Top Sales Jobs in San Francisco Bay Area, CA

Serve branch customers by opening accounts, handling teller transactions, performing discovery conversations, referring to specialists, and driving branch growth while maintaining compliance and risk controls.

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Drive and deepen relationships with affluent customers through proactive outreach, discovery-driven advice, and multi-product financial solutions. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, support everyday banking needs, champion digital adoption, and maintain strong risk and compliance practices.

Manage and grow relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Acquire new clients, conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business partners, and ensure risk-compliant documentation and service. Drive digital adoption and support branch team performance.

Manage and grow relationships with affluent consumers and small business clients through proactive outreach, discovery-driven advice, and multi-product solutions. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, drive deposits/lending/investments growth, promote digital adoption, ensure accurate documentation and compliance, and support branch team performance.

Solicit and originate residential mortgage loans, build referral relationships with realtors and builders, evaluate low-to-moderately complex credit and financial data, quote rates, complete applications, ensure compliance with SAFE/NMLS and Regulation Z requirements, and provide high-quality customer service throughout the loan process.

Solicit and originate residential jumbo mortgages for affluent clients; build referral relationships with realtors, builders, and financial professionals; analyze credit and financial data; recommend loan products; ensure compliance with SAFE/NMLS and Regulation Z; manage applications through funding while providing high-quality customer service.

Manage client relationships, provide banking solutions, and drive sales efforts. Responsible for achieving financial targets and fostering customer loyalty.

Provide frontline banking service by building customer relationships, supporting account openings, processing transactions, handling teller duties, driving branch growth through product recommendations and referrals, and ensuring compliant, accurate service while using digital tools and coordinating with specialists.

Serve customers in-branch by opening accounts, processing transactions, handling teller duties, and guiding customers to banking products. Build relationships through proactive outreach, identify growth opportunities, make referrals to specialists, and maintain compliance with risk controls and regulatory requirements (SAFE/LO/CFPB).