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

The Senior Branch Premier Banker role involves acquiring new customers, analyzing their financial needs, advising on services, and managing client relationships. Requires compliance with regulations and effective relationship building.

The role involves managing a complex portfolio of customer accounts, improving processes, resolving issues, and collaborating with team members to enhance service and compliance.

Lead customer onboarding communications for checking accounts, design multi-channel programs, develop segmentation triggers, and partner cross-functionally to drive customer activation and retention.

Oversee Product Risk & Control activities within the Risk Assessable Unit, collaborating with technology and compliance teams to ensure systems align with regulatory standards. Lead risk program responsibilities, develop communications, and enhance understanding of risk management across partners.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships through discovery conversations, product recommendations, digital adoption coaching, service resolution, and coordinated referrals to Wealth, Home Lending, and Business Banking. Complete required licensing, maintain compliance, and deliver strong customer service while meeting branch schedules (including Saturdays).

Manage and grow relationships with affluent customers through discovery-driven advice, proactive outreach, and multi-product solutions across deposits, lending, investments, and business banking. Own a book of business, coordinate with Wealth, Home Lending, and Business partners, support branch service needs, champion digital adoption, and maintain compliance with licensing and risk requirements.

Manage and grow relationships with affluent customers through discovery-driven advice, proactive outreach, and coordinated multi-product solutions (deposits, lending, investments). Own a book of business, drive referrals and retention, support branch service needs, champion digital adoption, collaborate with Wealth/Home Lending/Business Banking partners, and maintain risk/compliance, licensing, and documentation requirements.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, support account openings and service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, ensure accurate documentation and compliance, and complete required licensing (SAFE/FINRA/State Insurance).

Serve as primary branch contact for consumer and small business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, support account openings and service requests, champion digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with regulatory, licensing, and risk requirements.

Serve as the primary branch point of contact to acquire, manage, and grow consumer and small business relationships. Provide discovery-driven advice, open accounts, resolve service requests, promote digital adoption, coordinate referrals to Wealth/Home Lending/Business teams, and maintain regulatory and documentation standards while achieving balanced growth.