• Personal Banker SAFE

    Citigroup (San Jose, CA)
    The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in ... preferred + Knowledge of Smart Banking tools and technologies + NMLS registration; Safe Act compliant + Consistently demonstrates clear and concise written and… more
    Citigroup (04/23/24)
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  • Personal Banker - Roving Beach…

    Wells Fargo (San Jose, CA)
    …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker ( SAFE ) for our National Branch Network as part ... of branch locations within a specific geography where a banker or teller is out of the office or...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
    Wells Fargo (05/03/24)
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  • Personal Banker - Roving Silicon…

    Wells Fargo (San Jose, CA)
    …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker ( SAFE ) for our National Branch Network as part ... of branch locations within a specific geography where a banker or teller is out of the office or...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
    Wells Fargo (05/03/24)
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  • Associate Roving Personal Banker Mid…

    Wells Fargo (San Mateo, CA)
    …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker ( SAFE ) for our National Branch Network as part ... of branch locations within a specific geography where a banker or teller is out of the office or...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
    Wells Fargo (05/04/24)
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  • Personal Banker Bilingual

    Wells Fargo (Mountain View, CA)
    …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
    Wells Fargo (04/19/24)
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  • CRA Mortgage Banker

    BMO Financial Group (Morgan Hill, CA)
    …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act ). This position will require a Federal ... by obtaining referrals from existing relationships. + Establishes and enhances the Bank 's community presence by participating in trade shows, conferences, and… more
    BMO Financial Group (04/30/24)
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  • Relationship Banker - Fremont Market

    JPMorgan Chase (Milpitas, CA)
    …position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan ... of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take...with JPMorgan Chase is contingent upon compliance with the SAFE Act , including successful registration immediately after… more
    JPMorgan Chase (05/04/24)
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  • Retail Relationship Banker

    BMO Financial Group (San Mateo, CA)
    …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act ). This position will require a Federal ... achieve overall business objectives. US Only: This position will act as an originator of consumer loans as defined...with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed… more
    BMO Financial Group (04/13/24)
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  • Relationship Manager I

    City National Bank (San Jose, CA)
    …standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act ). ** Personal and Business Banking Division** As a member of ... as all regulatory requirements (eg Bank Secrecy Act , Know Your Client, Community Reinvestment ...able to be registered under the Safe Act . + Comprehensive knowledge of bank products… more
    City National Bank (04/19/24)
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  • Manager Branch II

    City National Bank (Palo Alto, CA)
    …and procedures as well as all regulatory requirements (eg Bank Secrecy Act , Know Your Client, Community Reinvestment Act , Fair Lending Practices, ... under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act )...than the competition to help our clients, colleagues and community flourish. City National Bank was founded… more
    City National Bank (05/04/24)
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  • Merrill Experienced Financial Advisor

    Bank of America (San Jose, CA)
    …or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free workplace and alcohol policy, ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
    Bank of America (03/01/24)
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  • Wealth Management Client Associate

    Bank of America (San Jose, CA)
    …or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free workplace and alcohol policy, ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
    Bank of America (05/01/24)
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  • Home Lending Officer ( SAFE Act )…

    Citigroup (San Ramon, CA)
    …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and… more
    Citigroup (04/26/24)
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  • VP, Sr Business Relationship Manager

    Citigroup (San Jose, CA)
    …and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + ... for all current and prospective clients. As a senior banker , they will act as a role...and close business opportunities. Through extensive involvement, create local community awareness that the bank is critically… more
    Citigroup (04/20/24)
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  • AVP, Business Banking Relationship Manager

    Citigroup (San Jose, CA)
    …and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** * ... The Business Banker (BB) is responsible for proactively sourcing, acquiring,...and close business opportunities. Through extensive involvement, create local community awareness that the bank is critically… more
    Citigroup (04/18/24)
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  • Senior Premier Relationship Manager

    BMO Financial Group (San Jose, CA)
    …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act ). This position will require a Federal ... Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer...with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact… more
    BMO Financial Group (05/02/24)
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  • Senior Wealth Advisor

    Citigroup (Sunnyvale, CA)
    …and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:** . ... assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent… more
    Citigroup (04/02/24)
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