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

Build and grow consumer and business customer relationships through consultative discovery, tailored deposit, lending, credit, and investment solutions. Manage a customer portfolio, resolve account requests, promote digital banking, coordinate referrals across Wealth, Home Lending, and Business Banking, and maintain accurate documentation and regulatory compliance. The role requires customer service and relationship-building experience, active or timely completion of FINRA and insurance licenses, SAFE registration, and most-Saturday availability.

Grow and manage relationships with affluent and complex clients through discovery-driven advice, proactive outreach, and coordinated multi-product solutions. Own a book of business, deepen deposits, lending, investments, and refer to Wealth/Home Lending/Business Banking. Support daily banking needs, champion digital adoption, ensure accurate documentation and regulatory compliance, and coach peers to deliver a differentiated customer experience.

Manage and grow relationships with affluent customers through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and business banking. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance and customer service.

Manage and grow a portfolio of affluent customers through proactive outreach, discovery-driven advice, and cross-product solutions. Acquire new relationships, coordinate with Wealth/Home Lending/Business Banking partners, drive digital adoption, ensure compliance and accurate documentation, and support branch team performance while meeting licensing and regulatory requirements.

Acquire, deepen, and manage relationships with affluent consumer and business customers; provide discovery-driven financial advice and multi-product solutions across deposits, lending, investments and home lending; grow a defined book of business; coordinate referrals and conversions with Wealth, Home Lending, and Business Banking; handle everyday banking needs and service requests; drive digital adoption; ensure accurate documentation, compliance, and risk management; meet licensing and registration requirements.

Build customer relationships, understand financial needs, recommend banking products, support account openings and credit applications, process cash transactions, and provide compliant branch service. The role involves proactive outreach, digital banking guidance, referrals to specialists, risk awareness, and collaboration with branch teammates. Spanish and English fluency is required, along with Saturday availability, a language assessment, and SAFE registration after hire.

Acquire and deepen relationships with affluent and complex customers, manage a book of business, provide multi-product financial guidance across deposits, lending, investments and business banking, coordinate with Wealth/Home Lending/Business partners, promote digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance.

Supports branch operations by processing and approving teller transactions, assisting customers with banking products and digital solutions, resolving operational concerns, and minimizing risk. The coordinator supports branch management with scheduling and daily tasks, escalates issues and complaints, identifies potential fraud, and helps motivate employees to meet customer service and business objectives while following banking policies and compliance requirements.

Build customer relationships through in-branch conversations and proactive outreach, identify financial needs, recommend banking products, and support account openings, service requests, credit applications, cash handling, and teller activities. The role requires compliant service, digital tool adoption, risk awareness, and collaboration with branch specialists. Saturday availability is required, along with SAFE registration and compliance with loan-originator screening requirements.

Leads complex information security incident response, technical investigations, digital forensics, security consulting, and vulnerability assessments. Designs, documents, tests, and maintains security solutions across databases, cloud, networks, cryptography, authentication, applications, and endpoints. Reviews security logs, recommends remediation, applies security frameworks and standards, collaborates with senior stakeholders, and leads a team. The role includes on-call responsibilities and hybrid work.