Top Finance Jobs in San Francisco Bay Area, CA

Lead and consult on complex commercial credit policy, procedures, and portfolio initiatives. Coordinate with subject matter experts, communicate policy changes, provide training, oversee credit risk governance, prepare policy exemptions, support audits/exams, and lead cross-functional credit projects impacting the business and senior stakeholders.

Lead origination and structuring of complex treasury solutions that incorporate digital assets and programmable treasury. Partner with product, sales, and innovation teams to create revenue-generating, multi-product offerings (tokenized deposits, on-chain collateral, programmable payments). Advise top-tier clients, influence product direction, monitor regulatory and market trends, and drive adoption of emerging treasury capabilities across the bank.

Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive deposits, lending, cards, and investments; execute sales and operational routines; manage risk and compliance; partner with internal sales teams; onboard through a required Branch Manager Readiness Program; travel and work weekends as needed.

Lead client acquisition and relationship management for early-stage technology companies. Drive multi-line revenue growth, coordinate transactions with credit and product partners, analyze financial statements, build C-suite and board-level relationships, represent the bank at events, maintain pipeline and CRM discipline, and stay current on industry and market trends.

Manage and develop a commercial banking credit team supporting C&I clients ($25M–$2B+). Ensure credit execution aligns with policy, drive policy adoption and process improvements, mentor staff, allocate resources, and collaborate across portfolio management to identify and mitigate risk and support business objectives.

Lead Special Needs Trust advisory for HNW and UHNW clients: review and implement complex estate documents, ensure compliance with benefits and fiduciary law, manage beneficiary relationships and teams, grow fee business, coordinate with advisors/attorneys, and mentor fiduciary staff.

Frontline branch role building customer relationships, supporting account openings, service requests, credit applications, and cash/teller transactions. Promote banking products, use digital tools, follow compliance and risk controls, and coordinate referrals to licensed specialists.

Provide advanced investment analysis and recommendation support to Financial Advisors and clients, including allocation adjustments, performance attribution, risk evaluation, tax-aware rebalancing, scenario modeling, and documentation to support implementation, compliance, and audits.

Two-year full-time analyst program supporting transaction execution and client delivery: build financial models, conduct company and industry research, prepare client materials and pitchbooks, participate in diligence and client meetings, collaborate with senior bankers, and mentor junior team members while receiving ongoing coaching and feedback.

Two-year Commercial Real Estate analyst program focused on financial modeling, valuation, and credit analysis. Responsibilities include supporting property valuation models, preparing financial and credit analyses and presentations, conducting property and industry research, participating in due diligence and client meetings, and collaborating with senior bankers to support client relationships.