Private Banker jobs in Middlesex, NJ

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Private Mortgage Banker
  • Wells Fargo
  • RED BANK, NJ FULL_TIME
  • About this role:

    Wells Fargo is seeking a Private Mortgage Banker (SAFE)...


    In this role, you will:

    • Participate in soliciting residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
    • Offer loans, negotiate terms, and take applications for a dwelling-secured transaction within the Private Mortgage Banking Sales functional area
    • Analyze best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction
    • Present recommendations for producing loans and exercise some independent judgment while developing understanding of Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
    • Provide information regarding the loans to consultants and functional colleagues
    • Interact with customers to understand their needs and provide them with a high quality loan service
    • 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


    Required Qualifications, US:

    • 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


    Required Qualifications, International:

    • Experience in Private Mortgage Banking Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


    Desired Qualifications:


    Job Expectations:

    • 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

    Posting End Date: 

    6 May 2024

    *Job posting may come down early due to volume of applicants.

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.


  • 1 Month Ago

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Private residential security
  • Private residential
  • New Providence, NJ TEMPORARY,PART_TIME
  • ```Job Overview```We are seeking a highly skilled and experienced Residential Security Officer to join our team. As a Residential Security Officer, you will be responsible for ensuring the safety and ...
  • 12 Days Ago

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Coldwell Banker is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker
  • Plainfield, NJ FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 2 Months Ago

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Real Estate Sales Agent - Must have license
  • Coldwell Banker
  • Plainfield, NJ FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 2 Months Ago

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Real Estate Agent – License Required
  • Coldwell Banker
  • Plainfield, NJ FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 2 Months Ago

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Fitter , Steel Fabricators - NIGHT SHIFT
  • Banker Steel Company LLC
  • South Plainfield, NJ FULL_TIME
  • Responsibilities and Duties: Verify conformance of workpieces to specifications, using squares, rulers, and measuring tapes. Align and fit parts according to specifications, using jacks, turnbuckles, ...
  • 3 Days Ago

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0 Private Banker jobs found in Middlesex, NJ area

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Treasury Management Sales Consultant II
  • Dime Community Bank
  • Whitestone, NY
  • Summary: The Treasury Management ("TM") Sales Consultant II will be primarily responsible for the sales of TM Products a...
  • 3/18/2024 12:00:00 AM

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Managing Director - Leveraged Finance: Private Equity Coverage - New York
  • Fitch Group
  • New York, NY
  • At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organizati...
  • 3/18/2024 12:00:00 AM

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Investment Banking Analyst - Consumer Products & Retail
  • UBS
  • New York, NY
  • **Investment Banking Analyst - Consumer Products & Retail** United States - New York Investment Banking Investment Bank ...
  • 3/17/2024 12:00:00 AM

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Equity Sales Director
  • Marathon Capital LLC
  • New York, NY
  • Job Title: Equity Sales Director Location: New York About the role: Marathon is looking for a candidate to fill an equit...
  • 3/16/2024 12:00:00 AM

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Investment Banking Associate, Mergers & Acquisitions
  • Selby Jennings
  • Title: Investment Banking Associate, Mergers & Acquisitions Location: New York, NY Our client, a leading independent inv...
  • 3/16/2024 12:00:00 AM

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Citi Wealth - Head of Lending - MD
  • Citigroup, Inc.
  • New York, NY
  • The Organization: Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultra...
  • 3/15/2024 12:00:00 AM

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Relationship Banker
  • PNC Financial Services Group, Inc.
  • Caldwell, NJ
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/15/2024 12:00:00 AM

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Mortgage Banker - Queens
  • The Federal Savings Bank
  • Jamaica, NY
  • Now Hiring Experienced Mortgage Banker in Queens! The Federal Savings Bank is a veteran-owned, federally chartered priva...
  • 3/14/2024 12:00:00 AM

Middlesex is a borough in Middlesex County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 13,635 reflecting a decline of 82 (-0.6%) from the 13,717 counted in the 2000 Census, which had in turn increased by 662 (+5.1%) from the 13,055 counted in the 1990 Census. Middlesex was incorporated as a borough by an act of the New Jersey Legislature on April 9, 1913, from portions of Piscataway Township, based on the results of a referendum held on May 6, 1913.[21] The borough's name derives from Middlesex, England.[22][23] According to the United States C...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$81,806 to $120,265
Middlesex, New Jersey area prices
were up 1.5% from a year ago

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