• Assistant Branch Manager

    Umpqua Bank (Benicia, CA)
    …, disability insurance , tuition assistance, mental health resources, identity theft protection , legal support, auto and home insurance , pet insurance , ... at all times. Responsible for satisfactory audits. + Monitor sales and service goals, and coach other team members...as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange… more
    Umpqua Bank (08/29/25)
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  • Relationship Banker

    Umpqua Bank (Rocklin, CA)
    …, disability insurance , tuition assistance, mental health resources, identity theft protection , legal support, auto and home insurance , pet insurance , ... GED, required. + 2 years of banking and/or demonstrated sales experience required. + 2 years developing current and...as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange… more
    Umpqua Bank (08/20/25)
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  • Sr Private Bank Relationship Manager

    Umpqua Bank (Newport Beach, CA)
    …, disability insurance , tuition assistance, mental health resources, identity theft protection , legal support, auto and home insurance , pet insurance , ... relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who...as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange… more
    Umpqua Bank (06/27/25)
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  • Senior Branch Premier Banker Hawthorne Main

    Wells Fargo (Hawthorne, CA)
    …solutions and services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with peers in Business ... Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet...FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a… more
    Wells Fargo (08/30/25)
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  • Analyst, Investment Accounting Operations

    Lincoln Financial (Sacramento, CA)
    …a clear path to financial security, with products including annuities, life insurance , group protection , and retirement plan services. With our 120-year ... and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of… more
    Lincoln Financial (08/08/25)
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  • Relationship Banker

    Wells Fargo (Van Nuys, CA)
    …secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is ... equivalents) sufficient to qualify for immediate FINRA registration + State Insurance license(s) + Customer service focus with experience handling transactions… more
    Wells Fargo (08/30/25)
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  • Relationship Banker Inland Orange County District

    Wells Fargo (Seal Beach, CA)
    …secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is ... equivalents) sufficient to qualify for immediate FINRA registration + State Insurance license(s) + Customer service focus with experience handling transactions… more
    Wells Fargo (08/29/25)
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  • Relationship Banker

    Wells Fargo (Foothill Ranch, CA)
    …secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is ... equivalents) sufficient to qualify for immediate FINRA registration * State Insurance license(s) * Customer service focus with experience handling transactions… more
    Wells Fargo (08/27/25)
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  • Senior Wealth Management Banking Coordinator…

    Wells Fargo (Los Angeles, CA)
    …client correspondence and customized professional client presentation materials to support sales and marketing efforts + Research and resolve operational issues ... and stores to execute daily transactions for bankers in sales and credit support + Interpret policies, procedures, and...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
    Wells Fargo (08/29/25)
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  • Personal Banker

    PNC (Sunnyvale, CA)
    …Savings Account feature), dental and vision options; employee and spouse/child life insurance ; short and long-term disability protection ; 401(k) with PNC match, ... and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to… more
    PNC (08/30/25)
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