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

Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, recommend integrated banking, lending, investment, and credit solutions, and coordinate referrals across internal partners. The role includes customer discovery, proactive outreach, digital banking education, peer support, documentation, risk oversight, regulatory compliance, and branch-based service. Required licensing includes FINRA Series 6 and 63, applicable Series 65, SIE, state insurance licenses, and SAFE registration.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Develops deposits, lending, investment, and credit relationships; manages a book of business; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital adoption; supports branch colleagues; and maintains strong risk, compliance, documentation, and licensing standards.

Leads complex international and cross-border payment solution discussions for global clients. Supports US sales teams with international payments expertise, educates partners on global solutions, collaborates with Canadian and UK branches, advises on pricing, and advocates for global product development. The role also leads cross-functional initiatives, resolves complex business and operational challenges, and manages client strategy discussions involving foreign exchange and international transaction risk.

Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Grow a book of business across deposits, lending, investments, and business banking; coordinate referrals with internal partners; promote digital banking; coach branch colleagues; and maintain strong documentation, risk controls, and regulatory compliance.

Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide comprehensive guidance across deposits, lending, investments, and banking products. Conduct discovery-based financial conversations, make referrals, coordinate with internal partners, promote digital banking, support branch colleagues, and maintain strong risk, compliance, and documentation standards. The role requires licensing, SAFE registration, Saturday availability, and proactive customer outreach.

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 deposits, lending, credit, investment, and business banking products, and partners with internal teams to convert opportunities. Handles everyday banking needs, promotes digital adoption, supports branch colleagues, and maintains strong documentation, risk controls, regulatory compliance, and customer service.

Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide comprehensive guidance across deposits, lending, investments, credit, and banking products. Conduct discovery-based consultations, make referrals and warm introductions, promote digital banking, support branch colleagues, and maintain strong documentation, risk controls, and regulatory compliance. The role requires active or timely completion of FINRA and state insurance licenses, SAFE registration, and Saturday availability.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and tailored guidance across deposits, lending, investments, and banking services. Owns a book of business, acquires and deepens relationships, coordinates referrals across Wealth, Home Lending, and Business Banking, promotes digital adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and compliance standards.

Manages and grows relationships with affluent consumer and business banking customers. Acquires and deepens a book of business through discovery conversations, proactive outreach, referrals, and tailored guidance across deposits, lending, credit, investments, and banking services. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, handles everyday banking needs, supports complex client requests, and advises branch colleagues while maintaining licensing, risk, compliance, and customer service standards.

Manages and grows relationships with affluent consumer and business banking customers. Conducts discovery conversations, recommends tailored deposit, lending, credit, investment, and banking solutions, and owns a book of business. Acquires customers through outreach and referrals, coordinates with Wealth, Home Lending, and Business Banking partners, promotes digital banking, supports branch colleagues, and maintains strong documentation, risk controls, regulatory compliance, and customer follow-through.