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

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, resolve account inquiries, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with documentation, licensing, and risk policies. Temporary licensed- pending role transitions to fully licensed Relationship Banker upon meeting FINRA/SAFE requirements.

Provide front-line banking support across multiple branch locations: open accounts, process transactions, handle cash, support credit applications, and build customer relationships through proactive conversations and referrals while ensuring compliance with bank policies and risk controls.

Branch Managers lead a team, ensuring customer satisfaction and operational excellence. They focus on growth, compliance, and team development, with responsibilities including coaching and managing resources.

Drive acquisition and growth of affluent consumer and business relationships through discovery-based advice, multi-product solutions, and coordinated referrals. Manage a book of business, deliver deposit, lending, and investment strategies, champion digital adoption, ensure accurate documentation and risk compliance, and collaborate with Wealth, Home Lending, and Business Banking to convert opportunities and deepen client relationships.

Manage and grow relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Acquire new clients, conduct discovery-based planning, coordinate with Wealth/Home Lending/Business teams, ensure accurate documentation and regulatory compliance, and support branch service and digital adoption.

Acquire, deepen, and manage relationships with affluent customers through discovery-driven advice, scheduled appointments, and proactive outreach. Deliver multi-product solutions across deposits, lending, investments, and home/business banking, coordinate internal referrals, champion digital adoption, ensure accurate documentation and risk compliance, and manage a defined book of business while supporting branch team performance.