Safe Mortgage Licensing Act Jobs

The Branch Leader role at Truist in Woodlawn involves managing all aspects of a local branch to drive performance and community impact. Key responsibilities include leading, coaching, and scheduling the branch team while executing business development strategies focused on small business and mass affluent clients. The position also requires ensuring strict compliance with operational procedures and risk management policies. This role is appealing for its opportunity to inspire a team, build stronger community relationships, and advance within a supportive culture that emphasizes employee growth and empowerment. The position is a regular, full-time role operating on the first shift.

This full-time Relationship Banker role within Wells Fargo's Consumer, Small & Business Banking division focuses on building strong customer relationships and delivering comprehensive financial solutions. The position involves assessing client needs, recommending retail banking products, and guiding customers through account opening and digital banking options. Key responsibilities include collaborating with financial advisors for investment needs, resolving service inquiries, and ensuring strict adherence to regulatory compliance and risk management standards. The role offers a supportive environment recognized as a top workplace for career growth, featuring robust benefits and a culture that emphasizes work-life balance and community impact. While the position is based at the Oregon Avenue branch with a schedule that may include Saturdays, it provides opportunities for professional development through required licensing programs and mentorship.

This full-time Personal Banker role is based at the Harbor East branch in Baltimore within the Consumer Banking and Lending division. The position focuses on delivering exceptional customer experiences by building relationships, assisting with account openings and credit applications, and recommending appropriate financial products and digital solutions. Key responsibilities include managing cash drawers, adhering to strict regulatory compliance standards under the SAFE Mortgage Licensing Act, and referring complex needs to specialized partners. The role appeals to candidates seeking a career with a top-ranked financial services leader that emphasizes work-life balance, robust professional development, and a supportive culture. The position requires a schedule that may include Saturdays and involves direct interaction with customers in a branch setting.

This full-time Personal Banker role is based at the Deerwood branch in Jacksonville, Florida, within the Consumer Banking and Lending division. The position focuses on delivering exceptional customer experiences by building relationships, assisting with account openings, and offering appropriate banking products and digital solutions. Key responsibilities include managing cash drawers, processing service requests, and referring customers to specialized partners while adhering to strict regulatory compliance standards. The role appeals to those seeking a career with a top-ranked financial services leader that emphasizes work-life balance, robust benefits, and opportunities for professional growth. The position requires a schedule that may include Saturdays and involves direct customer interaction in a branch setting.

The Relationship Manager I role within PNC's Small Business Banking organization is based in Gainesville, Florida and focuses on managing a book of business for small business clients. Key responsibilities include acquiring and expanding client relationships, originating credit and non-credit products, and analyzing financial needs to drive revenue growth while mitigating risk. The position emphasizes building strong internal and external networks to enhance the client experience. This opportunity appeals to candidates seeking a supportive, inclusive workplace culture that values work-life balance and offers comprehensive professional development. The role requires an in-office work arrangement and is designed for individuals with a bachelor's degree and relevant industry experience to contribute to the company's mission of delivering exceptional customer service.

This full-time in-office role is based at the Southside Branch in Orlando, Florida, and focuses on delivering exceptional banking services within PNC's Retail Branch organization. The position requires a bilingual Spanish speaker to acquire and deepen the customer base through proactive sales, lobby engagement, and financial education. Key responsibilities include identifying opportunities to improve client financial wellbeing, driving revenue through product solutions, and managing branch operations while adhering to strict risk and compliance policies. The role appeals to candidates seeking a collaborative and inclusive culture where employees are valued and supported. It offers a stable environment with opportunities for professional growth and access to a comprehensive benefits package including health coverage, retirement plans, and paid time off.

This full-time Merchant Services Account Executive role within PNC's Business Banking department focuses on driving revenue growth by acquiring new clients in a local territory. The position involves prospecting for business customers with annual revenues between one and ten million dollars, partnering with relationship managers to uncover opportunities, and leading client engagements from discovery to close. Key responsibilities include executing targeted outbound outreach, developing territory-specific growth strategies, and serving as a trusted advisor on credit card systems and processing solutions. The role appeals to high-performing sales professionals seeking a relationship-led environment with a supportive, inclusive culture that values work-life balance. While the position is based in-office, it includes some local travel for client meetings and internal engagement.

The Mortgage Loan Consultant role within the Residential Lending department at First State Bank focuses on originating and servicing a wide variety of mortgage, real estate, and construction loans. Key responsibilities include meeting with customers to determine optimal loan products, developing new business through networking with realtors and builders, and managing the complete loan origination process while ensuring strict regulatory compliance. The position is appealing for its commission-based structure that rewards performance, opportunities for professional growth in a dynamic lending environment, and the chance to build strategic community partnerships. The work arrangement involves a hybrid schedule split between a retail branch office and a mortgage loan call center, with occasional travel between locations using a personal vehicle.

