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

Provide personalized banking and borrowing advice to small business and consumer clients, acquire and deepen relationships, manage outreach and pipelines, recommend tailored financial solutions, refer complex needs to partners, and coach financial center associates to deliver strong client experiences while balancing sales, risk, and operations.

The role provides client service support to Financial Advisors, ensuring timely and accurate client interactions and education about banking services, while fostering client relationships.

Manage corporate credit relationships for Technology, Media, Telecom & Gaming clients: underwrite, structure, negotiate and monitor loans; lead credit approvals and portfolio oversight; mentor junior staff; collaborate with relationship managers, risk, treasury and legal to grow loans while mitigating risk and ensuring regulatory compliance.

The Wealth Management Client Associate supports financial advisors by providing client service, managing day-to-day client communications, and ensuring compliance with policies while promoting the bank's offerings.

As a Financial Solutions Advisor Trainee, you will obtain licenses and learn to manage client relationships while providing financial advice and solutions. You will work with affluent clients and receive training to develop your advisory skills within a centralized team.

Develop and grow a book of business by prospecting and networking, build client relationships, recommend suitable investment solutions, perform KYC and account openings, document interactions in Salesforce, collaborate with specialists and advisor teams, meet performance goals, and complete required training and licensing obligations.

Develop relationships with high-net-worth clients, identify financial goals, recommend suitable investment products, build a book of business through prospecting and referrals, document interactions in Salesforce, complete training and compliance requirements, and collaborate with Merrill/Bank of America specialists to grow client portfolios.

Support Treasury Sales Officers across the end-to-end sales process for middle-market clients: research, pre-call planning, pricing and profitability analysis, client onboarding/KYC coordination, CMP preparation, implementation support, sales data integrity, and preparation of client presentations to grow domestic and international treasury relationships.

Originates residential mortgage loans and HELOCs from within a financial center, advises clients on borrowing and banking solutions, manages application submission and documentation, conducts outreach and pipeline follow-up, and collaborates with internal partners while balancing sales, risk, and client service. Requires SAFE Act registration.

Provide customized financial advice and solutions, meet clients to review financial goals, triage leads, and mitigate risks while collaborating with internal partners.