Top Sales Jobs in San Francisco Bay Area, CA

Grow and manage relationships with affluent customers, provide multi-product banking and credit guidance, acquire new clients, coordinate referrals with Wealth/Home Lending/Business Banking, promote digital adoption, maintain accurate documentation, and meet licensing and compliance requirements.

Serve affluent customers as primary financial partner: acquire and deepen relationships, provide multi-product advice across deposits, lending, investments, and business banking, grow a defined book of business, coordinate with internal partners, ensure compliance and accurate documentation, and support branch service and digital adoption.

Serve as primary customer contact in branch to acquire, manage, and grow consumer and small business relationships. Lead discovery conversations, recommend deposit/credit/investment solutions, drive digital adoption, resolve service requests, partner with Wealth/Home Lending/Business teams, and maintain compliance and accurate documentation. Temporary licensed‑pending role transitions after completing required licensing.

Serve as primary branch contact for consumer and business customers: acquire, manage, and grow relationships through discovery conversations, deliver tailored deposit/credit/investment solutions, support everyday account transactions, promote digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and meet compliance and documentation requirements while pursuing required FINRA and insurance licensing.

Frontline role building customer relationships via in-branch interactions and proactive outreach. Supports account openings, service requests, credit applications, and teller/cash handling. Promotes relevant banking products, uses digital tools, ensures compliant and accurate service, and coordinates referrals to licensed specialists to meet customer and branch goals.

Manage and grow a portfolio of affluent customers through proactive outreach, discovery-driven advice, and multi-product financial solutions. Coordinate with Wealth, Home Lending, and Business Banking, handle everyday banking needs, ensure compliance and documentation, and drive digital adoption to deepen relationships and deliver measurable retention and growth.

Solicit and originate residential mortgage loans, build referral relationships, analyze low-to-moderately complex financial and credit data, recommend mortgage products, ensure compliance with SAFE and Regulation Z requirements, maintain customer communication, and pursue training to remain current in mortgage products and processes.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive disciplined execution, partner with internal sales partners, manage operational risk/compliance, promote digital banking, and use reporting to improve performance. Complete Branch Manager Readiness program to transition into the role.

Solicit and produce compliant jumbo residential mortgages for affluent borrowers, build referral relationships, analyze moderate credit/financial data, manage applications and underwriting requirements, and maintain regulatory compliance (SAFE/NMLS, Regulation Z).

Originates and sells residential jumbo mortgage loans to affluent clients by building referral relationships, analyzing credit and financial data, quoting rates, ensuring compliance with SAFE and LO regulations, and providing high-quality customer service throughout the loan process.