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

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

Build and manage consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital adoption. Resolve account inquiries, document interactions, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. The role requires customer service and relationship-building experience, FINRA and state insurance licensing, SAFE registration, and Saturday availability.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Analyzes financial and credit information, recommends suitable mortgage products, quotes rates and points, manages applications and lock-ins, and maintains proactive customer communication. Ensures compliance with SAFE, Loan Originator, underwriting, and Wells Fargo policies while developing market visibility and mortgage production.

Solicits and originates residential mortgage loans, focusing on affluent borrowers and jumbo lending. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Evaluates applications, credit data, appraisals, title reports, and borrower needs to recommend suitable loan products. Quotes rates and points, manages registration and lock-in follow-up, maintains customer communication, and ensures compliance with SAFE, NMLS, underwriting, and regulatory requirements.

Solicits and originates residential mortgage loans by building referral relationships, assessing customer financial and credit information, recommending suitable loan products, quoting rates, managing applications, and ensuring compliant, timely customer communication. The role requires SAFE registration, adherence to mortgage regulations, and maintaining relationships with realtors, builders, financial professionals, bank branches, and past customers.

Solicit and originate residential mortgage loans by developing referral relationships, assessing customer financial and credit information, recommending suitable loan products, and managing applications through registration and lock-in. Maintain customer communication, ensure regulatory and compliance adherence, understand real estate documentation, and meet SAFE Mortgage Licensing Act and Loan Originator requirements.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers; analyzes credit and financial information; recommends appropriate loan products; manages applications, rates, lock-ins, and customer communications; and ensures compliance with mortgage licensing, underwriting, and regulatory requirements.

Solicits and originates jumbo residential mortgages for affluent borrowers. Builds referral relationships, analyzes financial and credit data, recommends loan products, manages applications and rate locks, communicates mortgage terms and requirements, and ensures compliance with SAFE, Regulation Z, underwriting, and Wells Fargo policies.

The 10-week Investment Banking Summer Associate Program supports live client engagements across product and industry groups. Responsibilities include building valuation models, conducting company and industry research, preparing pitch materials, supporting transaction execution, participating in diligence and client meetings, and collaborating with senior bankers. The program is intended for MBA students between their first and second years and includes training, mentorship, networking, and project-based learning.

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 guidance, referrals to specialists, risk awareness, and collaboration with branch teammates. Spanish and English proficiency are required, along with Saturday availability, language assessment completion, and SAFE registration after hire.