Mortgage Loan Originator Carlile Realty GroupMortgage Loan OriginatorSacramento, CARemoteJoin Carlile Lending, the mortgage division of ERA Carlile Realty Group, and work directly with our in‑house real estate team. Enjoy warm leads, strong support, and a true one‑stop client experience.
Mortgage Loan Originator Jet Direct MortgageMortgage Loan OriginatorSacramento, CAWe believe in empowering our originators, which is why weve implemented cutting-edge tools, including: World-Class Origination Software & CRM Intuitive Mobile Mortgage Application Technology Advanced Marketing Automation Platform Comprehensive Data Reporting & Analytic Software. Your Role and What Youll Bring to Our Team We are looking for experienced, ethical, and passionate professionals ready to join us as Mortgage Loan Officers/Originators (MLOs).
Loan Originator, Sr NE Sacramento, CA Hilltop Holdings IncLoan Originator, Sr NE Sacramento, CASacramento, CAWhether on the frontline working directly with customers in our branches or behind the scenes supporting our loan officers, our team members each play a vital role in delivering an outstanding customer experience. Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients.
Mortgage Loan Originator; BR 26 Texana Bank, N.A.Mortgage Loan Originator; BR 26Vacaville, TexasThe Mortgage Loan Originator is responsible for originating residential mortgage loans by developing client relationships, assessing borrower needs, and guiding applicants through the loan process. This role plays a vital part in maintaining high levels of customer satisfaction and ensuring compliance with all internal policies and applicable regulations.
Mortgage Loan Originator: BR 26 Texana Bank, N.A.Mortgage Loan Originator: BR 26Folsom, TexasThe Mortgage Loan Originator is responsible for originating residential mortgage loans by developing client relationships, assessing borrower needs, and guiding applicants through the loan process. This role plays a vital part in maintaining high levels of customer satisfaction and ensuring compliance with all internal policies and applicable regulations.
Mortgage Loan Originator U.S. BankMortgage Loan OriginatorSacramento, CaliforniaIn addition, certain positions may also be subject to the requirements of FINRA, 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 as those related to ethics, safety, or operational procedures. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
Mortgage Loan Originator U.S. BancorpMortgage Loan OriginatorSacramento, CAIn addition, certain positions may also be subject to the requirements of FINRA, 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 as those related to ethics, safety, or operational procedures. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
Loan Officer Carlile Realty GroupLoan OfficerSacramento, CARemoteWhether you’re an experienced Loan Originator seeking better lead flow and real estate integration or a licensed professional ready to grow with a dynamic local team, this is an excellent opportunity to build a thriving career in Sacramento’s mortgage market. This unique setup allows our Loan Originators to work directly with our active real estate agents, providing clients with a true one-stop home buying or selling experience.
Mortgage Loan Officer, Jr Columbia Banking System IncMortgage Loan Officer, JrRocklin, CA$22–$28 / hourThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements.
Mortgage Loan Officer, Jr Columbia BankMortgage Loan Officer, JrRocklin, CA$22–$25 / hourThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note:Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. + This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-endtransactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements.
Senior Mortgage Loan Officer / Mortgage Advisor Partners MortgageSenior Mortgage Loan Officer / Mortgage AdvisorRoseville, CAFull timeAt Partners Mortgage, we believe loan officers should be treated like true partners—not numbers on a spreadsheet. Whether you're a top producer looking for a better platform or a growing loan officer seeking more support and opportunity, we'd love to have a confidential conversation.
Senior Loan Processor CrossCountry MortgageSenior Loan ProcessorRoseville, CaliforniaPrepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer.
NewResidential Mortgage Loan Officer GrowthWise Search PartnersResidential Mortgage Loan OfficerRocklin, CAIf you're a successful Residential Mortgage Loan Officer who is frustrated by endless meetings, corporate bureaucracy, limited loan products, or feeling like one small piece of a very large organization, this is your opportunity to build a mortgage career where your relationships, your reputation, and your success truly belong to you. If you're looking for a company that gives you the products, pricing, processing, technology, and support to help you build a business that's truly yours while enjoying the stability of W2 employment, this could be your next move.
Reverse Mortgage Inside Sales Loan Officer Mutual of Omaha MortgageReverse Mortgage Inside Sales Loan OfficerSacramento, CARemoteFull timeAt Mutual of Omaha Reverse Mortgage, Loan Officers are trained to listen and build rapport, in addition to understanding and analyzing the full financial situations of our customers. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in the home as a means to assist a peaceful and secure transition to one’s retirement years.
