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

Reviews residential property valuations and collateral documentation for compliance with mortgage lending policies, federal and state laws, portfolio requirements, and investor guidelines. Identifies and resolves collateral issues, obtains required documentation, communicates with internal teams, clients, vendors, and sales, monitors quality and pipeline metrics, and supports compliance controls. Also mentors peers and maintains expertise in mortgage products, appraisal requirements, and underwriting processes.

Leads strategic and executional marketing for Citizens’ investment banking business, building brand equity, generating demand, and supporting revenue goals. Responsibilities include digital marketing, content and editorial planning, lead nurturing, marketing automation, analytics, integrated campaign execution, stakeholder management, budgeting, and regulatory compliance. The role partners with sales, leadership, agencies, and marketing centers of excellence to improve client experience and business performance.

Leads the strategy, roadmap, implementation, and operating model for marketing data, audience management, Customer 360, and CDP capabilities. Builds and manages a high-performing team, partners with marketing, engineering, enterprise data, analytics, risk, and compliance stakeholders, and drives scalable data products, personalization, audience activation, measurement, and measurable business outcomes.

Manages relationships with small business clients, develops new commercial relationships, assesses lending needs and credit risk, and provides banking solutions. The role involves portfolio management, consultative sales, cross-selling loans and deposits, market development, community engagement, and collaboration with banking, lending, and investing teams. Candidates must have business-to-business sales experience, strong communication skills, and the ability to operate in a goal-oriented banking environment.

Manage and grow relationships with small business clients generating $1–10 million in annual revenue. Identify financial needs, provide banking and lending solutions, manage portfolios, generate new commercial relationships, assess credit risk, and drive loan, deposit, and cross-sell growth. Build referral networks with CPAs and attorneys, maintain market knowledge, participate in community activities, and collaborate with banking teams to improve customer loyalty and profitability.

Develops and manages relationships with small-business clients, assesses lending needs, delivers banking solutions, grows loan and deposit portfolios, and generates new commercial relationships. Partners with banking teams, maintains market and referral networks, completes sales and credit training, mitigates lending risk, and participates in community activities to expand the customer base.

Develop and grow a wealth management practice by discovering client goals, creating personalized financial plans, managing client relationships, generating referrals, and promoting wealth management services. The advisor collaborates with internal specialists and business partners to deliver financial planning, investment management, insurance, and estate planning solutions while building a high-net-worth client base.

Lead and manage a team of project financial analysts supporting a multi-million capital technology portfolio. Oversee capital forecasting, budgeting, variance analysis, executive reporting, risk identification/mitigation, and stakeholder collaboration. Provide internal consulting, coaching, and process guidance across finance, technology, and business partners.

Branch-based Wealth Advisor who builds and manages personalized wealth management practices, develops new business, partners with internal specialists, and services high-net-worth clients through financial planning, investment, insurance, and estate strategies.

Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, expanding client relationships, generating referrals, and coordinating internal specialists across financial planning, investments, insurance, and estate planning.