- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... other compliance norms + Partner with all roles on branch team to ensure all clients have a positive...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Downey, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... other compliance norms . Partner with all roles on branch team to ensure all clients have a positive...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Bank of America (Chico, CA)
- …is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...the next stage of training. Located in a Merrill branch . **We'll help you:** + Get training and one-on-one… more
- BMO Financial Group (Santa Monica, CA)
- …business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Identifies opportunities during customer conversations to ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- Bank of America (Monterey, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... of training. This role is located in a Merrill branch . **We'll help you:** + Get training and one-on-one...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- LTD Global (Livermore, CA)
- …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... using Cisco Meraki, optimizing performance and security for remote and branch office connectivity. + Ensure reliable and secure connectivity between multiple… more