Senior Financial Services Professional

4 weeks ago


Sacramento, California, United States MRINetwork Jobs Full time

Job Description

We are seeking a skilled Banking and Lending Specialist to join our team at MRINetwork Jobs. The ideal candidate will have a strong background in financial services and a proven track record of developing and maintaining high net worth client relationships.

Key Responsibilities:

  • Develop and maintain relationships with high net worth clients to promote business growth and retention.
  • Provide expert knowledge of financial services and products to clients, including cash management services and lending solutions.
  • Work closely with clients to understand their financial needs and provide tailored solutions.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.

Requirements:

  • Bachelor's degree or equivalent work experience.
  • 3+ years of experience in high net worth client activities.
  • Comprehensive knowledge of financial services and products.
  • Expert knowledge of cash management services and lending solutions.
  • Mortgage loan origination experience strongly preferred.
  • NMLS registration strongly preferred.
  • Notary license strongly preferred.

About MRINetwork Jobs:

MRINetwork Jobs is a leading provider of recruitment services for the financial industry. We are committed to delivering exceptional results for our clients and candidates.



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