Top Sales Jobs in San Francisco Bay Area, CA

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product financial advice, goals-based planning, and coordinated solutions across deposits, lending, investments, home lending, and business banking. Own a defined book of business, drive proactive outreach and referrals, support everyday banking needs, champion digital adoption, collaborate with internal partners, and ensure risk/compliance through accurate documentation and escalation.

Serve as a frontline personal banker building customer relationships, supporting account openings, transactions, and credit applications, performing cash handling and teller duties, promoting products and referrals, using digital tools, and adhering to compliance and risk controls.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Own a book of business, conduct discovery-driven planning, coordinate with Wealth, Home Lending, and Business Banking partners, champion digital adoption, ensure regulatory and documentation compliance, and support branch team performance.

Originates and produces residential jumbo mortgages for high-net-worth clients by building referral relationships, quoting rates, analyzing credit and financial data, reviewing appraisals and title, and ensuring compliance with SAFE/NMLS and Regulation Z while maintaining high customer service and market visibility.

Solicit and originate residential mortgage loans, build referral relationships with realtors and partners, analyze low-to-moderately complex credit/financial data, ensure compliance with mortgage regulations (SAFE/LO), provide timely customer communication, and pursue training to maintain product and underwriting knowledge.

Acquire and deepen relationships with affluent customers, manage a defined book of business, deliver multi-product banking, lending, and investment solutions, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance through coaching and customer-focused service.

Manage and grow a book of affluent customers through proactive relationship-building, discovery-driven financial planning, and coordinated multi-product solutions. Serve as primary contact for banking needs, drive referrals and digital adoption, ensure accurate documentation and risk compliance, and collaborate with Wealth, Home Lending, and Business Banking partners.

As a Relationship Banker, you will build customer relationships, service accounts, recommend banking products, and comply with relevant regulations. Licensing and customer interaction are key responsibilities.

The Senior Branch Premier Banker role involves acquiring new customers, analyzing their financial needs, advising on services, and managing client relationships. Requires compliance with regulations and effective relationship building.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, conduct discovery conversations, recommend deposit/credit/investment solutions, support account openings and service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with licensing, documentation, and risk requirements.