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Top Sales Jobs in Charlotte, NC
Fintech • Financial Services
Build customer relationships through proactive outreach, recommend banking products and digital solutions, assist with account openings and credit applications, handle cash transactions, identify fraud risks, and refer customers to appropriate banking partners. The role requires Spanish and English proficiency, SAFE registration, regulatory compliance, and availability for most Saturdays.
Top Skills:
NmlsRegulation Z
Fintech • Financial Services
Leads asset-based lending and technology finance origination for sponsor-backed companies. Sources, structures, evaluates, negotiates, and executes complex secured financings while analyzing financial performance, collateral, industries, and risk. Prepares credit materials, coordinates due diligence, manages stakeholders, develops sponsor and client relationships, ensures compliance, supports strategic initiatives, and mentors junior team members.
Top Skills:
Crm/RvExcel
Fintech • Financial Services
Consult with financial advisors and investment strategists on alternative investment solutions for high-net-worth clients. Serve as the subject matter expert, support regional and inbound consulting requests, participate in client calls, resolve investment-related issues, and ensure regulatory compliance. Lead cross-functional projects, manage relationships across a matrixed organization, and advise on investment products. The role requires office-based work, occasional travel, FINRA licensing, and strong financial services expertise.
Top Skills:
Finra LicensingExcelMS OfficeMicrosoft OutlookMicrosoft WordSalesforce
Fintech • Financial Services
Manages and grows a portfolio of small-business banking clients, owning relationships from onboarding through ongoing service and expansion. Recommends business accounts, credit, treasury services, and digital banking solutions; analyzes client needs; prospects for new customers; and develops internal and external referral networks. Partners with relationship managers and lending officers on complex needs while following underwriting, regulatory, risk, and compliance requirements. Requires loan originator registration and customer-facing financial services experience.
Top Skills:
Nationwide Mortgage Licensing System (Nmls)
Fintech • Financial Services
Leads Wells Fargo’s Treasury Management Consulting organization for the Industrials portfolio. Responsibilities include managing and developing consulting teams, driving payment transformation initiatives, improving processes and risk controls, shaping policies, managing resources, engaging senior stakeholders and clients, and achieving financial objectives. The role requires extensive treasury management sales and payments experience, strong people leadership, risk governance, regulatory awareness, and the ability to travel 50% in a hybrid environment.
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Fintech • Financial Services
Develops, retains, and grows commercial banking client relationships, focusing on commercial auto and specialized industries. Structures and renews loans, including cash flow, real estate, inventory, and floor plan financing. Provides tailored banking solutions, manages risk and compliance, supports business development, maintains relationship plans and pipelines, and collaborates with product teams and internal stakeholders. The role also leads initiatives, mentors colleagues, and travels regionally up to 20% of the time.
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Fintech • Financial Services
Leads the Merchant Services sales organization supporting Commercial Banking and Specialized Industries. Owns P&L, sales growth, client retention, pipeline management, team development, recruiting, succession planning, and operational effectiveness. Partners with Product, Risk, Credit, Technology, Operations, and Treasury Management leaders to expand payment solution adoption, acquire customers, deepen relationships, manage risk, and deliver business results. The role requires executive presence, strong relationship management, and travel up to 50%.
Top Skills:
Data AnalyticsFraud ManagementInvoice PresentmentPayment GatewaysPayment ProcessingReporting Tools
Fintech • Financial Services
Supports Treasury Management consultants by gathering and summarizing prospect information, researching operational assignments, identifying process improvements, presenting recommendations, and providing information to internal partners and customers. The role requires sales support, analytical, communication, organizational, and problem-solving skills, along with proficiency in Microsoft Office. It follows a hybrid schedule and requires up to 10% travel.
Top Skills:
ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Manage inbound and outbound mortgage sales calls, assess customer needs, recommend loan products, explain mortgage programs, support applications and rate locking, collaborate through origination, and maintain proactive customer communication. The role requires SAFE registration, regulatory compliance, customer service, sales performance, and flexible weekday, weekend, and holiday scheduling.
Top Skills:
NmlsRegulation ZSafe Mortgage Licensing System
Fintech • Financial Services
Supports Treasury Consultants serving Commercial Real Estate clients by coordinating treasury product implementations, preparing client-facing materials, tracking pipeline activity, identifying relationship-deepening opportunities, and collaborating across sales, product, implementation, service, risk, and operations teams. The role also supports risk controls, compliance, fraud mitigation, and accurate reporting while developing expertise in treasury management products and progressing toward a Treasury Management Consultant role.
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