mortgage Banker (SAFE)

Retail Banker |Shawmut

FT Retail Banker

FT Retail Banker

Retail Relationship Banker

Mortgage Loan Partner II

Teller/Banker (Trenton)