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Top Sales Jobs in Charlotte, NC
Fintech • Financial Services
Lead a branch sales team to acquire, deepen, and retain customer relationships across deposit, lending, cards, and investments. Coach, hire, and develop bankers, drive sales and operational excellence, manage risk and compliance, partner with internal lines of business, and promote digital banking adoption. Complete Branch Manager Readiness training to transition into the role.
Fintech • Financial Services
Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, execute branch routines, partner with internal lines, promote digital banking, manage operational risk, and drive performance. Complete Branch Manager Readiness Program and balance growth with compliance and loss-prevention requirements.
Fintech • Financial Services
Solicit and originate residential mortgage loans, maintain compliance with SAFE/NMLS and Regulation Z, build referral relationships with realtors and partners, evaluate credit/financial data for low-to-moderately complex loans, and provide high-quality customer service throughout the mortgage process.
Top Skills:
MS OfficeNmls
Fintech • Financial Services
Lead a branch sales team to acquire, deepen and retain customer relationships across deposits, lending, cards and investments. Coach and develop staff, drive sales and operational excellence, manage risk and compliance, coordinate with internal partners, promote digital solutions, and complete the Branch Manager Readiness Program prior to placement.
Fintech • Financial Services
Support Rates & FX sales by pricing, structuring, and executing interest rate and currency derivative transactions; analyze and present financial data; provide front-office trade support and client service; develop pitch materials, market updates, and hedge analyses; ensure regulatory compliance and improve processes to enhance client experience.
Top Skills:
ExcelPowerPoint
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Fintech • Financial Services
Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop staff, drive branch performance, manage operational risk and compliance, partner with internal product teams, promote digital adoption, and complete the Branch Manager Readiness Program prior to placement.
Fintech • Financial Services
Lead and manage payments business activities across complex markets. Consult with relationship managers on payment solutions, coordinate RFPs and proposals, provide production support, analyze complex business and operational challenges, make informed decisions within compliance, lead projects, mentor peers, and collaborate across Sales, Product, Service, Operations, and Implementation to drive client retention and growth.
Fintech • Financial Services
Lead and support business development teams to source and grow complex Healthcare, Higher Education and Non-Profit commercial banking relationships. Provide subject-matter expertise, strategic relationship planning, and cross-enterprise coordination to deliver credit, treasury, liquidity and capital markets solutions while driving process improvements, risk controls, and large-scale client-specific strategies.
Fintech • Financial Services
Provide financial advice to prospective and existing bank-branch clients, build and grow relationships through portfolio reviews, recommend products aligned with client goals and risk tolerance, ensure compliance with FINRA and state licensing, collaborate with peers, and identify process and risk-control improvements.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Fintech • Financial Services
Lead and deliver virtual and in-person technology demonstrations to prospective advisors, translate platform capabilities into business outcomes, support recruiting and business development, manage demonstration pipeline, collaborate with recruiting, product, and market teams, participate in onboarding and training, and inform strategic growth initiatives to increase platform adoption and advisor productivity.
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