- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER BUSINESS BANKING SR* *Irvine Branch * WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the ... 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
- Citigroup (Irvine, 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
- 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 ... Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive… more
- City National Bank (Los Angeles, CA)
- *RELATIONSHIP MANAGER II* *Bunker Hill Branch * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...(Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able… more
- Umpqua Bank (Rocklin, CA)
- …to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community. ... Breakthrough Client Service Standards. + Primary associate in the branch to open new deposit accounts and to originate...as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange… more
- Anywhere Real Estate (Sacramento, CA)
- …+ **Growth focused** : Achieves regional organic growth by mentoring and developing branch manager teams. Enables their success by encouraging use of all ... + **Talent scout** : Identifies, recruits, acquires, develops and retains highly productive branch managers. + **Talent manager ** : Ensures branch managers… more
- Sacramento Credit Union (Sacramento, CA)
- TITLE: FINANCIAL SERVICE SPECIALIST III (BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER ... investment referrals). + *Opens Business Accounts. + *As a Mortgage Loan Originator, must register with NMLS Registry and...product sales and service quality as assigned by the Branch Manager . + *Submit, process and fund… more
- Wells Fargo (South Lake Tahoe, CA)
- …this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn ... however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to...and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial… more
- Anywhere Real Estate (Newport Beach, CA)
- We're seeking a proactive **Office Administrator** to support the Branch Manager at Coldwell Banker's Newport Beach, CA office. This full-time, onsite role at ... role also serves as a central liaison between the Branch Manager , sales team, internal departments, and...relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.… 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 ... Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will...as a key member of a collaborative and versatile branch and market team. + Probes to understand customer… more