- BMO Financial Group (Mountain View, CA)
- Mountain View Branch Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or ... Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will...and manages poor performance. + Develops and executes a branch business plan to maximize business growth and wallet… more
- 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
- Umpqua Bank (Rocklin, CA)
- …to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community. ... Relationship Banker Retail Banking Group Rocklin, California **Description** **About Us:**...Breakthrough Client Service Standards. + Primary associate in the branch to open new deposit accounts and to originate… more
- Wells Fargo (Los Angeles, 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...opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based… more
- Sacramento Credit Union (Sacramento, CA)
- TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - ... investment referrals). + *Opens Business Accounts. + *As a Mortgage Loan Originator, must register with NMLS Registry and...product sales and service quality as assigned by the Branch Manager . + *Submit, process and fund… 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...opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based… 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...opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based… 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 ... with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and...other compliance norms + Partner with all roles on branch team to ensure all clients have a positive… 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 ... with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and...other compliance norms . Partner with all roles on branch team to ensure all clients have a positive… more