Top Sales Jobs in San Francisco Bay Area, CA

YesterdaySaved
Hybrid
Mill Valley, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Manage and grow relationships with affluent customers through proactive outreach, discovery-driven advising, and cross-product solutions across deposits, lending, investments, and business banking. Own a defined book of business, coordinate with Wealth, Home Lending, and Business Banking partners, ensure accurate documentation and risk compliance, promote digital adoption, and support branch team service and sales goals. Role requires obtaining and maintaining FINRA and insurance licenses.
YesterdaySaved
Hybrid
Walnut Creek, CA, USA
Junior
Junior
Fintech • Financial Services
Originates and services jumbo residential mortgages for affluent clients, builds referral relationships, analyzes credit/financials, ensures regulatory compliance (SAFE/NMLS/Reg Z), and delivers high-quality customer service while maintaining market visibility.
Top Skills: MS OfficeNmls (Nationwide Mortgage Licensing System)
YesterdaySaved
Hybrid
San Lorenzo, CA, USA
23-31 Hourly
Entry level
23-31 Hourly
Entry level
Fintech • Financial Services
Frontline banking role building customer relationships through in-branch and outbound interactions. Support account openings, service requests, credit applications, teller/cash handling, and referrals while following compliance and risk controls.
YesterdaySaved
Hybrid
San Francisco, CA, USA
23-31 Hourly
Entry level
23-31 Hourly
Entry level
Fintech • Financial Services
Build customer relationships through in-branch interactions and outreach, support account openings, service requests and credit applications, perform teller/cash-handling duties, promote banking products and referrals, and ensure compliant, accurate service while collaborating with branch teammates.
YesterdaySaved
Hybrid
Oakland, CA, USA
23-31 Hourly
Entry level
23-31 Hourly
Entry level
Fintech • Financial Services
Provide temporary branch coverage across multiple locations, assist customers with account openings, service requests, and basic credit applications, recommend bank products and digital solutions, build customer relationships, refer complex needs to specialists, and comply with SAFE/NMLS loan originator and regulatory requirements.
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YesterdaySaved
Hybrid
San Mateo, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Grow and manage relationships with affluent customers by providing multi-product financial solutions across deposits, lending, investments, and business banking. Proactively source new clients, conduct discovery-driven planning, coordinate with Wealth, Home Lending, and Business Banking partners, ensure accurate documentation and compliance, promote digital adoption, and support branch team members. Maintain required licenses and meet regulatory and risk standards.
Top Skills: Finra Series 6Finra Series 63Finra Series 65Finra Series 66Mobile BankingSafe RegistrationSecurities Industry Essentials (Sie)State Insurance License
YesterdaySaved
Hybrid
Hayward, CA, USA
Junior
Junior
Fintech • Financial Services
Originates mortgage loans from assigned bank branches, advises customers on Wells Fargo Home Mortgage products, processes low-to-moderately complex applications, collaborates with branch partners, maintains compliance with S.A.F.E. and Regulation Z requirements, and pursues ongoing product and underwriting training.
YesterdaySaved
Hybrid
Belvedere, CA, USA
21-31 Hourly
Entry level
21-31 Hourly
Entry level
Fintech • Financial Services
Frontline personal banker who builds customer relationships, opens accounts, handles cash/teller transactions, processes service and credit requests, promotes banking products, uses digital tools, ensures compliance, and refers customers to specialists as needed.
YesterdaySaved
Hybrid
San Rafael, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Acquire, deepen, and manage relationships with affluent and complex customers by delivering multi-product banking, credit, investment, and lending solutions. Own a defined book of business, perform discovery-driven planning, coordinate with Wealth, Home Lending, and Business partners, drive digital adoption, handle everyday banking needs, ensure accurate documentation and regulatory compliance, and support branch team performance and customer retention.
YesterdaySaved
Hybrid
El Cerrito, CA, USA
23-31 Hourly
Entry level
23-31 Hourly
Entry level
Fintech • Financial Services
Provide temporary branch coverage across locations, deliver exceptional customer service, open accounts, process service requests and credit applications, recommend bank products and digital solutions, refer complex needs to specialists, and comply with SAFE/NMLS loan originator requirements and background screening. Must be flexible, travel within assigned geography, and work weekends/holidays as needed.
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