Top Sales Jobs in San Francisco Bay Area, CA

Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Grow a book of business across deposits, lending, investments, and business banking; coordinate referrals with internal partners; promote digital banking; coach branch colleagues; and maintain strong documentation, risk controls, and regulatory compliance.

Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide comprehensive guidance across deposits, lending, investments, and banking products. Conduct discovery-based financial conversations, make referrals, coordinate with internal partners, promote digital banking, support branch colleagues, and maintain strong risk, compliance, and documentation standards. The role requires licensing, SAFE registration, Saturday availability, and proactive customer outreach.

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 deposits, lending, credit, investment, and business banking products, and partners with internal teams to convert opportunities. Handles everyday banking needs, promotes digital adoption, supports branch colleagues, and maintains strong documentation, risk controls, regulatory compliance, and customer service.

Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide comprehensive guidance across deposits, lending, investments, credit, and banking products. Conduct discovery-based consultations, make referrals and warm introductions, promote digital banking, support branch colleagues, and maintain strong documentation, risk controls, and regulatory compliance. The role requires active or timely completion of FINRA and state insurance licenses, SAFE registration, and Saturday availability.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and tailored guidance across deposits, lending, investments, and banking services. Owns a book of business, acquires and deepens relationships, coordinates referrals across Wealth, Home Lending, and Business Banking, promotes digital adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and compliance standards.

Manages and grows relationships with affluent consumer and business banking customers. Acquires and deepens a book of business through discovery conversations, proactive outreach, referrals, and tailored guidance across deposits, lending, credit, investments, and banking services. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, handles everyday banking needs, supports complex client requests, and advises branch colleagues while maintaining licensing, risk, compliance, and customer service standards.

Manages and grows relationships with affluent consumer and business banking customers. Conducts discovery conversations, recommends tailored deposit, lending, credit, investment, and banking solutions, and owns a book of business. Acquires customers through outreach and referrals, coordinates with Wealth, Home Lending, and Business Banking partners, promotes digital banking, supports branch colleagues, and maintains strong documentation, risk controls, regulatory compliance, and customer follow-through.

Build and manage consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital adoption. Resolve account inquiries, document interactions, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. The role requires customer service and relationship-building experience, FINRA and state insurance licensing, SAFE registration, and Saturday availability.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Analyzes financial and credit information, recommends suitable mortgage products, quotes rates and points, manages applications and lock-ins, and maintains proactive customer communication. Ensures compliance with SAFE, Loan Originator, underwriting, and Wells Fargo policies while developing market visibility and mortgage production.

Solicits and originates residential mortgage loans, focusing on affluent borrowers and jumbo lending. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Evaluates applications, credit data, appraisals, title reports, and borrower needs to recommend suitable loan products. Quotes rates and points, manages registration and lock-in follow-up, maintains customer communication, and ensures compliance with SAFE, NMLS, underwriting, and regulatory requirements.