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Reposted 22 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech
Develops and manages credit relationships with leasing customers, handles complex transactions, prepares market competitive lease quotes, and monitors ongoing customer relationships.
Top Skills: Hp12C CalculatorHp17B CalculatorPricing SoftwareSpreadsheet SoftwareWord Processing Software
Reposted 22 Days AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Fintech
Support governance, reporting, and policy maintenance for capital, resolution, and recovery planning. Assist stress testing, collect and organize cross-functional data, identify risks, monitor regulatory changes, and recommend mitigation strategies while collaborating with finance and risk teams.
Top Skills: PowerPoint
Reposted 22 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech
The Director of Credit Sales is responsible for developing relationships with institutional clients, managing credit securities, and generating revenue through sales activities while ensuring compliance with policies.
Top Skills: BloombergExcelPowerPointWord
Reposted 23 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Architect and set standards for guardrail, enforcement, validation, and observability systems across services to ensure safe, reliable AI-driven and agentic workflows. Define reusable patterns, APIs, and platform direction; anticipate misuse and failure modes; mentor senior engineers and influence organization-wide defensive design and adoption.
Top Skills: Agentic Workflow SystemsAWSLlmsPythonTerraformTypescript
Mid level
Fintech
Lead and coach a team of licensed retail bankers to sell a full range of securities products, manage client relationships, achieve fee-income targets, conduct client and internal training sessions, and ensure compliance with policies and risk controls while traveling within the assigned territory.
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Reposted 23 Days AgoSaved
In-Office
El Segundo, CA, USA
Expert/Leader
Expert/Leader
Fintech
Manage and develop profitable relationships with middle market clients, focusing on credit solutions and coordinating with internal partners to meet client needs.
Top Skills: Crm Sales ToolsMS Office
23 Days AgoSaved
In-Office
San Francisco, CA, USA
122K-262K Annually
Expert/Leader
122K-262K Annually
Expert/Leader
Fintech
Develop and manage a large commercial client portfolio ($50M–$500M sales), build C-suite advisory relationships, drive new business, coordinate One Bank partners for credit, treasury and capital markets solutions, monitor credit risk and financial performance, use CRM for pipeline management, and represent the bank in industry and community forums.
Top Skills: CRMMS Office
23 Days AgoSaved
In-Office
Houston, TX, USA
Mid level
Mid level
Fintech
Lead and coach a team of licensed retail bankers to sell a full range of investment products, manage client relationships and complex accounts, meet securities fee income goals, conduct client meetings and seminars, prepare sales tracking reports, and ensure compliance with policies and risk controls while promoting business growth.
Top Skills: Series 63Series 65Series 66Series 7Variable Annuity License
23 Days AgoSaved
In-Office
Doral, FL, USA
Senior level
Senior level
Fintech
Manage and grow a portfolio of high-revenue commercial clients through business development, financial statement analysis, credit evaluation, and cross-functional partnership to deliver tailored banking, treasury, and capital markets solutions while monitoring portfolio risk.
Top Skills: CRMMS Office
24 Days AgoSaved
In-Office
Austin, TX, USA
Senior level
Senior level
Fintech
Lead and coach licensed retail bankers, manage and grow client relationships, sell a full range of securities and investment products, meet sales and fee income goals, conduct client meetings and seminars, and ensure compliance with policies and risk controls.
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