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

Build and manage consumer and business customer relationships in a branch environment. Conduct discovery conversations, recommend tailored deposit, credit, lending, and investment solutions, acquire and deepen a customer portfolio, resolve service requests, promote digital banking, and coordinate referrals with Wealth, Home Lending, and Business Banking partners. Maintain accurate documentation, follow risk and regulatory requirements, and complete required FINRA, insurance, and SAFE licensing.

Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, and tailored deposit, credit, and investment solutions. Resolve account inquiries, promote digital banking adoption, coordinate referrals with Wealth, Home Lending, and Business Banking, and maintain accurate documentation and regulatory compliance. The role requires FINRA licensing, state insurance licenses, SAFE registration, Saturday availability, and strong risk judgment.

Build and manage consumer and business customer relationships through proactive outreach, discovery conversations, and tailored deposit, lending, credit, and investment solutions. Resolve banking service requests, promote digital adoption, coordinate referrals with Wealth, Home Lending, and Business Banking, and maintain strong documentation, compliance, and risk controls. The role requires completing and maintaining FINRA, SIE, state insurance, and SAFE licensing requirements while working most Saturdays.

Recruits experienced financial advisors across the Northwest by building candidate pipelines, advising leadership, developing regional recruitment strategies, and maintaining relationships with advisors and managers. The role provides competitive intelligence, resolves complex recruiting challenges, supports business growth, and requires substantial travel. FINRA licensing, regulatory compliance, background screening, and advanced Excel and PowerPoint skills are required or preferred.

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.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers; evaluates financial and credit information; recommends suitable loan products; quotes rates and points; manages applications and lock-ins; communicates underwriting requirements and loan procedures; and maintains compliant, customer-focused service. Requires SAFE registration and ongoing compliance with mortgage licensing and regulatory standards.

Leads moderately complex Wealth Management Banking initiatives for professional services clients, analyzes business and operational challenges, resolves issues, manages projects and teams, and mentors colleagues. The role serves high-net-worth and ultra-high-net-worth clients, requires customer contact and mortgage-related SAFE registration, and involves obtaining FINRA securities licenses while maintaining regulatory and compliance obligations.

Manages and grows relationships with affluent consumer and business customers by providing comprehensive guidance across deposits, lending, investments, credit, and banking services. Acquires customers, deepens an assigned book of business, conducts discovery-based financial reviews, coordinates referrals with internal partners, promotes digital adoption, supports branch colleagues, and ensures accurate documentation, regulatory compliance, and risk management.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product banking solutions. Owns a book of business across deposits, lending, investments, and credit; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital banking; supports branch colleagues; and maintains strong risk, compliance, documentation, and customer-service standards. Requires required financial licenses and SAFE registration.

Build and manage relationships with affluent consumer and business customers, providing comprehensive guidance across deposits, lending, investments, credit, and banking products. Acquire and deepen customer relationships through proactive outreach, discovery conversations, referrals, and portfolio management. Coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, support branch colleagues, and maintain strong risk, compliance, documentation, and licensing standards.