- BMO Financial Group (San Francisco, CA)
- …Series 6, 63, Life and Health** Bilingual in English and Cantonese Language is preferred **_The mission of Premier Services is to help mass affluent clientele make ... of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to...relevant experience; post-secondary degree in related field of study preferred , not required. + 7+ years of experience in… 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 ... engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. +...are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive… more
- Anywhere Real Estate (Novato, CA)
- …Supervisor provides critical administrative, operational and customer service support to our branch offices, leaders, and agents in their pod of offices they ... RSS's within pod as opportunities arise + Liaison to Branch Managers in your pod + Support RSS Leadership...experience + 1 or more years customer service experience preferred ; Prior Real Estate office experience preferred .… more
- JPMorgan Chase (Berkeley, CA)
- …the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together ... Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal… more
- BMO Financial Group (Anaheim, CA)
- …no** **te that this requisition is for the Anaheim and surrounding areas. Branch location will be determined at time of offer.** Delivers exceptional service to ... that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer… more
- City National Bank (Irvine, CA)
- …relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration with the Branch Manager and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...of banking experience required * Minimum 4 years of branch banking experience within the segment required * Minimum… more
- US Bank (Marina Del Rey, CA)
- …for originating and closing consumer loans, opening accounts, and opening and/or closing the branch . We're looking for people who want more than just a job - who ... explore what's possible with a career at US Bank. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act of… more
- PNC (Corona, CA)
- …Retail Branch organization, you will be based in Corona, CA. Bilingual Spanish Preferred . Location: Corona Branch 195 W Ontario Ave Corona, CA 92882-5276 PNC ... STEM OPT for this position. **Job Description** + Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages… more
- PNC (Turlock, CA)
- …to contribute to the company's success. As a Lead Teller within PNC's Retail Branch organization, you will be based in Turlock, CA. PNC will not provide sponsorship ... opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. + Coaches, mentors and leads tellers by example in… more
- Amalgamated Bank (San Francisco, CA)
- …all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc. 15.Provide and perform clerical ... such as scheduling, meeting management, and record keeping 23.Support the retail branch by performing both teller and customer service functions according to needs… more