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Top Sales Jobs in Charlotte, NC
Fintech • Financial Services
Lead and develop a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance through coaching, performance management, cross-partner collaboration, digital adoption, and disciplined risk and compliance management. Complete a Branch Manager Readiness Program before transitioning to a Branch Manager role.
Fintech • Financial Services
Build and manage consumer and business banking relationships through discovery conversations, tailored deposit, lending, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account service needs, document customer interactions, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. The role requires licensing, SAFE registration, Saturday availability, and strong customer relationship skills.
Fintech • Financial Services
Lead and develop a branch team to drive sales, deepen customer relationships, and manage operational risk. Coach bankers, execute branch routines, partner with internal lines, promote digital solutions, and ensure compliance while achieving growth in deposits, lending, and other retail products. Complete a Branch Manager Readiness Program to transition into a Branch Manager role.
Fintech • Financial Services
Manages and grows complex Commercial Banking client relationships in the technology, media, and telecommunications sectors. Advises treasury, finance, procurement, and accounts payable executives on Commercial Card, payment, and working capital strategies. Drives retention, revenue growth, wallet share, and solution adoption while leading executive discussions, presentations, negotiations, and cross-functional delivery. Provides expertise on commercial payment trends and mentors team members.
Top Skills:
Commercial Card SolutionsDigital PaymentsPayment AutomationPurchasing CardTravel & Expense CardVirtual Card
Fintech • Financial Services
Manages a strategic portfolio of corporate and investment banking clients, advising senior executives on treasury, payments, liquidity, working capital, and risk mitigation strategies. Partners with relationship managers and cross-functional teams to deliver tailored solutions, lead complex client engagements, improve payment and collection processes, and support client growth. Serves as a treasury management subject matter expert, mentors team members, and supports strategic initiatives.
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Fintech • Financial Services
Supports complex corporate and investment banking client portfolios, including onboarding, customer due diligence, treasury and credit servicing, issue resolution, compliance reviews, and transaction execution. Partners with relationship managers, internal teams, vendors, and executives to resolve escalations and manage implementations. Identifies product opportunities, prepares presentations, trains new hires, and mentors less experienced consultants while maintaining regulatory and risk compliance.
Top Skills:
Ai Workflow ToolsHoganExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordRcsTreWcaoWcis
Fintech • Financial Services
Advise large Corporate and Investment Banking clients on treasury operations, working capital, payments, liquidity, and cash management solutions. Lead complex consulting strategies, resolve cross-functional challenges, guide implementation of large-scale business solutions, and mentor teams. Partner with senior client stakeholders, including Treasurers and Accounts Payable and Receivable leaders, to re-engineer processes and improve treasury effectiveness. The role includes up to 30% travel and a hybrid schedule.
Top Skills:
Cash Management SolutionsLiquidity ManagementOrder-To-Cash WorkflowsPayments TechnologyProcure-To-Pay Workflows
Fintech • Financial Services
Leads Treasury Management Consulting sales across Commercial Banking, driving client acquisition, relationship growth, market share, product penetration, and profitable results. Manages a multi-segment team, develops sales and product strategies, aligns marketing and enablement resources, oversees the full sales cycle, and strengthens performance management, training, risk controls, and compliance. Uses AI, sales tools, and data analysis to forecast trends and identify growth opportunities.
Top Skills:
AIData AnalysisSales Tools
Fintech • Financial Services
Lead and develop a branch team to acquire, deepen, and retain customer relationships; drive sales of deposit, lending, card, and investment products; coach staff, manage performance, ensure operational risk compliance, partner with internal lines, and complete Branch Manager Readiness Program to transition into a Branch Manager role.
Fintech • Financial Services
Build customer relationships through in-branch conversations and proactive outreach, identify financial needs, recommend banking products and services, support account openings and credit applications, process cash and teller transactions, use digital banking tools, maintain compliance, and coordinate referrals to licensed bankers and specialists.
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