- City National Bank (Solana Beach, CA)
- …Licensing System and Registry"; or must be able to be registered under the Safe Act. * Working knowledge of Bank operations, policies and procedures, and ... *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing...and colleagues providing exemplary service. Partners with City National Bank "CNB" colleagues in all divisions of the … more
- Wells Fargo (Glendale, CA)
- …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part ... work-life balance, and mental and physical health. We ranked # 2 on the 2023 LinkedIn Top Companies list -...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Wells Fargo (Stockton, CA)
- …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part ... work-life balance, and mental and physical health. We ranked # 2 on the 2023 LinkedIn Top Companies list -...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Wells Fargo (Patterson, CA)
- …grow your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part of the ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...to other bankers and partners as needed + This SAFE position has customer contact and job duties which… more
- Wells Fargo (Fullerton, CA)
- …career" in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part of the ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...to other bankers and partners as needed + This SAFE position has customer contact and job duties which… more
- BMO Financial Group (Santa Clara, CA)
- …processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… more
- US Bank (Irvine, CA)
- …of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, ... At US Bank , we're on a journey to do our...Relationship Managers. Responsible for reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support… more
- Umpqua Bank (Benicia, CA)
- …Role:** This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Umpqua Bank (Irvine, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + Oversee the outside sales and origination of ... and various financial products the company offers through other areas of the bank . + Complete annual training requirements including all BVS courses before due dates… more
- Comerica (Los Angeles, CA)
- …overall success of a Retail Banking Center(s) by committing to banker -readiness, processing all transactions accurately and efficiently, contributing to the ... service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete… more
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