• Personal Banker SAFE

    Citigroup (San Francisco, CA)
    The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ... in a newly opened Branch, connect with the local community and foster relationships with clients through in person,...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and… more
    Citigroup (05/01/25)
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  • Personal Banker SAFE

    Citigroup (San Francisco, 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 (04/30/25)
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  • Personal Banker SAFE

    Citigroup (San Francisco, 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 (03/28/25)
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  • Personal Banker Greater San…

    Wells Fargo (San Francisco, CA)
    …grow your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part of the ... well-being. It means being rewarded for investing in your community , celebrated for being your authentic self, and empowered...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
    Wells Fargo (05/10/25)
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  • Personal Banker

    Wells Fargo (San Anselmo, CA)
    …career" in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part of the ... and well-being. You'll be rewarded for investing in your community , celebrated for being your authentic self, and empowered...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
    Wells Fargo (05/09/25)
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  • Personal Banker

    PNC (Fremont, CA)
    …valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships ... You will spend most of your time as a personal banker , engaging customers in sales conversations...role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act )… more
    PNC (03/04/25)
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  • Director, HNW Private Banker

    Citigroup (San Francisco, CA)
    The Senior Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional… more
    Citigroup (05/14/25)
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  • Citi Wealth at Work / Law Firm Group…

    Citigroup (San Francisco, CA)
    The Banker SAFE Act is a...+ Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
    Citigroup (05/08/25)
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  • Citi Wealth at Work - Law Firm Group - Associate…

    Citigroup (San Francisco, CA)
    The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate… more
    Citigroup (03/04/25)
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  • Relationship Banker - Irving and 24th…

    JPMorgan Chase (San Francisco, 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 (04/18/25)
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  • Retail Relationship Banker

    BMO Financial Group (San Francisco, 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 (05/14/25)
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  • Senior Wealth Advisor - International…

    Citigroup (San Francisco, 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 (02/19/25)
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  • Assistant Branch Manager

    Umpqua Bank (Walnut Creek, CA)
    …compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements. + This position IS NOT authorized to act as a ... strong, long-term relationships with consumers and businesses in local community and consistently provides proactive solutions and problem resolutions...impacts of decisions. + This position requires you to act as a Bank MLO, which is… more
    Umpqua Bank (05/10/25)
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  • Private Wealth Relationship Manager

    Bank of America (San Francisco, CA)
    …develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act ... and remain in good standing. Since your position requires SAFE Act registration, you will be required...Bank of America premises and to provide a safe work environment. To view Bank of… more
    Bank of America (02/19/25)
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  • Mortgage Loan Officer - Retail

    City National Bank (San Francisco, 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 )...identify and engage potential borrowers through networking referrals and community involvement * Establish and maintain relationships with real… more
    City National Bank (05/07/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (San Francisco, CA)
    …that is culture driven, resilient, results focused and effective. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act ... and remain in good standing. Since your position requires SAFE Act registration, you will be required...Bank of America premises and to provide a safe work environment. To view Bank of… more
    Bank of America (04/17/25)
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  • Merrill Financial Solutions Advisor (Partially…

    Bank of America (San Francisco, CA)
    …advisors to pursue a career within the bank . This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, ... and remain in good standing. Since this position requires SAFE Act registration, employees are required to...Bank of America premises and to provide a safe work environment. To view Bank of… more
    Bank of America (04/12/25)
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  • Merrill Financial Solutions Advisor - San…

    Bank of America (San Francisco, CA)
    …advisors to pursue a career within the bank . This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, ... and remain in good standing. Since this position requires SAFE Act registration, employees are required to...Bank of America premises and to provide a safe work environment. To view Bank of… more
    Bank of America (04/01/25)
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  • Wealth Management Specialist - NPD (FP)

    Bank of America (San Mateo, CA)
    …and behaviors related to the execution of the EGP model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act ... and remain in good standing. Since your position requires SAFE Act registration, you will be required...Bank of America premises and to provide a safe work environment. To view Bank of… more
    Bank of America (05/07/25)
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  • Loan Officer Senior

    City National Bank (San Francisco, CA)
    …and procedures as well as all regulatory requirements (eg, Bank Secrecy Act , Know Your Client, Community Reinvestment Act , Fair Lending Practices, ... the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending needs can...Minimum of 2 years private banking experience required * SAFE Act Registration. Must be in good… more
    City National Bank (05/10/25)
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