- 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 ... 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… 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
- Wells Fargo (Foothill Ranch, 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
- Anywhere Real Estate (Novato, CA)
- …OnBase ** Branch Leader Support (includes, but not limited to):** + Support Branch Manager as needed with maintaining office promotional items, sales ... critical administrative, operational and customer service support to our branch offices, leaders, and agents in their pod of...issues. + Database entry and updates - MLS, Transaction Manager + Ensure our agent's transactions are complete for… more
- 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...financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry… 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...financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry… more
- BMO Financial Group (Santa Monica, CA)
- …new business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Communicates effectively with sales management ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… 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
- 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...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more