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

Prepare and review commercial loan documentation to ensure compliance with bank policies, manage pre-closing and closing processes, ensure lien perfection, coordinate payments and Loan IQ bookings, and collaborate with legal, credit, client managers, and operational partners to deliver accurate, timely closings.

Join as a licensed-track Financial Solutions Advisor Stage I: obtain SIE, Series 7 and 66 licenses, learn advisory skills, build client relationships, deliver banking and investment solutions, collaborate with partners, and progress to Stage II while working primarily in financial centers and phone-based client service.

Provide personalized mortgage and banking advice to clients, acquire and deepen relationships, present home lending solutions, submit mortgage applications, manage documentation and client communications, refer to internal partners, and coach financial center associates while balancing sales, risk, and compliance.

Bank of America Academy trains candidates to obtain SIE, Series 7 and Series 66 licenses, then coach them to build and manage client relationships, deliver banking and investment solutions, and progress from Stage I to Stage II Financial Solutions Advisor roles. Role requires SAFE Act registration for mortgage origination and in-office market-based placement with phone-based work during transitions.

Manage end-to-end email production within Salesforce Marketing Cloud: build, test, QA, and deploy high-volume campaigns. Coordinate cross-functional stakeholders, enforce standards and best practices, troubleshoot AMPscript/HTML issues, and improve workflows for scalable, accurate email communications.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, refer to internal partners, build financial plans, recommend brokerage and banking products, identify new clients, mitigate risk, and complete required licenses and trainings. May require SAFE Act registration for mortgage originations.

Acquire and deepen relationships with high-net-worth clients, lead client management processes, source new business, deliver integrated private banking recommendations, ensure client retention, and coordinate across specialists. May require SAFE Act registration for residential mortgage origination.

Lead product sales and account management for Global Payment Solutions payables and commercial card products. Drive business development, RFP/RFI responses, pricing and contract negotiations, deliver product demonstrations, support senior deal teams, and collaborate across product, sales, and relationship teams to win complex, high-value deals and grow market share.

Assess and value leased equipment, establish residual and collateral values, support structuring of lease and loan transactions, perform appraisals and inspections, advise internal partners, support credit/negotiations and portfolio impairment testing, and manage vendor and market relationships to mitigate asset risk.

Manage a portfolio of middle-market clients to retain and grow treasury revenue. Develop strategic and marketing plans, coordinate RFPs, deliver integrated cash management solutions, perform account reviews, identify cross-sell opportunities, manage pricing and escalations, and partner with internal teams to ensure service fulfillment and client satisfaction.