- Columbia Bank (San Rafael, 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 ... Relationship Banker Retail Banking Group San Rafael, California **Description**...offering sound financial advice and often collaborating with internal Bank partners. Relationship bankers are expected to be active… more
- City National Bank (Los Angeles, CA)
- *RELATIONSHIP BANKER SENIOR PREFERRED BANKING* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall Preferred Banking sales efforts, maintaining best in ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- City National Bank (Los Angeles, CA)
- *PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona **Description** **About Us:** At Columbia, ... a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange a mortgage , assist… more
- Wells Fargo (Woodland Hills, CA)
- …in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business ... at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker… more
- Wells Fargo (San Marcos, CA)
- …US Join us! **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business ... Banker (SAFE) you will be responsible for building, maintaining,...stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with… more
- Citigroup (Mill Valley, CA)
- The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and ... leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and...delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support… more
- Sacramento Credit Union (Sacramento, CA)
- …SERVICE SPECIALIST III (PERSONAL BANKER ) DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER HOUR We are seeking a candidate ... possesses excellent communication skills for our Financial Service Specialist III ( Banker ) position at our H-Street branch. An individual who derives satisfaction… more
- BMO Financial Group (Los Angeles, 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 ... of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues and… more
- BMO Financial Group (Fresno, 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 ... processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with… more