28 Financial Services Sales And Management jobs in Charlotte.

Hiring now: Strategics Client Exec Fi @ Netapp, Sr Pos Program Mgr @ Onemain Fi, Treasury Sales Associate @ Citizens, Coach Alternative Investm @ Ameriprise, Sr Compliance Advisory Di @ Varo, Biz Development Mgr @ Credit Kar, Vp Amrs Multiagreement Ne @ Bank Of Am, Money Transfer Sales Rep @ Idt, Brokerage Coordinator Deb @ Cushman Wa, Spec Mortgage Real Estate @ Lincoln Fi.Explore more at jobswithgpt.com.

🔥 Skills

financial services (6) collaboration (4) Financial Services (4) Business Development (4) Commercial Banking (3) coaching (3) communication (3) Sales (3) Customer Service (3) Client Relationship Management (3)

đź“Ť Locations

Charlotte (27) Concord (1)
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Netapp, Inc.

Strategics Client Executive (Financials Vertical-Charlotte, NC) Charlotte
Skills & Focus: Business development, Client relationships, Sales strategies, Technology sales, Financial services, Cloud Service, SaaS, IaaS, Negotiation skills, Customer service
Experience: At least 8 years of technology sales experience
Salary: $280,980 - 343,420 USD
Benefits: Health Insurance, Life Insurance, Retirement or Pension Plans, Paid Time Off (PTO), various Leave options, Performance-…

Onemain Financial

Sr. POS Program Manager Charlotte
Skills & Focus: POS, originations, customer experience, B2B, collaboration, consumer lending, project management, strategic partnerships, process enhancements, financial services
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: 7+ years of experience in financial services/banking
Salary: $100K - $130K
Type: Hybrid
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Citizens

Treasury Sales Associate Charlotte
Skills & Focus: Commercial Banking, Treasury Sales, Client Relations, Financial Services, Sales Associate, Financial Institutions, Corporate Banking, Customer Engagement, Risk Management, Finance
About the Company: Citizens is a leading financial institution focused on providing innovative banking services and support to various clients.
Type: Full Time

Ameriprise Financial

Coach - Alternative Investments Charlotte
Skills & Focus: coaching, customer service, policies, procedures, training, quality review, escalations, performance, communication, financial services
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3-5 years of relevant experience.
Salary: $23.95 - $32.36 / hour
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …

Citizens

Middle Market Relationship Manager III Charlotte
Skills & Focus: Middle Market, Relationship Manager, Banking, Commercial Banking, Healthcare, Client Relationship, Operations, Financial Services, Sales, Customer Service
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard. They focus on creating a…
Type: Full-time
Benefits: Citizens offers a range of benefits aimed at supporting the whole you, including well-being programs, educational assis…

Varo

Sr. Compliance Advisory Director Charlotte
Skills & Focus: compliance, consumer protection, financial services, product development, regulations, business problems, growth mindset, self-starter, fast-paced environment, digital bank
About the Company: Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us.

Citizens

Commercial Banking Roles Charlotte
Skills & Focus: Commercial Banking, Portfolio Management, Financial Institution, Client Relationship Management, Asset Finance, Corporate Banking, Sales Associate, Operations, Process Automation, Financial Services
About the Company: Citizens is a leading financial institution providing a wide range of banking services.
Type: Full-time
Benefits: Comprehensive benefits package including health, wellness, and other employee support programs.
Multiple Positions Charlotte
Skills & Focus: Software Engineer, Risk Manager, Product Support, Cyber Security, Auditor, Managing Director, Compensation Strategy, IT Service Management, Credit Officer, Digital Assistant
Type: Full Time

Credit Karma

Business Development Manager Charlotte
Skills & Focus: Business Development, Credit Cards, Partnership Management, Cross-functional Collaboration, Data Analysis, Project Management, Client Relations, Communication Skills, Consultative Approach, Strategic Strategy
About the Company: Intuit Credit Karma is a mission-driven company, focused on championing financial progress for more than 140 million members globally. Known for pioneering fre…
Experience: 2+ years in consulting, investment banking, customer acquisition, customer management, or digital marketing
Type: Full-time
Benefits: Medical and Dental Coverage, Retirement Plan, Commuter Benefits, Wellness perks, Paid Time Off, Education Perks, Paid G…

