Top Sales Jobs in San Francisco Bay Area, CA

Provides coverage across multiple bank branches, supporting customer needs, opening accounts, processing service requests, submitting credit applications, and recommending appropriate banking products and digital solutions. Builds customer relationships through proactive outreach and referrals while following bank policies and regulatory requirements. Requires flexibility, weekend and holiday availability, 100% travel within the assigned geography, SAFE registration, and compliance with Loan Originator qualification standards.

Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, deepens existing relationships, recommends integrated deposit, lending, investment, and credit solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital banking adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and regulatory compliance.

Build and manage consumer and business customer relationships through consultative banking, credit, deposit, and investment solutions. Conduct discovery conversations, acquire and grow customer portfolios, make referrals to Wealth, Home Lending, and Business Banking, promote digital banking adoption, resolve service requests, and maintain accurate risk and compliance documentation. Requires customer service and relationship-building experience, FINRA licensing, state insurance licensing, and SAFE registration.

Build customer relationships through in-branch conversations and proactive outreach, identify banking needs, recommend products and services, support account openings and credit applications, process cash and teller transactions, use digital banking tools, maintain compliance, and coordinate referrals to bankers and specialists. The role requires Saturday availability, customer service experience, sound judgment, and SAFE registration after hire.

Manages and grows relationships with affluent consumer and business banking customers. The role acquires clients, conducts discovery conversations, recommends integrated deposit, credit, lending, investment, and banking solutions, and manages a defined book of business. It partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, supports branch colleagues, and maintains strong documentation, risk controls, regulatory compliance, and customer service standards.

Build customer relationships through in-branch interactions and proactive outreach. Identify financial needs, connect customers with appropriate banking products and digital tools, support account openings, service requests, credit applications, and cash transactions, and refer customers to specialists. Maintain accurate, compliant service while following risk controls and collaborating with branch teammates. The role requires Saturday availability, SAFE registration, and preferred Cantonese-English bilingual proficiency.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Owns a book of business, recommends deposit, lending, investment, and credit products, coordinates referrals across internal teams, promotes digital banking, supports branch colleagues, and maintains strong risk, compliance, and documentation standards. Requires financial licensing, SAFE registration, Saturday availability, and adherence to enhanced screening requirements.

Build customer relationships, identify banking needs, recommend products and services, and support account openings, service requests, credit applications, and cash transactions. The role combines branch sales, customer service, digital banking assistance, compliance, risk awareness, and collaboration with licensed bankers. Employees must work Saturdays, complete SAFE registration after hire, and meet loan-originator screening and financial-responsibility requirements.

Build customer relationships, identify financial needs, recommend banking products, support account openings and credit applications, process cash transactions, and provide compliant branch service. The role involves proactive outreach, digital banking support, referrals to specialists, risk awareness, and collaboration with branch teammates. Saturday availability, SAFE registration, background screening, and compliance with loan originator requirements are required.

Build customer relationships and identify banking needs through in-branch conversations and proactive outreach. Open accounts, process service requests and credit applications, handle cash and teller transactions, promote relevant financial products, and guide customers in using digital banking tools. The role requires accurate, compliant service, sound judgment, risk escalation, and collaboration with branch teammates. Saturdays are required, and SAFE registration will be initiated after employment begins.