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

Build and manage relationships with affluent customers, proactively acquire new clients, provide multi-product financial guidance across deposits, lending, investments and business banking, coordinate with internal partners, drive digital adoption, manage a book of business, ensure accurate documentation and regulatory compliance, and complete required FINRA/insurance licensing and SAFE registration.

Two-year full-time analyst program supporting transaction execution and client delivery: build financial models, conduct company and industry research, prepare client materials and pitchbooks, participate in diligence and client meetings, collaborate with senior bankers, and mentor junior team members while receiving ongoing coaching and feedback.

Two-year Commercial Real Estate analyst program focused on financial modeling, valuation, and credit analysis. Responsibilities include supporting property valuation models, preparing financial and credit analyses and presentations, conducting property and industry research, participating in due diligence and client meetings, and collaborating with senior bankers to support client relationships.

10-week structured commercial banking internship offering hands-on experience: onboarding, analytical assignments, research and financial analysis, support for relationship managers and credit underwriters, professional development, networking, and training in compliance, risk management, and business processes.

Manage and grow relationships with affluent customers by delivering multi-product financial strategies, acquiring new clients, and servicing everyday banking needs. Coordinate with Wealth, Home Lending, and Business Banking partners, ensure compliance and accurate documentation, and obtain required FINRA and insurance licenses.

Serve as the primary branch contact to acquire, manage, and grow consumer and business customer relationships. Lead discovery conversations to recommend deposit, credit, and investment solutions, coordinate referrals to Wealth/Home Lending/Business Banking, resolve account inquiries, promote digital adoption, meet compliance and documentation standards, and complete required licensing (FINRA, SAFE, state insurance) to support ongoing sales and service activity.

Manage and service affluent and high-net-worth client lending, credit, and deposit relationships. Analyze client financial goals, recommend solutions, coordinate with advisors and internal teams, ensure compliance with SAFE/LO regulations, and contribute to process and training improvements while managing risk.

Serve as a frontline personal banker, build customer relationships, open accounts, handle teller/cash transactions, support credit applications, promote banking products, use digital tools, and ensure compliant, high-quality service while coordinating referrals to licensed specialists.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, support account openings and inquiries, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with documentation, licensing, and risk controls.

Originate, structure, and close bespoke lending solutions for HNW/UHNW clients. Partner with Financial Advisors and CRG to develop strategies, negotiate terms, present to underwriting and risk, drive loan growth, revenue, and portfolio profitability, and lead resolution of complex lending challenges across Wealth Custom Lending.