- Wells Fargo (San Rafael, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures,… more
- BMO Financial Group (CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... of all client questions and concerns, both internal and external. + Performs client sales & service support activities as required to meet client needs and maintain… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...* Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales… more
- JPMorgan Chase (San Francisco, CA)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand ... creating a welcoming environment. Share the value of Chase Private Client with eligible clients. + Actively manage assigned...and deepen client relationships. + 1+ year Branch Banking Banker or equivalent experience in Financial Services sales… more
- US Bank (Rancho Santa Fe, CA)
- At US Bank , we're on a journey to do our...at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...solutions, which includes identification of other experts such as mortgage , small business banking and personal trust services. Responsible… more
- Wells Fargo (Burlingame, CA)
- …experience in one or a combination of the following: corporate, consumer, mortgage , investments, brokerage, or private banking + Experience recommending ... role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with… more
- US Bank (El Cajon, CA)
- …and discover what you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned non- bank territory. Takes applications, conducts ... making and soliciting loan sales and conducting sales -related activities away from US Bank locations....of their time conducting their activities away from US Bank locations. This position requires National Mortgage … more
- US Bank (San Jose, CA)
- …and regularly engaged in making and soliciting loan sales and conducting sales -related activities away from US Bank locations. Incumbents are expected to ... of their time conducting their activities away from US Bank locations. This position requires National Mortgage ...school diploma or equivalent - Minimum one year of mortgage , sales , real estate, or banking experience… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona **Description** **About Us:** At Columbia, ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...which is defined as an individual authorized by the Bank to take mortgage loan applications, offer… more
- Bank of America (Beverly Hills, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional… more