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

Solicit and originate residential mortgage loans, build referral relationships, analyze low-to-moderately complex financial and credit data, recommend mortgage products, ensure compliance with SAFE and Regulation Z requirements, maintain customer communication, and pursue training to remain current in mortgage products and processes.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive disciplined execution, partner with internal sales partners, manage operational risk/compliance, promote digital banking, and use reporting to improve performance. Complete Branch Manager Readiness program to transition into the role.

Solicit and produce compliant jumbo residential mortgages for affluent borrowers, build referral relationships, analyze moderate credit/financial data, manage applications and underwriting requirements, and maintain regulatory compliance (SAFE/NMLS, Regulation Z).

Grow and manage relationships with affluent customers by delivering multi-product financial solutions across deposits, lending, investments, and business banking. Proactively acquire clients, conduct discovery-driven planning, coordinate with Wealth, Home Lending and Business Banking partners, drive digital adoption, handle everyday banking service needs, maintain accurate documentation, and comply with regulatory and risk requirements. Role requires licensing and may be temporary until licensing is completed.

Serve as the primary financial partner for affluent customers: acquire and deepen relationships, deliver multi-product banking and credit strategies, manage a book of business, coordinate with Wealth/Home Lending/Business Banking, promote digital adoption, handle everyday banking needs, ensure compliant documentation and risk controls, and support branch team performance.

Originates and sells residential jumbo mortgage loans to affluent clients by building referral relationships, analyzing credit and financial data, quoting rates, ensuring compliance with SAFE and LO regulations, and providing high-quality customer service throughout the loan process.

Manage and grow relationships with affluent consumers and business customers through discovery-driven advice, scheduled appointments, lobby engagement, and proactive outreach. Own a book of business and deliver multi-product solutions across deposits, lending, investments, home lending, and business banking. Coordinate with Wealth, Home Lending, and Business Banking partners, ensure accurate documentation and regulatory compliance, promote digital adoption, and support branch team performance.

Acquire and deepen relationships with affluent customers by delivering multi-product banking, credit, lending, and investment solutions. Manage a defined book of business through discovery-driven planning, proactive outreach, branch engagement, and coordination with Wealth, Home Lending, and Business Banking partners. Ensure excellent service, digital adoption, accurate documentation, and regulatory compliance while supporting branch colleagues and meeting licensing requirements.

Solicit and produce jumbo residential mortgages for affluent clients, build referral relationships, analyze credit and financial data, ensure compliance with SAFE and Regulation Z, manage loan application and closing processes, and provide proactive customer service.

Solicit and produce compliant residential mortgage loans, build referral relationships with realtors and partners, analyze modestly complex credit/financial data, present loan options, maintain customer communication, and comply with S.A.F.E. and Loan Originator regulatory requirements.