Bank Of America

VP, AMRS Multi-Agreement Negotiator Charlotte
Skills & Focus: negotiation, derivatives, documentation, agreements, credit risk, compliance, communication, analytical skills, organizational skills, client management
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…
Experience: Min 5 years of experience
Salary: $110,000.00 - $175,000.00 annualized
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to our employees.

Idt

Money Transfer Sales Representative Charlotte
Skills & Focus: Money Transfer, Sales Representative, negotiating agreements, new markets, prospect, recruit agents, regional sales team, internal teams, identify prospects, high-performing group
About the Company: IDT is a leading communications and financial services company.

Bank Of America

Commercial Credit Underwriter I-II Charlotte
Skills & Focus: Credit Analysis, Underwriting, Financial Analysis, Credit Documentation, Risk Assessment, Loan Structuring, Attention to Detail, Collaborative Skills, Business Acumen, Financial Modeling
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We are committed to being a di…
Experience: 3+ years of solid experience in Commercial Banking performing financial analysis, structuring, underwriting and portfolio management
Salary: $81,600.00 - $155,000.00
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to employees.

Cushman & Wakefield

Brokerage Coordinator - Debt Equity/Finance Team Charlotte
Skills & Focus: Brokerage Coordinator, Debt Equity, Finance, Transaction Support, Documentation, CRM Management, Marketing, Client Relationship Management, Reporting, Customer Service
Experience: 3+ years’ experience in a professional organization
Type: Full time

Bank Of America

Leasing Credit Senior Officer Charlotte
Skills & Focus: financial analysis, underwriting, risk management, transaction structuring, due diligence, client focus, credit quality, approval process, negotiation, collaboration
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 7+ years in commercial banking or finance industry
Salary: $120,400.00 - $200,000.00
Type: Full time
Benefits: Industry-leading benefits, access to paid time off, resources and support for employees.

Onemain Financial

VP/MD - Card Acquisitions Charlotte
Skills & Focus: credit card, acquisitions strategy, risk/reward frameworks, data-science models, valuations infrastructure, financial products, team leader, analytical tools, customer acquisition, negotiation skills
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: 12 + years’ analytics leadership experience; must have significant exposure to credit cards and fintechs.
Salary: 180K – 235K
Type: Hybrid
Benefits: Health and wellbeing options, Up to 4% matching 401(k), Employee Stock Purchase Plan, Tuition reimbursement, Continuing…

Lincoln Financial

Specialist, Mortgage & Real Estate Charlotte
Skills & Focus: commercial mortgage, real estate, loan documentation, closing, servicing, legal risks, transaction timelines, insurance documentation, portfolio management, communication skills
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence.
Experience: 3-5+ years experience in commercial mortgage loans
Salary: $53,500 - $96,300
Type: Hybrid
Benefits: PTO/parental leave, Competitive 401K, employee benefits, financial counseling, tuition assistance, remote work environm…

Citizens Bank

Analyst / Associate Asset-Backed Finance Charlotte
Skills & Focus: analyst, associate, asset-backed finance, collateral management, securitization, leveraged finance, credit underwriting, financial reporting, documentation, client interaction
About the Company: Citizens Bank is a financial institution offering a range of banking and financial services. It is committed to providing equal employment and advancement oppo…
Experience: 1-3+ years of leveraged finance, securitization (CLO) and/or credit underwriting experience.
Type: Full Time
Benefits: Competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, fle…

Bank Of America

Treasury Product Manager II - US Wire Payments Product Manager Charlotte
Skills & Focus: Treasury Services, Product Management, Wire Payments, Financial Services, Client Management, Risk Management, Cross-functional collaboration, Market Infrastructure, Business Development, Strategic Advisory
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…
Experience: Wholesale payments and/or corporate payments experience
Salary: $105,000.00 - $250,000.00
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support for employees

