Top Sales Jobs in San Francisco Bay Area, CA

Solicits and originates residential mortgage loans by building referral relationships, assessing customer financial and credit information, recommending suitable loan products, quoting rates, managing applications, and ensuring compliant, timely customer communication. The role requires SAFE registration, adherence to mortgage regulations, and maintaining relationships with realtors, builders, financial professionals, bank branches, and past customers.

Solicit and originate residential mortgage loans by developing referral relationships, assessing customer financial and credit information, recommending suitable loan products, and managing applications through registration and lock-in. Maintain customer communication, ensure regulatory and compliance adherence, understand real estate documentation, and meet SAFE Mortgage Licensing Act and Loan Originator requirements.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers; analyzes credit and financial information; recommends appropriate loan products; manages applications, rates, lock-ins, and customer communications; and ensures compliance with mortgage licensing, underwriting, and regulatory 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 guidance, referrals to specialists, risk awareness, and collaboration with branch teammates. Spanish and English proficiency are required, along with Saturday availability, language assessment completion, and SAFE registration after hire.

Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, and tailored deposit, lending, credit, and investment solutions. Resolve account inquiries, promote digital banking adoption, coordinate referrals across Wealth, Home Lending, and Business Banking, and maintain accurate documentation and regulatory compliance. The role requires customer service and relationship-building experience, FINRA licensing, SAFE registration, and state insurance licenses.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product solutions. Develops deposits, lending, investment, and banking relationships; manages a book of business; partners with Wealth, Home Lending, and Business Banking; promotes digital adoption; supports branch colleagues; and maintains strong risk, documentation, compliance, and customer service standards.