- US Bank (Los Angeles, CA)
- …culture and core values. The primary duty of this role is to lead and manage branch (es) to ensure that goals are met and to ensure compliance with all banking laws ... financial goals through collaboration with partners including wealth, business banking, mortgage , or payment services. Acts as leader for customer experience,… more
- Anywhere Real Estate (Indian Wells, CA)
- **Description** We are seeking a highly motivated, high integrity Branch Manager with at least 3 years of management experience. This includes handling incoming ... everything in between; managing and coaching the staff; recruiting to grow the branch and/or operation overall; be responsible for all levels of customer care and… more
- Citigroup (San Jose, CA)
- …control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service skills, ... internal and external customers while guiding and supporting the branch team. This role not only executes all service...partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients'… more
- Wells Fargo (San Marcos, CA)
- …career" in the 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 ... ADP payroll services. + Service business customers with their business needs in a branch environment + Carry out business banking focused functions over the phone +… more
- BMO Financial Group (San Jose, CA)
- …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 ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating… more
- BMO Financial Group (San Lorenzo, CA)
- …understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass ... affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to...and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the… more
- Citigroup (Sunnyvale, CA)
- The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client...are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive… more
- City National Bank (Ontario, CA)
- *RELATIONSHIP MANAGER BUSINESS BANKING II* *Inland Empire* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned ... to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide… more
- Anywhere Real Estate (Roseville, CA)
- …Resources, Marketing, etc.) to resolve any issues. + Handle employee issues with Branch Manager /Escrow Officer and Human Resources. + Assist with onboarding and ... clients. This role will collaborate with the Senior Regional Manager on day-to-day operational activities within the escrow operation....travel and expense, and accounting. + Work closely with Branch Managers and Escrow Officers to ensure that all… more
- BMO Financial Group (San Jose, CA)
- …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 ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...+ In depth/Expert knowledge of retail products and retail branch networks. + **Presentation skills and time management** -… more