Top Sales Jobs

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.

Leads a regional team of approximately 20 Wealth Advisors, directing sales and marketing strategy, recruiting, mentoring, budgeting, performance management, regulatory supervision, auditing, trade review, and compliance. Develops affluent client relationships, supports financial planning conversations, identifies investment and insurance opportunities, and drives team financial results. Requires registered principal experience, FINRA supervision expertise, relevant securities and insurance licenses, and a proven record managing direct sales teams.

Acquire, onboard, and retain affluent and high-net-worth clients while growing deposits, investments, lending balances, and client satisfaction. Conduct financial discovery conversations, present personalized strategies, coordinate with Wealth Advisors and CFPs, and collaborate across banking teams to deliver seamless client experiences. Track relationship activity in Salesforce CRM and manage a growing book of business through proactive outreach and referrals.

Acquires and onboards affluent and high-net-worth clients, grows deposits, investments, and lending balances, and deepens relationships through proactive financial conversations. Partners with Wealth Advisors, CFPs, and other banking teams to deliver personalized strategies and seamless client experiences. Tracks client activity in Salesforce, supports regulatory controls, and achieves goals related to assets, deposits, lending, and client satisfaction.

Supports the Branch Manager in overseeing daily activities across multiple branch locations, supervising operations, coaching colleagues, and driving sales and customer experience goals. Promotes mobile and online banking, manages branch operations in the manager’s absence, translates business priorities into actionable objectives, interprets financial reports, and builds customer relationships through community partnerships. The role requires strong organizational, financial, risk, communication, and leadership skills.

Develops and manages relationships with small business clients generating $1–10 million in annual revenue. Provides financial solutions, manages moderately complex portfolios, drives new lending and deposit relationships, assesses credit risk, and partners across banking teams. Builds referral networks with CPAs and attorneys, participates in community activities, and meets sales, cross-selling, customer service, and profitability goals.

Manages, acquires, and deepens commercial banking relationships with businesses generating $5 million to $50 million annually. Advises clients on credit, liquidity, interest-rate management, treasury, and wealth solutions while generating loans, deposits, and fee income. Partners with internal teams and centers of influence to develop new business, maintains compliance and risk standards, and participates in community activities to expand the customer base.

Build and maintain referral relationships to generate mortgage leads; recruit, develop and manage a sales team to meet production goals; interview customers, prepare complete mortgage applications, ensure compliance with company policies and SAFE Act requirements, and maintain product, guideline, and pricing expertise (FNMA-DU/FHLMC/LP).