Orchard

Mortgage Sales Manager Charlotte
Skills & Focus: mortgage, sales, client acquisition, conversion, relationship development, coaching, team management, customer satisfaction, real estate, analytics
About the Company: Orchard is radically simplifying the way people buy and sell their homes. For the average American, the home purchase and sale process takes months, creates an…
Experience: 5+ years in mortgage sales, 1+ years in direct sales management
Type: Full-time

Onemain Financial

VP/Director - Credit Line Increase Charlotte
Skills & Focus: credit limit increase, data analysis, strategic thinking, team leadership, communication skills, analytics, cross-sell offers, exposure management, underwriting, statistical techniques
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: 8+ years’ experience in analytics leadership roles with significant exposure to credit cards and Fintechs, 3+ years’ experience with Exposure management programs
Salary: $150,000 - $185,000
Type: Full-time
Benefits: Health and wellbeing options including medical, dental, vision, life insurances, up to 4% matching 401(k), employee sto…
Loan Sales Specialist Charlotte
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Financial Sales, Leadership, Customer Care, Business Development, Credit, Management Trainee
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Ameriprise Financial

Director, Bank CRA Officer Charlotte
Skills & Focus: CRA, financial services, regulations, leadership, community relations, analytical skills, policies, development, communications, non-profit
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 10+ years’ relevant experience
Salary: $128,400 - $173,300/ year
Type: Full-time
Benefits: Competitive and comprehensive benefits program that supports all aspects of your health and well-being, including vacat…

Brighton Jones

Lead Advisor Charlotte
Skills & Focus: Wealth Alignment, client experience, marketing, business development, operations, collaboration, growth, client retention, team-based environment, compassion
About the Company: We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their va…
Experience: CFP® certification
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Ameriprise Financial

Associate Sales Manager Charlotte
Skills & Focus: coaching, advisor, growth, financial services, practice management, collaboration, communication, training, planning, analysis
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 1 - 3 years’ relevant experience required
Salary: $61,100 - $82,500 / year
Type: Full-Time
Benefits: vacation time, sick time, 401(k), health, dental and life insurances

Cognizant

Client Relationship Manager--Banking & Financial Services Charlotte
Skills & Focus: Client Relationship Management, Business Development, Consulting, P&L Management, Stakeholder Engagement, RFPs, Problem Solving, Industry Trends, Project Management, Client Satisfaction
About the Company: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. …
Experience: Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFS vertical.
Type: Full-time
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…
Industry Experience Partner – Banking & Capital Markets Charlotte
Skills & Focus: Banking, Capital Markets, Sales, Digital Experience, Client Satisfaction, Strategy, Problem Solving, Market Trends, Relationship Management, Experience Solutions
About the Company: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. …
Benefits: Cognizant offers medical/dental/vision/life insurance, paid holidays plus paid time off, 401(k) plan and contributions,…

Netapp, Inc.

Strategics Client Executive (Financials Vertical) Charlotte
Skills & Focus: sales, technology, client engagement, business development, customer lifecycle, relationship management, strategic growth, team collaboration, IT infrastructure, financial services
About the Company: NetApp is the intelligent data infrastructure company, turning a world of disruption into opportunity for every customer. We help customers identify and realiz…
Experience: At least 8 years of technology sales experience, preferably in a team selling environment.
Salary: $280,980 - 343,420 USD
Type: Full-time
Benefits: Comprehensive benefits package including Health Insurance, Life Insurance, Retirement or Pension Plans, Paid Time Off (…

Customers Bank

Relationship Manager Concord
Skills & Focus: Warehouse Lending, Relationship Manager, Business Opportunities, Term Sheets, Client Portfolio, Credit Actions, Confidentiality, Time Management, Communication Skills, Microsoft Outlook Office Suite
About the Company: Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, profess…
Experience: 10+ years of experience in the Warehouse Lending space
Type: Full-time