The Mortgage Loan Consultant role within the Residential Lending department focuses on originating and servicing a diverse range of mortgage, real estate, and construction loans. Key responsibilities include meeting with clients to determine optimal loan products, developing new business through networking with realtors and builders, and managing the complete loan origination process while ensuring strict regulatory compliance. This position is appealing for its commission-based structure that rewards performance, offering opportunities for professional growth in a collaborative banking environment. The role requires a valid Michigan mortgage license and involves a hybrid work arrangement split between a retail branch office and occasional travel to other locations or community events.

This senior role within the Chase Home Lending team in Fort Myers serves as the primary point of contact for clients throughout the mortgage process. The position focuses on guiding customers toward home ownership while driving sales results and ensuring strict adherence to regulatory guidelines. Key responsibilities include mentoring branch staff, collaborating with bankers to introduce new clients to additional services, and leveraging various marketing channels to generate loan originations. The role appeals to candidates seeking a high-energy environment where they can act as a trusted financial expert and build lasting client relationships. The position is based at the Del Prado and Coral Point branches and requires a blend of sales expertise, deep knowledge of local real estate markets, and strong communication skills.

This full-time Branch Manager role at Amegy Bank leads retail banking operations at the Esperson Banking Center in Downtown Houston. The position involves overseeing daily branch performance, managing a diverse team, and driving business growth through sales leadership and client relationship expansion. Key responsibilities include ensuring regulatory compliance, managing credit risk, and fostering community engagement. The role appeals to candidates seeking career growth within a supportive, inclusive culture that prioritizes community impact. The position requires a hybrid schedule with standard weekday hours and occasional Saturday availability, offering comprehensive benefits including health insurance, retirement matching, and professional development opportunities.

The Branch Manager role leads all operations for a Chase branch in Aurora, Colorado, focusing on delivering exceptional client experiences and driving business growth. Key responsibilities include managing branch performance to grow deposits and investments, coaching and developing a high-performing team, and fostering strong relationships with the local community. The position emphasizes building a culture of service, integrity, and continuous learning while ensuring operational compliance. This opportunity appeals to leaders seeking to shape a dynamic work environment within a top-tier financial institution that values diversity and employee development. The role requires on-site presence with flexibility for branch hours and occasional travel for training.

This Vice President role within JPMorgan Chase's Consumer and Community Banking division focuses on managing high-net-worth client relationships in the Los Angeles area. The position involves developing new and maintaining existing banking, lending, and investment connections while providing tailored financial advice to meet client goals. Key responsibilities include conducting in-person meetings with prospects, building networks with referral sources, and collaborating with internal partners to deliver holistic financial solutions. The role appeals to entrepreneurial professionals seeking to drive growth within a supportive team environment that prioritizes exceptional client service. Candidates must hold or obtain Series 7 and 66 licenses. The position requires on-site presence in the Los Angeles office.

The Relationship Banker role at a Chase branch in San Antonio focuses on building lasting client relationships through personalized financial guidance and hospitality. Key responsibilities include proactively managing client accounts, offering tailored banking solutions, and educating customers on digital tools like mobile apps and ATMs. The position requires strong communication skills to deliver attentive service while adhering to regulatory standards. This opportunity appeals to those seeking a dynamic environment within a leading financial institution that values diversity, inclusion, and professional growth. The role is based on-site at the branch and requires availability during extended hours, including weekends and evenings.

This full-time Private Client Banker role is based in San Antonio, Texas, within the Branch Banking team at a leading financial services firm. The position serves as the primary contact for a select group of affluent clients, managing their complete banking relationships through an advice-based approach to help them achieve their financial goals. Key responsibilities include identifying opportunities to share premium banking value, actively acquiring new clients through referrals, and collaborating with specialized partners like mortgage bankers to address complex financial needs. The role appeals to individuals seeking a career focused on building lasting relationships and making a tangible impact on clients' lives. It offers a collaborative environment that values diversity and inclusion, with a work arrangement requiring availability during branch hours, including weekends and evenings.

The Relationship Banker role at a Chase branch in San Jose and Mandarin focuses on building lasting client relationships through personalized financial guidance. Key responsibilities include proactively managing client accounts, delivering attentive service to exceed expectations, and educating customers on digital banking tools like mobile apps and ATMs. The position requires consulting with clients to tailor financial solutions while adhering to regulatory standards. This opportunity appeals to those seeking a dynamic environment within a leading financial services firm that values diversity, inclusion, and professional growth. The role offers a collaborative culture where employees can develop expertise in banking products and contribute to the success of local communities. Work is conducted on-site at the branch during business hours, including weekends and evenings.

