Top Sales Jobs

Sources, develops, and closes SBA 7(a) and 504 loan opportunities through cold calling, referral networks, SBA events, and market development. Builds relationships with business brokers, consultants, attorneys, accountants, and internal Business Banking partners. Guides applications through underwriting and closing while ensuring compliance with SBA requirements, credit policies, and risk-management standards. Manages a pipeline, achieves sales goals, and supports growth of the SBA loan portfolio.

Develop and manage relationships with small business clients generating $1 million to $10 million in annual revenue. Assess client needs, recommend banking and lending solutions, manage portfolios, generate new commercial relationships, and drive loan and deposit growth. Build referral networks with CPAs and attorneys, engage in community activities, and collaborate with banking, lending, and investing teams. Complete business banking, sales, and commercial credit training.

Develop and grow a branch-based wealth management practice by assessing client goals, creating personalized financial plans, managing client relationships, generating referrals, and promoting investment, insurance, estate planning, and financial planning services. The role requires active securities and insurance licenses, financial advisor experience, business development success, and familiarity with high-net-worth clients.

Manage and grow treasury relationships with municipal and public-sector clients across New Jersey and surrounding markets. Advise government entities on cash management, commercial card, merchant services, trade, and supply chain finance solutions. Acquire new clients, expand existing portfolios, identify cross-sell opportunities, coordinate onboarding with internal partners, and provide public-sector market insights. The role requires strong client communication, treasury sales expertise, ethical judgment, and local and regional travel.

Provides white-glove service and relationship management for private banking clients. Serves as a deposit and cash management expert, supports account opening and transactions, grows deposits, cross-sells products, refers opportunities, manages documentation, and ensures compliance with AML, Bank Secrecy Act, and US PATRIOT Act requirements. Partners with bankers and relationship managers while solving client issues and maintaining high-net-worth relationships.

Acquire, onboard, grow, and retain affluent and high-net-worth clients. Build relationships through outbound engagement, financial discovery, and personalized strategies covering investments, deposits, lending, and wealth services. Partner with financial advisors, CFPs, and colleagues across banking lines to deliver seamless client experiences. Track activities in Salesforce CRM and meet growth and client satisfaction goals while maintaining regulatory compliance.

Acquire, onboard, and retain affluent and high-net-worth clients while growing deposits, investments, and lending balances. Conduct financial discovery conversations, present personalized strategies, coordinate with Wealth Advisors and CFPs, and partner across banking lines to deliver seamless client experiences. Manage client activity in Salesforce CRM and meet growth and satisfaction goals through proactive relationship engagement.

Build and manage relationships with affluent and high-net-worth clients by acquiring new business, growing deposits, investments, and lending balances, and providing personalized financial strategies. Partner with Wealth Advisors, CFPs, and other banking teams to deliver seamless client experiences. Use Salesforce CRM to track activity, conduct proactive outreach, retain clients, and achieve growth and satisfaction goals.

Develop and grow the Middle Market Banking FX book by originating, structuring, and executing foreign exchange risk management and cross-border payment solutions. Build client relationships, execute spot, forwards, options, and cross-currency swaps, collaborate with internal banking and risk partners, support FX platform initiatives, and mentor junior talent. Frequent travel is required for client engagements and business development.

Supports Wealth Advisors by managing client service requests, onboarding and new account opening, appointment scheduling, workflow submissions, CRM and pipeline updates, funding follow-up, audit preparation, and operational coordination. The role also supports prospecting, telemarketing, referrals, seminars, client relationship development, and sales activity reporting while maintaining regulatory compliance. Training and support are provided to obtain Series 7 and 66 licenses.