- Citigroup (Palo Alto, CA)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... and make client onboarding and account opening a seamless and differentiated experience + Act as the main point of contact / guidance for clients going through the… more
- Citigroup (Newark, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to… more
- Bank of America (San Jose, CA)
- …and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act ... Community Lending Officer - Willow Glen...and remain in good standing. Since this position requires SAFE Act registration, employees are required to… more
- Citigroup (Sunnyvale, CA)
- …and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:** . ... needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists,… more