The Branch Manager role in Brooklyn East leads all aspects of a Chase banking branch, focusing on delivering exceptional client experiences and fostering a welcoming culture. Key responsibilities include driving deposit and investment growth, coaching and developing a high-performing team, and building relationships with local businesses. The position emphasizes operational integrity, risk management, and the adoption of financial technology. This opportunity appeals to leaders seeking to shape a dynamic branch environment with a strong emphasis on diversity, inclusion, and employee development. The role requires on-site presence in Brooklyn with flexibility for weekend and evening hours, along with occasional travel for training and meetings.

This senior role within Chase Home Lending in Milwaukee serves as a specialized expert and primary contact for clients navigating the mortgage process. The position focuses on coaching branch teams, developing partnerships with retail bankers to drive loan originations, and utilizing consultative skills to guide customers toward homeownership. Key responsibilities include mentoring staff, executing marketing strategies to generate leads, and providing expert financial analysis based on local market conditions. The opportunity is appealing for its potential for career growth within a high-energy team, the chance to make a significant impact on clients' lives, and the support of a collaborative environment dedicated to financial goals.

The Relationship Banker role at the Havemeyer and Broadway branch in Brooklyn involves representing the Chase brand through attentive service and financial expertise. Key responsibilities include acquiring and managing client relationships, offering tailored banking solutions, and educating customers on digital tools like mobile apps and ATMs. The position requires maintaining regulatory compliance and collaborating with specialized team members to address complex financial needs. This opportunity appeals to those seeking a customer-centric environment that values diversity and inclusion, offering a chance to build lasting connections while working within a leading financial services firm. The role is based on-site at the branch and requires availability during branch hours, including weekends and evenings.

The Senior Consumer Relationship Banker role at the West Colonial branch focuses on managing and expanding relationships with affluent Preferred Banking households. Key responsibilities include conducting in-person and phone consultations to identify financial needs, offering complex solutions such as investments and lending, and serving as a subject matter expert for junior team members. The position also involves educating clients on digital banking tools and collaborating with the branch team to meet performance goals. This opportunity appeals to driven individuals seeking career growth within a supportive culture that values integrity and customer success. The role is full-time and based on-site in Orlando, Florida, offering a pathway for upward mobility and professional development.

This remote sales role involves representing Beeler Life Group to provide mortgage protection, life insurance, and retirement solutions to families. The position focuses on meeting with warm leads to design financial policies that fit client needs, supported by one-on-one mentorship and virtual training. Key responsibilities include conducting virtual appointments, obtaining state insurance licensing, and managing a flexible schedule without cold calling or strict quotas. The opportunity appeals to self-motivated individuals seeking a career built on character rather than prior experience, offering the potential to build a personal agency and generate passive income. The work arrangement is fully remote with flexible hours, available as either full-time or part-time, fostering a culture of personal growth and work-life balance.

This Financial Solutions Advisor role supports clients in the Annapolis and Salisbury, Maryland areas by developing customized financial plans and recommending investment strategies. The position involves triaging client leads, referring customers to specialized partners based on their needs, and engaging new prospects to build a robust pipeline. Candidates will work within an in-office environment to foster strong client relationships while managing risk and completing required industry licenses. The role appeals to self-disciplined individuals seeking career growth within a collaborative culture that prioritizes responsible growth and community impact.

The Financial Solutions Advisor role in the South San Antonio area focuses on delivering comprehensive financial advice and customized investment solutions to help clients achieve their goals. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads, and referring customers to appropriate internal partners based on their needs and asset levels. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and community impact. The role operates in an in-office setting with a Monday through Friday schedule that includes rotating Saturdays, offering a structured environment for those passionate about financial planning and client relationship management.

The Financial Solutions Advisor role serves clients in the South Austin and North San Antonio areas to help them achieve their financial goals through customized investment and banking strategies. Key responsibilities include building comprehensive financial plans, recommending brokerage products such as stocks and bonds, triaging client leads, and referring clients to appropriate internal partners based on their needs. The position requires holding Series 7 and 66 licenses and involves managing client relationships while adhering to regulatory standards. This opportunity appeals to professionals seeking a career with growth potential within an inclusive culture that values responsible growth and community impact. The role operates on a hybrid basis with specific in-office attendance requirements and includes rotating Saturday shifts.

This entry-level Financial Solutions Advisor role at Bank of America focuses on developing future financial leaders through a structured training program. The position involves obtaining industry licenses such as the SIE, Series 7, and Series 66, followed by learning to manage client relationships and provide comprehensive banking and investment solutions. Key responsibilities include conducting client needs assessments, recommending financial strategies, and collaborating with core banking partners to deliver personalized advice. The role is appealing due to its world-class onboarding, dedicated coaching, and clear career progression path into advanced advisory positions. The work arrangement is primarily in-office at a financial center with a hybrid phone-based training phase, requiring a Monday through Friday schedule with rotating Saturdays.