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

Analyzes business and individual credit requests by reviewing financial statements, tax returns, and cash flows. Prepares clear and accurate Reports of Credit Extended, identifies missing information, evaluates policy compliance, and coordinates with branch personnel and credit management. May assist with training junior credit officers and trainees while ensuring adherence to bank policies and applicable laws.

Manages a portfolio of commercial banking clients, develops relationships that generate commercial loans, deposits, and other banking products, and supports center sales, service, budget, compliance, audit, and growth objectives. Participates in community activities, manages personal sales efforts, supports client retention and acquisition, and helps ensure lending and operating policies are followed.

Sells and cross-sells banking products and services to new and existing customers, opens and maintains accounts, develops commercial banking relationships, identifies sales opportunities, and supports retention and business growth. The role includes customer outreach, referrals, compliance with account documentation and identity verification requirements, telemarketing, follow-up, sales meetings, and participation in center-wide sales and service activities. No supervisory responsibilities are assigned.

Provides administrative and clerical support to branch officers and customers. Responsibilities include consulting with customers, selling and cross-selling banking products, preparing and processing loan documentation, obtaining credit information, ensuring account documentation compliance, completing reports, and delivering professional customer service.

Sells and cross-sells bank products and services to new and existing commercial customers. Opens and maintains accounts, identifies financial needs, makes referrals, conducts telemarketing, develops business relationships, and supports retention and growth goals. Ensures account documentation, CIP information, ChexSystems checks, and OFAC procedures are completed accurately. Participates in sales meetings, training, community activities, and center operations. Travel to other bank locations may be required for training and staffing support.