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

Provide roving frontline banking across multiple branch locations: handle account openings, teller and cash transactions, service requests, credit applications, proactive customer conversations and referrals, promote banking products and digital tools, maintain compliance and risk controls, and collaborate with branch teammates while traveling within assigned geography.

Provide front-line banking support across multiple branch locations: open accounts, handle teller transactions, support credit applications, build customer relationships, refer to specialists, and use digital tools while following compliance and risk controls. Role requires travel within an assigned geography and flexible weekend scheduling.

Provide front-line, roaming branch banking support across multiple locations: open accounts, handle transactions and cash, conduct discovery conversations, refer customers to products and specialists, use digital tools, and maintain compliance and operational standards while traveling within an assigned geography.

Lead Special Needs Trust advisory for HNW and UHNW clients: review and implement complex estate documents, ensure compliance with benefits and fiduciary law, manage beneficiary relationships and teams, grow fee business, coordinate with advisors/attorneys, and mentor fiduciary staff.

Frontline branch role building customer relationships, supporting account openings, service requests, credit applications, and cash/teller transactions. Promote banking products, use digital tools, follow compliance and risk controls, and coordinate referrals to licensed specialists.

Frontline banking role that builds customer relationships, supports everyday banking (account openings, service requests, credit applications), handles cash/teller transactions, promotes banking products, and uses digital tools. Requires adherence to compliance, risk controls, and coordination with licensed bankers and branch teammates.

Manage and grow a portfolio of small business clients by owning the client journey, offering business accounts, credit, treasury and digital services, prospecting and networking to acquire clients, partnering with internal teams for complex needs, and complying with Loan Originator registration and regulatory requirements.

Acquire, deepen, and manage relationships with affluent consumer and business customers; provide discovery-driven financial advice and multi-product solutions across deposits, lending, investments and home lending; grow a defined book of business; coordinate referrals and conversions with Wealth, Home Lending, and Business Banking; handle everyday banking needs and service requests; drive digital adoption; ensure accurate documentation, compliance, and risk management; meet licensing and registration requirements.

Acquire and deepen relationships with affluent and complex customers, manage a book of business, provide multi-product financial guidance across deposits, lending, investments and business banking, coordinate with Wealth/Home Lending/Business partners, promote digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance.

Manage and grow relationships with affluent customers through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and business banking. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance and customer service.