Mortgage Consultant Salary at Norcal Coin BETA

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. Responsibilities: Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. Provide exceptional service delivery to our internal and external customers to resolve account service

Merrill Financial Solutions Advisor - East Bay & Associates Market Walnut Creek, California;Napa, California; Santa Rosa, California; Pleasanton, California; Oakland, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Mer

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Full Time] Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills. This position will be based in Concord, CA at the Concord retail banking branch. Bilingual Spanish preferred. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates c

General Summary As a Loan Originator with Envoy Mortgage we provide you with a high standard of service, support and tools, with one goal in mindImproving Lives! By listening to our originators and leveraging our teams and resources, we create a work environment poised for success while remaining a competitive lender and employer in the mortgage industry. Through this business approach Envoy Mortgage has been awarded Top Mortgage Employer by Mortgage Professional, 50 Best Companies to Work for by Mortgage Executive Magazine, and the Top Tech Housing Award many years running. Come join us, and be part of a team where your success, is our success! General Summary The Loan Originator provides residential mortgage loans and generates leads to increase production. The Originator obtains purchase and refinance mortgage loans in accordance with established company policies and procedures and industry guidelines by calling upon realtors; builders; past clients and referral partners; while prov

Mechanics Bank is currently searching for a Sr. Loan Processor (Private Banking) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek, CA or San Francisco, CA office. The Sr. Loan Processor is responsible for the processing of mortgage and consumer loans, providing support to loan originators and sales team associates. The Sr. Loan Processor must have a deeper and broader understanding of the mortgage process, including handling complex and non-standard cases. This role will often have additional responsibilities, which can include overseeing the work of a Junior loan processor, handling more complex loan files and possibly training or mentoring less experienced staff. Due to level of experience, a Sr. Loan Processor will have greater authority in making decisions related to the loan process. This role will be empowered to handle exceptions or make judgem

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a full - time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills. This position will be based in Walnut Creek, California at the Walnut retail banking branch. Bilingual Spanish preferred. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interaction

Merrill Financial Solutions Advisor - East Bay & Associates Market Walnut Creek, California;Napa, California; Santa Rosa, California; Pleasanton, California; Oakland, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Mer

**RELATIONSHIP BANKER** **WHAT IS THE OPPORTUNITY?** Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred