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

Manages and grows relationships with affluent consumer and business banking customers. The role acquires clients, conducts discovery conversations, recommends integrated deposit, credit, lending, investment, and banking solutions, and manages a defined book of business. It partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, supports branch colleagues, and maintains strong documentation, risk controls, regulatory compliance, and customer service standards.

Owns Sales and Servicing data as a trusted, governed, discoverable, and AI-ready enterprise asset. Defines data standards, quality controls, metadata, lineage, and business definitions while resolving complex data issues. Partners with AI, engineering, product, governance, and business leaders to enable sales effectiveness, client insights, servicing automation, intelligent routing, and self-service use cases. Leads cross-functional decision-making and translates complex data concepts into actionable business recommendations within a regulated financial services environment.

Owns Deposits, Liquidity, and Pricing & Rates data domains, ensuring data quality, governance, discoverability, lineage, and AI readiness. Partners with AI, engineering, product, governance, and business teams to support forecasting, funding management, account visibility, and pricing optimization. Leads data issue resolution, metadata and cataloging improvements, cross-functional working groups, and strategic initiatives while translating technical data concepts into actionable business recommendations.

Build customer relationships through in-branch interactions and proactive outreach. Identify financial needs, connect customers with appropriate banking products and digital tools, support account openings, service requests, credit applications, and cash transactions, and refer customers to specialists. Maintain accurate, compliant service while following risk controls and collaborating with branch teammates. The role requires Saturday availability, SAFE registration, and preferred Cantonese-English bilingual proficiency.

Supports Commercial Banking strategy, business planning, operating model improvements, and high-impact initiatives. Partners with senior leaders to analyze opportunities, develop roadmaps, establish governance and success metrics, solve complex problems, and produce executive-ready recommendations and communications. Collaborates across functions to identify improvements, resolve issues, and drive execution.

Leads the Receivables Payment Acceptance product organization and portfolio for commercial clients. Sets strategy, roadmap, and modernization priorities across paper and electronic payment solutions, while owning P&L, risk, client outcomes, commercialization, and product lifecycle management. Develops digital and embedded payment propositions, drives paper-to-electronic migration, and coordinates execution across sales, technology, operations, finance, risk, legal, compliance, and merchant services. Manages product leaders, financial resources, governance, and senior stakeholder communication.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Owns a book of business, recommends deposit, lending, investment, and credit products, coordinates referrals across internal teams, promotes digital banking, supports branch colleagues, and maintains strong risk, compliance, and documentation standards. Requires financial licensing, SAFE registration, Saturday availability, and adherence to enhanced screening requirements.

Build customer relationships, identify banking needs, recommend products and services, and support account openings, service requests, credit applications, and cash transactions. The role combines branch sales, customer service, digital banking assistance, compliance, risk awareness, and collaboration with licensed bankers. Employees must work Saturdays, complete SAFE registration after hire, and meet loan-originator screening and financial-responsibility requirements.

Build customer relationships, identify 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 support, referrals to specialists, risk awareness, and collaboration with branch teammates. Saturday availability, SAFE registration, background screening, and compliance with loan originator requirements are required.

Supports Wealth & Investment Management strategy by analyzing growth opportunities, market and competitive trends, digital wealth, workplace wealth, lending, deposits, trust, regulatory developments, and AI-enabled efficiency. Builds financial models and executive presentations for strategic plans, Board materials, and investor communications. Leads complex initiatives, develops defensible recommendations, conducts research, mentors junior colleagues, and collaborates with business leaders in a matrixed environment.