- City National Bank (Santa Clarita, CA)
- *RELATIONSHIP MANAGER I* *Valencia Branch * WHAT IS...fee income growth from both new and existing portfolios, loan and line volume that includes but is not ... 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
- Wells Fargo (Pacoima, 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
- Wells Fargo (Ontario, 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 more ... 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
- Wells Fargo (Seal Beach, 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
- Citigroup (San Francisco, CA)
- …Group 1 Insurance License + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...other compliance norms + Partner with all roles on branch team to ensure all clients have a positive… more
- Citigroup (Downey, CA)
- …Group 1 Insurance License . This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...other compliance norms . Partner with all roles on branch team to ensure all clients have a positive… more
- Bank of America (Santa Clarita, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Responsibilities:** + Provides tailored and...of training. This role is located in a Merrill branch . **We'll help you:** + Get training and one-on-one… more
- BMO Financial Group (Santa Monica, CA)
- …products and providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency ... business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Identifies opportunities during customer conversations to… more