Licensed Loan Officer Assistant CrossCountry Mortgage LLCLicensed Loan Officer AssistantRoseville, CA$29–$32.50 / hourThe Sales Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. The Sales Assistant provides support to CrossCountry Mortgage, LLCs ("CCM") mortgage loan officers in their daily duties to increase loan production levels.
Commercial Loan Officer III River Valley Community BankCommercial Loan Officer IIIRoseville, CA$125,000–$150,000 / yearEach Commercial Loan Officer keeps management informed as to the status of loans in their portfolio by collecting/reviewing required financial information and frequent customer interaction and is responsible for proper risk assessment of all credit requests and loans within their assigned portfolio. Ability to proactively manage a loan portfolio and the associated workflow in a manner that consistently results in meeting deadlines and provides acceptable lead time to others involved in various stages of the loan process, resulting in an exceptional client experience.
Mortgage Supervising Loan Officer The PNC Financial Services Group IncMortgage Supervising Loan OfficerSacramento, CAIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (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 Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Mortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerSacramento, CAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Experienced Mortgage Loan Officer Satori MortgageExperienced Mortgage Loan OfficerElk Grove, CARemoteI’m deep in the trenches: running pipelines, snagging leads, building relationships, and coaching. I’m Niko Kramer, and I’ll be your wingman in building a team that’s UNSTOPPABLE!
Agricultural / Commercial Loan Officer MRINetwork JobsAgricultural / Commercial Loan OfficerSacramento, CaliforniaJob RequirementsMinimum 4-6 yrs of progressively responsible commercial lending experience providing financial expertise, counsel and customized solutions to business clients; advanced knowledge of credit underwriting, loan structuring, credit/credit quality and commercial real estate, agricultural, and C&I lending practices. Negotiates terms/conditions, structure loan financing based on risk considerations consistent with Bank policy and Asset/Liability guidelines; approve loans within assigned lending limits; and/or prepare/ present credits outside lending limits for approval to appropriate levels of authority, as required.
Mortgage Loan Officer Elite Live Transfer Division Satori MortgageMortgage Loan Officer Elite Live Transfer DivisionRoseville, ALRemoteBuild Realtor Relationships – Every purchase deal is an opportunity to connect with realtors on the transaction, turning one closed loan into a potential ongoing partnership. You’ll be joining a team that doesn’t just sit back; we’re right there with you, providing leads and the support you need to take each call across the finish line.
VP/Commercial Loan Officer First Northern Bank of DixonVP/Commercial Loan OfficerDixon, CA$115,000–$130,000 / yearOriginate and renew Agribusiness Operating Lines and Loans, Equipment Finance as well as Owner Occupied Agribusiness related Real Estate Loans. Work closely with Agribusiness Banking Leadership and Credit Administration to ensure sound portfolio management, client introductions and timely resolution of issues .
Mortgage Loan Officer Satori MortgageMortgage Loan OfficerRoseville, ALRemoteWe're on the hunt for charismatic, outgoing hustlers with massive spheres of influence who are natural-born relationship builders and lead-generating machines. With over 20 years in the game, Satori Mortgage has funded tens of thousands of loans and created a legion of happy homeowners.
Commercial Loan Officer MRINetwork JobsCommercial Loan OfficerDavis, CaliforniaActively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing solutions to resolve complex and often unique issues for local businesses with revenues $5-150MM. Provide secured financing solutions in support of working capital growth, acquisitions and debt restructuring for your new and existing clients with the goal of generating income and enhancing the Bank's overall profitability.
Middle Market Commercial Loan Officer MRINetwork JobsMiddle Market Commercial Loan OfficerSacramento, CaliforniaActively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing solutions to resolve complex and often unique issues for local businesses with revenues $10MM-1billion. Provide secured financing solutions in support of working capital growth, acquisitions and debt restructuring for your new and existing clients with the goal of generating income and enhancing the Bank's overall profitability.
VP/REIT Loan Officer First Northern Bank of DixonVP/REIT Loan OfficerSacramento, CA$150,000–$160,000 / yearThis position focuses on acquiring new clients, managing a portfolio of existing relationships, and cross-selling banking products for investor commercial real estate loans, including construction loan opportunities. Compliance – consistently adhere to Bank policies and regulations, reinforce training to ensure that Bank employees are aware of UDAAP and do not harm consumers with any act that could be misleading, unfair, deceptive, or abusive in act or practice.
