• Relationship Officer SAFE

    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 (10/18/24)
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  • Home Lending Officer ( SAFE

    Citigroup (San Ramon, 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
    Citigroup (10/25/24)
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  • Assistant Director of Finance and Budget…

    Stanford University (Stanford, CA)
    …actionable financial data. The Assistant Director of Finance and Budget Officer will foster collaborative relationship by emphasizing excellent customer ... Assistant Director of Finance and Budget Officer **Hoover Institution, Stanford, California, United States** **New**...budget management aligns with Hoover's strategic priorities. They will act as a liaison between Hoover and central offices,… more
    Stanford University (11/13/24)
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  • Community Banking - Small Business Sales…

    City National Bank (San Francisco, CA)
    …Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act ) and must be registered/licensed with the ... *BUSINESS SALES AND PORTFOLIO RELATIONSHIP ASSOCIATE COMMUNITY BANKING* WHAT IS...or must be able to be registered under the Safe Act . Must remain in good standing… more
    City National Bank (11/05/24)
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  • Community Lending Officer - San…

    Citigroup (Richmond, CA)
    …basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Qualifications:** + 2-5 ... The ** Community Mortgage Lending Officer ** is an...+ Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general… more
    Citigroup (10/14/24)
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  • Client Manager

    City National Bank (San Francisco, CA)
    …Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act ) and must be registered/licensed with the ... Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects...or must be able to be registered under the Safe Act . Must remain in good standing… more
    City National Bank (11/05/24)
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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:** . ... needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists,… more
    Citigroup (09/30/24)
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