• Personal Banker SAFE

    Citigroup (Encinitas, 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 (12/10/24)
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  • Roving Personal Banker East

    Wells Fargo (San Diego, CA)
    …your career" in the US **About this role:** Wells Fargo is seeking an Associate Roving 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 (01/28/25)
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  • Relationship Banker Sr

    City National Bank (Carlsbad, 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 )...Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional… more
    City National Bank (12/18/24)
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  • Senior Custom Credit Banker - Senior Lead…

    Wells Fargo (San Diego, CA)
    …serves clients through the following businesses: + Wells Fargo Private Bank serves high-net-worth individuals and families. Wells Fargo Advisors provides investment ... of institutions, financial advisors, and individuals worldwide. Through Wells Fargo Private Bank , WIM is also a leading provider of trust, investment, and fiduciary… more
    Wells Fargo (01/09/25)
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  • Relationship Manager I

    City National Bank (San Diego County, 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 )...client contact - networking & being visible in the community , representing the Bank by actively participating… more
    City National Bank (01/23/25)
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  • Merrill Financial Solutions Advisor - San Diego…

    Bank of America (Rancho Santa Fe, 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 (01/23/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (Vista, CA)
    …technology or applications + Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE ... 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 (01/22/25)
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  • Mortgage Branch Manager

    US Bank (San Diego, CA)
    …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, such ... team coaching, and in the creation of marketing materials. Act as liaison between US Bank Home...Licensing System (NMLS) registration under the terms of the SAFE Act of 2008 and Regulation Z.… more
    US Bank (01/11/25)
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  • Healthcare Business Banking Relationship Manager

    US Bank (San Diego, CA)
    …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, such ... At US Bank , we're on a journey to do our...loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. They are responsible for cultivating and… more
    US Bank (01/11/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (San Diego, 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 (01/08/25)
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  • Sr Premier Relationship Manager Licensed

    BMO Financial Group (San Diego County, 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 (11/21/24)
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