- JPMorgan Chase (San Francisco, CA)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- Wells Fargo (San Clemente, CA)
- …US Join us! **About this role:** Wells Fargo is seeking a Branch Small Business Banker ( SAFE ) in Consumer and Small Business Banking. As a Branch Small Business ... Banker ( SAFE ) you will be responsible for...and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers… more
- BMO Financial Group (Woodland, 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 ... accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key...Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration… more
- Wells Fargo (Los Angeles, CA)
- …**About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee ( SAFE ) for National Branch Network as part of the Consumer, Small and Business ... direct reports and assist in hiring talent + This SAFE position has customer contact and job duties which...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related… more
- Citigroup (Los Angeles, CA)
- …corporate benefit, or financing, we aim to be your comprehensive financial partner. The Banker SAFE Act is an internally and externally recognized subject matter ... supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments...& planning services and access to a dedicated Private Banker . We also support firms, and we offer a… more
- Comerica (San Mateo, CA)
- Job Description Small Business Banker The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, ... to build rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following… more
- JPMorgan Chase (Huntington Beach, CA)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Columbia Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank ...required to register as an MLO complying with the SAFE Act requirements. + This position IS NOT authorized… more
- City National Bank (Westlake Village, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING II* *Oxnard Branch or Westlake Village Branch* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (Santa Monica, CA)
- …under the Safe Act. *Additional Qualifications* * Working knowledge of Bank operations, policies and procedures and regulatory compliance. * General knowledge of ... * RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT IS THE...and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and be registered/licensed with the "Nationwide Mortgage… more
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