- Citigroup (San Francisco, CA)
- The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a ... support business growth in a newly opened Branch, connect with the local community and foster relationships with clients through in person, phone, and video… more
- Umpqua Bank (Newport Beach, CA)
- …act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange a mortgage ... relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who...to manage the most complex portfolios and knowledge of bank products and services. + Involved in community… more
- PNC (Vista, CA)
- … sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial ... to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer...the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by… more
- BMO Financial Group (Oakland, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- Citigroup (Canyon Country, CA)
- …partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real ... and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services...+ 2-5 years relevant experience + 3+ years previous mortgage sales experience required + Residential … more
- Umpqua Bank (Concord, CA)
- …in the delivery of Breakthrough Client Service and establishing the branch as the bank of choice in the local community . Responsible for attaining established ... consumers, public figures, businesses, and charitable organizations in local community . + Embodies and leads the core values of...which is defined as an individual authorized by the Bank to take mortgage loan applications, offer… more
- Umpqua Bank (Walnut Creek, CA)
- …act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange a mortgage ... closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence...at all times. Responsible for satisfactory audits. + Monitor sales and service goals, and coach other team members… more
- City National Bank (Beverly Hills, CA)
- …servicing and transaction processing as well as in support of the Bank risk and regulatory requirements. Ensures quality client service, operational integrity and ... regulatory compliance. Provides sales support to Private Bankers and/or Client Managers in...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- City National Bank (Woodland Hills, CA)
- …CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales , networking, and community presence activities that generate the ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...client contact - networking & being visible in the community , representing the Bank by actively participating… more
- City National Bank (Palo Alto, CA)
- …CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales , networking, and community presence activities that generate the ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...client contact - networking & being visible in the community , representing the Bank by actively participating… more