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Top Sales Jobs in Charlotte, NC
Fintech • Financial Services
Build customer relationships in a Wells Fargo branch by supporting banking needs, opening accounts, processing transactions, assisting with credit applications, promoting relevant products, and making referrals. The role combines customer service, sales growth, cash handling, digital banking support, compliance, risk awareness, and collaboration with branch specialists. Saturday availability and SAFE registration are required.
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Fintech • Financial Services
Leads a team of approximately seven Treasury Management Consultants supporting Government Banking markets. Drives Treasury Management growth, client retention, and new business through partnerships with relationship, market, sales, and product leaders. Provides coaching, client engagement, strategic guidance, resource management, and accountability for performance. Oversees complex opportunities, process improvements, and risk and control execution while managing priorities across multiple markets and stakeholders. The role requires substantial travel and a hybrid work schedule.
Top Skills:
Cash ManagementLiquidity ManagementPayablesPaymentsReceivablesTreasury Management
Fintech • Financial Services
Build customer relationships through proactive outreach, recommend banking products and digital solutions, assist with account openings and service requests, submit credit applications, handle cash, identify fraud risks, and refer customers to appropriate banking partners. The role requires travel between branches, Saturday availability, SAFE registration, compliance with Loan Originator requirements, and successful background and financial responsibility screening.
Top Skills:
Mobile BankingNmlsRegulation ZSafe Mortgage Licensing Act
Fintech • Financial Services
Provides customer service across multiple bank branches by opening accounts, completing service requests, processing credit applications, recommending financial products, and referring customers to appropriate banking partners. Builds customer relationships through proactive outreach and education on digital banking. Handles cash drawers, follows banking policies and regulations, identifies fraud risks, and complies with SAFE Act, NMLS, and Loan Originator requirements. Requires travel to different branches throughout the assigned geography and availability for most Saturdays.
Top Skills:
Mobile BankingNmls
Fintech • Financial Services
Provides personal banking services across assigned branches, builds customer relationships, identifies financial needs, recommends banking products and digital solutions, assists with accounts and credit applications, handles cash, refers customers to specialists, and follows SAFE, mortgage-loan-originator, regulatory, fraud-prevention, and risk-compliance requirements. Requires travel to different branches throughout the assigned geography and availability for most Saturdays.
Top Skills:
Nationwide Mortgage Licensing System (Nmls)
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Fintech • Financial Services
Roving Associate Personal Banker serving branches across the assigned geography. Builds customer relationships, conducts proactive outreach, assists with account openings, service requests, and credit applications, recommends banking products and digital solutions, handles cash, identifies risk, and refers customers to appropriate banking partners. Requires SAFE registration, compliance with mortgage loan originator regulations, Saturday availability, and travel to branches 100% of the time.
Top Skills:
Nmls
Fintech • Financial Services
Provides banking support across multiple branch locations, building customer relationships and assisting with account openings, service requests, credit applications, cash handling, and digital banking adoption. Proactively engages customers, recommends appropriate products and services, identifies potential fraud, and refers financial needs to internal partners. Requires SAFE registration, regulatory compliance, flexibility across branches, weekend availability, and 100% travel within the assigned geography.
Top Skills:
Mobile Banking PlatformsNmls
Fintech • Financial Services
Manages and grows a portfolio of small business banking clients, builds new relationships, assesses financial needs, recommends business accounts, credit, treasury, and digital services, and provides trusted financial guidance. The role involves prospecting, referrals, collaboration with relationship managers and lending officers, regulatory compliance, risk management, and customer follow-up. Loan Originator registration and compliance with applicable financial responsibility, background, and regulatory requirements are required.
Top Skills:
NmlsRegulation Z
Fintech • Financial Services
Supports customers across multiple branch locations by handling account openings, service requests, credit applications, cash transactions, and banking inquiries. Builds customer relationships through proactive outreach, recommends suitable banking products and digital tools, identifies customer needs, and refers customers to appropriate specialists. Maintains compliance with SAFE Act, NMLS, loan-originator, fraud-prevention, and risk-management requirements while providing consistent customer service.
Top Skills:
Digital Banking ToolsMobile BankingNmlsRegulation Z
Fintech • Financial Services
Provides coverage across branch locations, builds customer relationships, supports account openings and service requests, submits credit applications, and recommends appropriate banking products and digital solutions. The role involves proactive customer outreach, cash handling, fraud awareness, regulatory compliance, and referrals to other banking partners. Travel between assigned branches is required, along with weekend and holiday availability. SAFE registration and ongoing mortgage loan originator compliance are required.
Top Skills:
Mobile BankingNmls
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