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

Drives growth, retention, and expansion of payment, merchant services, commercial card, and treasury management solutions for insurance clients. Develops sales strategies, consults on payment modernization and cash management, presents solutions, manages the sales process through implementation, builds opportunity pipelines, and leads executive client discussions. Partners with relationship managers, product teams, and other stakeholders to deepen relationships and generate revenue across insurance organizations.

Manages and grows a complex commercial loan portfolio, prospects and closes new business, expands existing relationships, sells banking products, provides financial advice, and identifies cross-sell opportunities. Approves loans within assigned limits while maintaining credit quality. Requires strong leadership, strategic management, analytical, communication, decision-making, and commercial lending expertise.

Develops financial advisory skills under a senior advisor while consulting with clients and prospects on financial goals, investments, risk tolerance, tax exposure, and financial products. Provides customized investment advice, conducts financial due diligence, complies with securities regulations and company policies, and supports business development and promotional activities.

Manage a portfolio of small business clients, prospect and deepen relationships, design lending and deposit solutions, conduct financial discovery and underwriting, monitor portfolio credit quality, coordinate with underwriting and internal teams, and engage in community business development to grow revenue and client outcomes.

Develops profitable new business and expands existing account relationships within an assigned territory. Identifies opportunities, presents commercial payment products, builds referral networks, and executes sales call programs. Requires extensive financial sales experience, CPS product knowledge, strong negotiation and business-development skills, and the ability to travel nationally full-time. Experience serving healthcare facilities, insurance companies, or medical suppliers is preferred.

Processes customer account documents and records, handles collections and account-holder inquiries, updates account activity, retrieves settlements, maintains tracking records, verifies state coding, and manages deceased-account requests. Provides timely customer service, resolves or escalates concerns, requests estate documentation, performs appropriate collection activities, and supports reporting and administrative tasks.