- Citigroup (New York, NY)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...+ Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal… more
- US Bank (Dallas, TX)
- …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...at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the… more
- NBT Bank (Lake Placid, NY)
- Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative ... all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and… more
- Wells Fargo (Mclean, VA)
- …group, including **WIM** referral activity. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banker ( SAFE ) Working at Wells Fargo | ... **Banking, Lending, & Trust** **(BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families… more
- BMO Financial Group (West Palm Beach, FL)
- …client needs and maintain overall service standards. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... in accordance with sound credit-granting principles and compliance with the Bank 's philosophy and principles outlined in corporate risk policy and supporting… more
- PNC (Boston, MA)
- …have an opportunity to contribute to the company's success. As a Full Time Branch Banker Senior within PNC's Metro Market, Boston Region, you will be based in ... role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the… more
- BMO Financial Group (Naperville, IL)
- …and originations from existing relationships. + Establishes and enhances the Bank 's community presence by participating in trade shows, conferences, and related ... according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution. + Develops solutions and… more
- Columbia Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full… more
- US Bank (Kansas City, MO)
- …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...account administration, management, sales). **Preferred Qualifications** + Experience in senior or executive leadership roles. + Specialized knowledge of… more
- M&T Bank (Whitesboro, NY)
- …experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. Consistently meets with business partners to ... prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community. Researches prospects, and asks for referrals… more