Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Financial Advisor provides comprehensive banking solutions and investment advice, supports business development, and cultivates client relationships to achieve sales targets. They assess client needs, develop strategies, and provide recommendations based on market opportunities and stakeholder needs.

Provide customer service and portfolio support for lending clients and relationship managers. Assist with client meetings, account setup, loan processing, documentation, credit monitoring, covenant tests, collateral management, and compliance. Analyze data, resolve client inquiries, support bankers, identify risk issues and profitability opportunities, and participate in audits while adhering to regulatory and bank risk policies.

The Investment Specialist provides client support, manages accounts, assists with financial inquiries, and builds customer loyalty while adhering to regulatory standards.