- Citigroup (Fremont, CA)
- The Wealth Relationship Advisor SAFE Act is a...new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing ... clients in PWM and Retail bank through the use of financial planning and excellent...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:**… more
- Wells Fargo (Prior Lake, MN)
- …grow your career" in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker ( SAFE ) for our National Branch Network as part of the ... areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP ( SAFE ) employee will… more
- Wells Fargo (Cartersville, GA)
- …completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker ( SAFE ) role and perform the following ... you will:** + Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until...partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Wealth Management Relationship Team Administrator (RTA) - Safe Act will lead the area's ... team, ensuring consistency across the Wealth Management function + Assists Relationship Teams with resolving complex client issues + Completes and processes… more
- City National Bank (Newport Beach, CA)
- * RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible...or must be able to be registered under the Safe Act. * Working knowledge of Bank operations, ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- US Bank (Lake Geneva, WI)
- …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...from Day One. **Job Description** Sign-On Bonus $750 Client Relationship Consultants build relationships with customers by meeting face… more
- City National Bank (Los Angeles, CA)
- * RELATIONSHIP BANKER SENIOR PREFERRED BANKING* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall Preferred Banking sales efforts, maintaining best ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Fifth Third Bank, NA (Maineville, OH)
- …of the affiliate will be required for various classroom training sessions. #LI-KFI1 Personal Banker II - Landen Bank Mart At Fifth Third, we understand the ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Selected candidates are intended to become...Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and… more
- Bank of America (Woodmere, OH)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/US OH Woodmere 27950-Chagrin-Blvd-OH2229/ Relationship - Banker Woodmere\_25049563) **Job ... Relationship Banker - Woodmere Woodmere, Ohio... Relationship Banker - Woodmere Woodmere, Ohio **To proceed with...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (Chicago, IL)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norridge/ Relationship - Banker Bilingual-Spanish-Required\_25044571) **Job ... Relationship Banker - Bilingual Spanish Required... Relationship Banker - Bilingual Spanish Required Norridge, Illinois;Chicago, Illinois...Bank of America premises and to provide a safe work environment. Bank of America is… more
- NBT Bank (Saranac Lake, NY)
- Pay Range: $18.50 - $23.42 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, ... new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer...to help secure your future + Paid Sick and Safe Leave: For your health and safety. + Employee… more
- First Horizon Bank (Morristown, TN)
- …pm, Friday 8 am - 6 pm and Saturday 8:30 am - 1:30 pm The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations ... will drive growth by actively promoting and selling the bank 's products and services. This role emphasizes deepening client...2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft… more
- First Horizon Bank (Knoxville, TN)
- …**Location** : Onsite at the location listed in the job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, ... will drive growth by actively promoting and selling the bank 's products and services. This role emphasizes deepening client...2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft… more
- Bank of America (San Marcos, CA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oceanside/ Relationship - Banker --Escondido-Oceanside-Market\_26000377) **Job ... Relationship Banker -Escondido-Oceanside Market Oceanside, California;Escondido,...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (Falls Church, VA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Arlington/ Relationship - Banker Arlington-Market ... Relationship Banker - Arlington Market -... Relationship Banker - Arlington Market - Bilingual Spanish Required...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (East Providence, RI)
- Relationship Banker - Taunton Avenue Financial Center...Bank of America premises and to provide a safe work environment. Bank of America is committed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/East-Providence/ Relationship - Banker Taunton-Avenue-Financial-Center\_25041885) **Job Description:** This job is… more
- Bank of America (Vienna, VA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Falls-Church/ Relationship - Banker Northern-VA-Market\_26000583) **Job ... Relationship Banker - Northern VA Market... Relationship Banker - Northern VA Market Falls Church, Virginia;McLean,...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (Baltimore, MD)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Baltimore/ Relationship - Banker Highlandtown-Financial-Center\_25046941-2) **Job ... Relationship Banker - Highlandtown Financial Center... Relationship Banker - Highlandtown Financial Center Baltimore, Maryland **To...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (Northridge, CA)
- Relationship Banker - Los Angeles Downtown area...Bank of America premises and to provide a safe work environment. Bank of America is committed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Relationship - Banker Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_25044601) **Job Description:** One of the… more
- Columbia Bank (Bainbridge Island, WA)
- …goals. This includes offering sound financial advice and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the ... **About the Role:** Relationship Bankers build meaningful, long-term client relationships by...and engage customers where and how they prefer to bank by providing education on digital and traditional solutions… more