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

Serve affluent customers as primary banking contact: acquire and deepen relationships, deliver multi-product financial strategies across deposits, lending, investments, coordinate referrals with Wealth/Home Lending/Business Banking, handle everyday banking service, document plans, drive digital adoption, and ensure compliance and risk controls while growing a defined book of business.

Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance, operational risk management, and digital adoption while developing staff through coaching, performance management, and partnership with internal product teams. Complete required Branch Manager Readiness Program and model compliance and risk controls.

Originate and manage jumbo residential mortgage loans for affluent borrowers by prospecting referral sources, evaluating moderate-complexity credit and financial data, advising clients on products and underwriting, ensuring compliance with SAFE and Regulation Z requirements, and maintaining high customer service and market visibility.

Serve as the primary branch contact for consumer and business customers, proactively acquiring and growing relationships through discovery conversations, tailored deposit/credit/investment solutions, and digital adoption. Handle account openings and service requests within authorized limits, coordinate referrals to Wealth, Home Lending and Business Banking, and ensure compliance with documentation, risk, and regulatory requirements. Temporary licensed-path role until FINRA/SAFE licensing is completed.

Originate and service jumbo residential mortgages for affluent clients by building referral relationships, assessing financial and credit data, recommending loan products, ensuring compliance with S.A.F.E. and Regulation Z, and delivering high-quality customer service through the loan process.

Provide bilingual Spanish/English personal banking support across multiple branch locations: open accounts, process transactions, handle cash/teller duties, perform discovery conversations, make referrals, and promote banking products while following compliance and risk controls. Travel within assigned geography and work Saturdays required.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, drive digital adoption, resolve service requests, and coordinate referrals to Wealth, Home Lending, and Business Banking while maintaining compliance and required licensing.

Manage and grow relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Proactively acquire new customers, conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business partners, ensure accurate documentation and compliance, and support branch service and digital adoption to drive retention and balanced growth.

Originate and produce jumbo residential mortgages for affluent borrowers by building referral relationships, evaluating credit/financial data, advising clients on loan options, ensuring compliance with SAFE/Mortgage regulations, and delivering high-quality customer service throughout the loan process.

Acquire, deepen, and manage relationships with affluent customers; own a book of business and deliver holistic solutions across deposits, lending, investments, home lending, and business banking. Drive growth through discovery-based advice, proactive outreach, appointments, and branch engagement. Coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, handle everyday banking needs, ensure accurate documentation and compliance, and complete required FINRA/insurance licensing and SAFE registration.