Top Sales Jobs in San Francisco Bay Area, CA

Build relationships with customers through in-branch and outreach interactions, support account openings, service requests, and credit applications, perform teller and cash-handling duties, identify sales opportunities and make referrals, use digital tools to assist customers, and comply with risk and regulatory controls while coordinating with branch teammates.

Manages and grows a portfolio of small-business banking clients, typically generating $500K–$2MM in annual sales. Builds client relationships, assesses financial needs, recommends business accounts, credit, treasury services, and digital tools, and acquires new customers through prospecting and referrals. Partners with relationship managers and lending officers on complex transactions while maintaining compliance with lending, risk, regulatory, and operational requirements. Requires loan originator registration and customer-focused financial services expertise.

Supports Relationship Managers in growing corporate banking portfolios across the technology, media, and telecom sectors. Responsibilities include client planning, prospecting, financial and industry analysis, credit assessment, financing solution structuring, transaction execution, compliance, risk monitoring, and coordination with internal banking, capital markets, legal, treasury, and operations teams.

Build and grow consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, manage service requests, maintain accurate documentation, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. Required licensing includes FINRA examinations, state insurance licenses, and SAFE registration.

Serve affluent and complex customers as primary financial advisor in branch: acquire and deepen relationships, deliver multi-product banking, lending, and investment solutions, coordinate with Wealth/Home Lending/Business Banking, promote digital adoption, manage a book of business, ensure compliance and accurate documentation, and meet licensing and risk standards.

Build and grow consumer and business customer relationships through consultative discovery, tailored deposit, lending, credit, and investment solutions. Manage a customer portfolio, resolve account requests, promote digital banking, coordinate referrals across Wealth, Home Lending, and Business Banking, and maintain accurate documentation and regulatory compliance. The role requires customer service and relationship-building experience, active or timely completion of FINRA and insurance licenses, SAFE registration, and most-Saturday availability.

Grow and manage relationships with affluent and complex clients through discovery-driven advice, proactive outreach, and coordinated multi-product solutions. Own a book of business, deepen deposits, lending, investments, and refer to Wealth/Home Lending/Business Banking. Support daily banking needs, champion digital adoption, ensure accurate documentation and regulatory compliance, and coach peers to deliver a differentiated customer experience.

Manage and grow relationships with affluent customers through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and business banking. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance and customer service.

Manage and grow a portfolio of affluent customers through proactive outreach, discovery-driven advice, and cross-product solutions. Acquire new relationships, coordinate with Wealth/Home Lending/Business Banking partners, drive digital adoption, ensure compliance and accurate documentation, and support branch team performance while meeting licensing and regulatory requirements.

Acquire, deepen, and manage relationships with affluent consumer and business customers; provide discovery-driven financial advice and multi-product solutions across deposits, lending, investments and home lending; grow a defined book of business; coordinate referrals and conversions with Wealth, Home Lending, and Business Banking; handle everyday banking needs and service requests; drive digital adoption; ensure accurate documentation, compliance, and risk management; meet licensing and registration requirements.