2 jobs found in Exton

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...