- Citigroup (Riverside, CA)
- The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- City National Bank (Santa Clarita, CA)
- *RELATIONSHIP MANAGER I* *Valencia Branch * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger … more
- Wells Fargo (Seal Beach, CA)
- …who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This ... is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small &...Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and… more
- Wells Fargo (Foothill Ranch, CA)
- …who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This ... is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small &...Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and… more
- BMO Financial Group (San Francisco, CA)
- …that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve ... by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration… more
- BMO Financial Group (Santa Monica, CA)
- …providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency gained ... and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and… more
- Bank of America (Chico, CA)
- …is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...best suited for their financial needs, such as core Banking , and Investment and Life Priority (TM) solutions +… more
- Bank of America (Monterey, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...best suited for their financial needs, such as core Banking , as well as Investment and Life Priority (TM)… more
- LTD Global (Livermore, CA)
- …offers a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through ... financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization… more