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Top Sales Jobs in Charlotte, NC
Fintech • Financial Services
The Lending Director leads strategic lending initiatives, driving growth and compliance, and working closely with Financial Advisors to tailor lending solutions for clients.
Top Skills:
Crm SystemsFinancial Planning ToolsSales Dashboards
Fintech • Financial Services
Manage affluent client relationships by reviewing financial goals, coordinating banking services, ensuring compliance with SAFE regulations, and mentoring junior staff.
Top Skills:
Client LinkCRMDiprMS OfficeTmt
Fintech • Financial Services
The role involves managing complex affluent client relationships, analyzing financial goals, coordinating with teams, and ensuring client experience and compliance with regulations.
Top Skills:
CRMMS Office
Fintech • Financial Services
The Lending Director leads lending strategies, collaborates with Financial Advisors, and drives product adoption while ensuring compliance and growth.
Top Skills:
Crm SystemsData Analysis ToolsFinancial Planning Tools
Fintech • Financial Services
Manage affluent client relationships, analyze financial goals, and ensure compliance with banking regulations. Collaborate with internal teams to improve client experiences and operational efficiency.
Top Skills:
ExcelMicrosoft Office (TeamsOutlookPowerpoint)Word
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Fintech • Financial Services
The Relationship Banker builds customer relationships, identifies banking opportunities, and offers a range of Wells Fargo products and services. Responsibilities include account management, providing customer support, and collaborating with financial advisors.
Fintech • Financial Services
Originate mortgage loans, interact with customers, analyze mortgage products, ensure client satisfaction, and adhere to regulations while collaborating with branch teams.
Top Skills:
MS Office
Fintech • Financial Services
The Mortgage Retail Sales Consultant solicits residential mortgages, produces compliant loans, and builds relationships with clients and partners, ensuring excellent customer service and adherence to industry regulations.
Top Skills:
MS Office
Fintech • Financial Services
The Private Mortgage Banker will solicit residential mortgages, build relationships with affluent clients, analyze financial data, and ensure compliance with banking regulations.
Top Skills:
MS Office
Fintech • Financial Services
The Independent Solutions Growth Director will drive sales strategy, engage with financial advisors, and enhance product understanding while pursuing growth opportunities and providing support to advisors.
Top Skills:
Digital Engagement StrategiesFinancial Services PlatformsFinra Series 63Finra Series 65Finra Series 7Wealth Management Platforms
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