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

Leads structured inventory finance origination for large corporate clients, partnering with relationship managers and third-party trading companies. Responsibilities include sourcing opportunities, analyzing and structuring transactions, presenting tailored financing solutions, coordinating internal approvals, advising leadership, supporting strategic product development, closing complex deals, and mentoring junior staff. The role requires expertise in secured and specialized lending, supply chain finance, receivables products, and third-party inventory management structures.

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 management, regulatory compliance, and branch service. Required licensing includes FINRA Series 6 and 63, applicable Series 65, state insurance licenses, SIE, and SAFE registration.

Manages and grows complex commercial banking relationships with middle-market and mid-corporate clients. Structures and renews loans, cash flow, real estate, inventory, and floor-plan financing solutions; originates new relationships; drives deposits, treasury, fee, and lending revenue; coordinates cross-functional product teams; advises leadership; manages pipelines, risk, compliance, and client issues; and mentors colleagues.

Build customer relationships through in-branch service, proactive outreach, and needs-based conversations. Open accounts, process service requests and credit applications, handle cash and teller transactions, promote relevant banking solutions, and refer customers to specialists. Maintain accurate, compliant service within risk controls, adopt digital tools, and collaborate with branch teammates. Saturday availability is required, along with SAFE registration and compliance with loan-originator screening requirements.

Build customer relationships, assess financial needs, recommend banking products and services, support account openings and credit applications, process cash transactions, and make referrals. The role combines branch sales, customer service, digital banking guidance, compliance, risk awareness, and collaboration with branch specialists. Spanish and English bilingual proficiency is required, along with Saturday availability and SAFE registration after hire.

Manage and grow relationships with affluent customers by delivering holistic financial guidance across deposits, lending, investments, and business banking. Acquire new clients, manage a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, ensure compliance and accurate documentation, and support branch team performance. Role requires licensing and adherence to risk and regulatory standards.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Own a defined book of business, perform discovery-driven planning, coordinate with Wealth/Home Lending/Business Banking partners, support digital adoption, handle everyday banking needs, ensure compliance and documentation, and meet licensing and registration requirements.

Manage and grow relationships with affluent customers by providing multi-product banking, lending, investment solutions and everyday service. Acquire new clients, maintain a book of business, collaborate with Wealth/Home Lending/Business Banking partners, document planning conversations, champion digital adoption, and ensure compliance with risk and licensing requirements.

Manage and grow relationships with affluent customers through proactive outreach, discovery-driven planning, and multi-product solutions (deposits, lending, investments). Serve as primary contact for complex financial needs, coordinate with Wealth, Home Lending, and Business Banking, ensure compliance, drive digital adoption, and maintain accurate documentation and risk controls.

Build customer relationships in a Wells Fargo branch, understand financial needs, recommend banking products and digital tools, support account openings, service requests, credit applications, and cash transactions. The role drives referrals and branch growth while maintaining regulatory compliance, managing risk, collaborating with teammates, and delivering accurate customer service. Mandarin, Cantonese, and English proficiency is preferred, and Saturday availability is required.