- Citigroup (Miami, FL)
- 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
- Wells Fargo (Miami Shores, FL)
- …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 (Miami, FL)
- …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
- Citigroup (Miami, FL)
- 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
- FirstBank PR (Miami, FL)
- SENIOR PERSONAL BANKER Position Summary : Execute...related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 ( SAFE Act ) ... any applicable continuing education courses set forth by the Safe Act ." + Solicits consumer and business...senior business contacts. + Through extensive involvement, create local community awareness that the bank is critically… more
- FirstBank PR (Miami, FL)
- PERSONAL BANKER Essential Functions: + Ensure the...related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 ( SAFE Act ) and ... any applicable continuing education courses set forth by the Safe Act ." + Three years banking experience...Preferred Education and Experience: + One year of related Personal Banker functions/Teller experience and/or two years… more
- PNC (Miami, FL)
- …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
- JPMorgan Chase (Miami Shores, FL)
- …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
- Truist (Miami, FL)
- …FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, ... affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Bank of America (Miami, FL)
- …programs, tools and resources throughout your career journey. 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 (Miami, FL)
- …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 (Miami, FL)
- …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
- First Horizon Bank (Coral Gables, FL)
- …requirements of a background credit check. This position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing ... existing clients in the area. Develop business relationships, get involved in the community , and realize your success by joining the Mortgage team. There are very… more
- Citigroup (Miami, FL)
- …basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Primary Location Salary ... corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches… more
- Citigroup (Miami, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and… more
- FirstBank PR (Miami, FL)
- …comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 ( SAFE Act ) and its corresponding regulations, ... senior business contacts. + Through extensive involvement, create local community awareness that the bank is critically...any applicable continuing education courses set forth by the Safe Act ." + Three years of experience… more
- Truist (Miami, FL)
- …roles 3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date ... the issues and trends most important to the legal community . ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary...referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal &… more
- PNC (Miami, FL)
- …(FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act ) and/or the Financial Industry Regulatory ... Brickell, Miami, FL. *Spanish speaking preferred Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and… more
- PNC (Coral Gables, FL)
- …(FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act ) and/or the Financial Industry Regulatory ... effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more