Top Sales Jobs

Supports private bankers and relationship managers serving high-net-worth clients. Responsibilities include client service, account opening and maintenance documentation, relationship support, business development calls, product knowledge, marketing material management, compliance with banking and anti-money-laundering requirements, suspicious activity reporting, and fraud escalation. The role is in-office, Monday through Friday, and requires strong communication, organization, discretion, and banking operations knowledge.

Leads daily operations for a new private banking office, ensuring regulatory compliance, audit readiness, exceptional client experiences, and achievement of sales goals. Supervises and coaches colleagues, delegates operational activities, develops talent, builds high-net-worth client relationships, resolves client concerns, and represents the bank in the local community. Partners with relationship managers and civic organizations to grow the customer base and deepen existing relationships.

Manage, acquire, and deepen commercial banking relationships with businesses generating $5 million to $50 million in annual revenue. Advise clients on credit, liquidity, interest rate management, treasury, and wealth management solutions. Generate new loans, deposits, and fee income through consultative sales, referrals, community involvement, and collaboration with internal partners. Maintain compliance, customer satisfaction, and portfolio growth goals.

Manages affluent and high-net-worth client relationships by acquiring and onboarding clients, growing deposits, investments, and lending balances, and delivering personalized financial strategies. Partners with wealth advisors, financial planners, and other banking teams to provide seamless service. Uses Salesforce CRM to track client activity and focuses on retention, client satisfaction, and relationship growth.

Manages affluent and high-net-worth client relationships by acquiring and onboarding clients, growing deposits, investments, and lending balances, and providing personalized financial guidance. Partners with wealth advisors, financial planners, and internal business lines to deliver seamless service. Uses Salesforce CRM to track client activity, conducts proactive outreach, and builds long-term relationships while meeting sales, asset growth, lending, and client satisfaction goals.

Supports a high-performing private wealth management team by onboarding clients, servicing high-net-worth relationships, coordinating daily client needs, and providing proactive communication, investment updates, market insights, and performance reporting. The role builds trusted client relationships, delivers tailored white-glove service, and collaborates with Wealth Managers to strengthen and grow client relationships.

Acquire and onboard affluent and high-net-worth clients, grow deposits, investments, and lending balances, and deepen relationships through personalized financial conversations. Partner with wealth advisors, financial planners, and internal banking teams to deliver high-touch client experiences. Manage client activity in Salesforce CRM, meet asset and balance growth goals, and maintain regulatory compliance.

Manage and grow relationships with affluent and high-net-worth clients by acquiring new clients, expanding deposits, investments, and lending balances, and delivering personalized financial strategies. The role involves outbound engagement, client onboarding, retention, collaboration with wealth advisors and internal business partners, Salesforce activity tracking, and meeting client satisfaction and portfolio growth goals.

Manages relationships with affluent and high-net-worth clients by acquiring and onboarding new customers, growing deposits, investments, and lending balances, and delivering personalized financial strategies. Partners with wealth advisors, financial planners, and other banking teams to provide integrated service. Uses Salesforce CRM to track activities and achieves goals related to assets, deposits, lending, and client satisfaction.

Build and manage relationships with affluent and high-net-worth clients, acquire and onboard new clients, and grow deposits, investments, and lending balances. Conduct financial discovery conversations, present personalized strategies, retain clients through proactive outreach, and deliver high-touch service. Partner with wealth advisors, financial planners, and other banking teams while tracking client activity in Salesforce CRM.