• Personal Banker SAFE

    Citigroup (Orinda, 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 (03/20/25)
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  • Personal Banker Roving East Bay…

    Wells Fargo (Oakland, 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 (03/14/25)
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  • Associate Roving Personal Banker Mid…

    Wells Fargo (San Mateo, 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 (03/22/25)
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  • Personal Banker Castro Valley

    Wells Fargo (Oakland, 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 (03/20/25)
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  • Associate Personal Banker Peninsula…

    Wells Fargo (Menlo Park, 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 (03/21/25)
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  • Relationship Banker

    City National Bank (Burlingame, CA)
    …and Registry"; or must be able to be registered under the Safe Act . * Working knowledge of Bank operations, policies and procedures, and regulatory ... as all regulatory requirements (eg Bank Secrecy Act , Know Your Client, Community Reinvestment ...under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act )… more
    City National Bank (03/04/25)
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  • Associate Banker SAFE Act Lo…

    Citigroup (San Francisco, CA)
    The Associate Banker SAFE Act LO is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate… more
    Citigroup (03/07/25)
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  • Personal Banker

    PNC (San Carlos, CA)
    …valued and have an opportunity to contribute to the company's success. As a Personal Banker , you will strengthen customer relationships with a defined sales ... 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 (03/05/25)
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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 (02/06/25)
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  • Citi Wealth at Work - Law Firm Group - Associate…

    Citigroup (Palo Alto, CA)
    The Associate Banker SAFE Act LO is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... and effectiveness of the sub-function/job family. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to… more
    Citigroup (01/16/25)
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  • Relationship Banker - Financial District…

    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 (03/20/25)
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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 (03/13/25)
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  • Sr Premier Relationship Banker Licensed

    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 ... 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 (02/13/25)
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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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  • Manager Branch III

    City National Bank (Walnut Creek, CA)
    …and procedures as well as all regulatory requirements (eg Bank Secrecy Act , Know Your Client, Community Reinvestment Act , Fair Lending Practices, ... IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the...under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act )… more
    City National Bank (03/15/25)
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  • Relationship Manager I

    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 )...client contact - networking & being visible in the community , representing the Bank by actively participating… more
    City National Bank (03/15/25)
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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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  • Merrill Financial Solutions Advisor - East Bay…

    Bank of America (Oakland, 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 (01/08/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (San Francisco, 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 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 (02/25/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (Pacifica, 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 (03/19/25)
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