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

Process and approve teller transactions, support customers with digital solutions, complete operational and compliance tasks, assist branch manager with scheduling, resolve teller-line issues, escalate complaints, identify customer needs and potential fraud, and help motivate the branch team to meet business objectives.

Provide teller transaction processing and customer support, complete operational tasks while minimizing risk, assist branch manager with scheduling and operations, escalate and resolve issues, promote digital solutions, and identify customer needs to make appropriate referrals to bankers.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Own a book of business, conduct discovery-driven planning, coordinate with Wealth, Home Lending, and Business Banking partners, champion digital adoption, ensure regulatory and documentation compliance, and support branch team performance.

Serve as primary financial partner for affluent customers: acquire and deepen relationships, provide multi-product advice across deposits, lending, investments and home lending, manage a book of business, coordinate with internal partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance.

Originates and produces residential jumbo mortgages for high-net-worth clients by building referral relationships, quoting rates, analyzing credit and financial data, reviewing appraisals and title, and ensuring compliance with SAFE/NMLS and Regulation Z while maintaining high customer service and market visibility.

Manage and grow a defined book of affluent customers through discovery-driven advice, proactive outreach, and cross-product coordination (deposits, lending, investments). Serve as primary contact for complex needs, drive digital adoption, ensure accurate documentation and risk compliance, and collaborate with Wealth, Home Lending, and Business Banking to convert opportunities and deepen relationships.

Solicit and originate residential mortgage loans, build referral relationships with realtors and partners, analyze low-to-moderately complex credit/financial data, ensure compliance with mortgage regulations (SAFE/LO), provide timely customer communication, and pursue training to maintain product and underwriting knowledge.

Serve customers in-branch by opening accounts, handling transactions, supporting service requests and credit applications, and promoting banking products. Build relationships through discovery conversations, digital guidance, referrals to specialists, and ensure compliant, accurate service while collaborating with branch teammates.

Acquire, deepen, and manage relationships with affluent consumer and business customers; deliver multi-product banking, credit, home lending, and investment solutions; own a book of business; coordinate with Wealth, Home Lending, and Business Banking; promote digital adoption; ensure accurate documentation, risk compliance, and excellent customer service.

Acquire and deepen relationships with affluent customers, manage a defined book of business, deliver multi-product banking, lending, and investment solutions, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance through coaching and customer-focused service.