Mortgage Banker Market Specialist (Mortgage Loan Officer) First Citizens BankMortgage Banker Market Specialist (Mortgage Loan Officer)Sacramento, CaliforniaFull timeQualifications: Bachelor's Degree and 2 years of experience in Mortgage origination or Mortgage telephone sales OR High School Diploma or GED and 6 years of experience in Mortgage origination or Mortgage telephone sales. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
CA-WA Mortgage Retail Sales Consultant (SAFE) Wells Fargo & CoCA-WA Mortgage Retail Sales Consultant (SAFE)Sacramento, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Senior Home Lending Advisor, Fairfield, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Fairfield, CAFairfield, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, Davis, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Davis, CADavis, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Sr. Business Banker - Central California/Nevada - Las Vegas/Sacramento, Vice President Citigroup IncSr. Business Banker - Central California/Nevada - Las Vegas/Sacramento, Vice PresidentElk Grove, CA$111,040–$166,560 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. As a Senior Business Banker, they will act as a role model for the assigned Market, delivering assistance and building knowledge for more complex deals, and will focus on credit real estate lending.
Private Mortgage Banker (SAFE) Wells Fargo & CoPrivate Mortgage Banker (SAFE)Sacramento, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Mortgage Sales Supervisor U.S. BancorpMortgage Sales SupervisorSacramento, CAIn addition, certain positions may also be subject to the requirements of FINRA, 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 as those related to ethics, safety, or operational procedures. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and event issues.
Contact Center Manager Sacramento Credit UnionContact Center ManagerSacramento, CAFull timeProvides leadership and support to Contact Center team; ensures a competent, motivated staff through hiring, training, counseling, coaching motivating, and reviewing performance of assigned staff. *Initiates, researches, coordinates and implements department projects intended to benefit members, internal team members or department operations.
Mortgage Sales Supervisor U.S. BankMortgage Sales SupervisorSacramento, CaliforniaIn addition, certain positions may also be subject to the requirements of FINRA, 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 as those related to ethics, safety, or operational procedures. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and event issues.
Private Client Banker - Fair Oaks Blvd and Watt Ave Branch - Sacramento, CA JPMorgan Chase Bank, N.A.Private Client Banker - Fair Oaks Blvd and Watt Ave Branch - Sacramento, CASacramento, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Sierra Mountain Market - Auburn, CA JPMorgan Chase Bank, N.A.Private Client Banker - Sierra Mountain Market - Auburn, CAAuburn, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Branch Manager - Main and Walnut - Woodland, CA JPMorgan Chase Bank, N.A.Branch Manager - Main and Walnut - Woodland, CAWoodland, CAFull timeYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Home Mortgage Specialist TriCo BancsharesHome Mortgage SpecialistSacramento, CAEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
Credit Solutions Advisor - Sunset Park Bank of AmericaCredit Solutions Advisor - Sunset ParkRocklin, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Roving Personal Banker Greater Vine District Wells Fargo & CoRoving Personal Banker Greater Vine DistrictFairfield, CA$23–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Financial Solutions Advisor - Vacaville Financial Center Bank of America CorpFinancial Solutions Advisor - Vacaville Financial CenterVacaville, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Fairfield/Concord Area Bank of America CorpFinancial Solutions Advisor Registration Candidate - Fairfield/Concord AreaVacaville, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Personal Banker TriCo BancsharesPersonal BankerSacramento, CA$20–$23 / hourMaintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act. Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Senior Business Banker I or II TriCo BancsharesSenior Business Banker I or IIFolsom, CA$27.93–$37 / hourEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. As Californias Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments.
Personal Banker $500 sign-on bonus opportunity! TriCo BancsharesPersonal Banker $500 sign-on bonus opportunity!Auburn, CA$20–$23 / hourMaintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act. Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Financial Solutions Advisor Registration Candidate - Calvine Pointe Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Calvine Pointe Financial CenterSacramento, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Merrill Advisor Development Program - Financial Advisor: Sacramento Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Sacramento MarketSacramento, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Relationship Banker - Vacaville, CA Area Bank of AmericaRelationship Banker - Vacaville, CA AreaVacaville, CaliforniaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Senior Banker Bank of AmericaSenior BankerNorth Highlands, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.