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Finance, Banking, Teller, Mortgage Banker, Business Banker, Retail Sales, Server, Serving, Bartending, Bartender. Sales, Prospecting, Business Development, Lead Generation, Inside Sales, Outside Sales, Field Sales, Account Representative, Account Manager, Account Executive, Sales Development Rep.
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Develop ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCI, PNC Private Bank, Business Banking and Mortgage.
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Leads the development of small business banking opportunities though calling efforts, originations, or referrals to achieve sales goals by meeting the need of customers and prospects.
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Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. AvailabilityAble to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
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Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types2.
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Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities.
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Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits.
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Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. Previous sales awards and leadership positions. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
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Manual Dexterity / KeyboardingAble to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Visual / Audio / SpeakingAble to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
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Other duties may be performed, both major and minor, which are not mentioned below. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
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Insurance, Life Insurance, Property & Casualty Insurance, General Insurance, Commercial Insurance, Term Life Insurance, Umbrella Insurance, Health Insurance, Sales, Casualty Insurance, Disability Insurance, Homeowners Insurance Liability, Insurance agent, Insurance Broker, Insurance Agency.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Responsible for managing and growing Business Banking relationships under 1MM in sales revenue. Acquires and expands share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue.
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Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with business clients. As a Relationship Banker within PNC's Bergen Region Retail Banking organization, you will be based in Tenafly, NJ.
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5+ years of sales/mortgage/lending/originations management experience in a retail banking environment and cross-selling to mortgage customers. Use your strong interpersonal skills to effectively manage and grow the retail mortgage production in your geographical area by developing partnerships with the Bank Market & District Managers, Emerging Markets & Business Development, Operations & Underwriting, and ensuring flawless execution by your mortgage team of the coverage model and all Mortgage Banker behaviors.
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Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales. Works with branch staff to help them identify mass affluent and business banking opportunities to create referrals.
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