40 Financial Services Sales And Management jobs in Phoenix.

Hiring now: Loan Rep @ Caribou, Registered Client Service @ Ameriprise, Asst Branch Mgr @ Umpqua Ban, Consumer Loan Sales Spec @ Onemain Fi, Credit Analyst @ First Help, Private Client Relationsh @ Citizens, Client Relationship Mgrba @ Cognizant, Associate Client Engageme @ Cim, Collateral Management Sup @ Valon, Ops Mgr @ Lennar.Explore more at jobswithgpt.com.

🔥 Skills

customer service (9) business development (7) Customer Service (7) Business Development (7) compliance (6) Sales (6) pipeline management (5) communication (5) Finance (5) relationship management (5)

đź“Ť Locations

Phoenix (29) Mesa (4) Scottsdale (4) Chandler (2) Gilbert (1)
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Caribou

Loan Representative Chandler
Skills & Focus: Loan Representative, auto loans, sales, customer service, pipeline management, consultative sales, refinancing, financial services, compliance, team collaboration
About the Company: At Caribou, we care about giving people financial freedom so they can focus on what’s most important to them. We build technology to pair customers with commun…
Experience: Inside sales experience or similar
Salary: $50,000 base with potential for monthly commission, average annual earnings for the first year are $75,000
Type: Full-time
Benefits: Competitive compensation, equity options, 401k savings program, generous paid time off, wellness benefits including hea…
Loan Representative (Loan Advisor) Chandler
Skills & Focus: sales, customer service, auto loans, refinancing, consultative sales, pipeline management, loan terms, financial services, insurance sales, communication
About the Company: At Caribou, we care about giving people financial freedom so they can focus on what’s most important to them. We see huge potential to help folks reduce their …
Experience: Demonstrated success in an inside sales role (or similar)
Salary: $50,000 base with monthly commission structure, average annual earnings for the first year are $75,000
Type: Full-time
Benefits: Competitive compensation, paid training, equity options, 401k savings program, generous paid time off, robust wellness …

Ameriprise Financial

Registered Client Service Associate Gilbert
Skills & Focus: client service, financial plans, investment research, portfolio materials, client meetings, new business paperwork, administrative duties, marketing events, analytical skills, time management
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 relevant experience required
Type: Full-time

Umpqua Bank

Assistant Branch Manager Mesa
Skills & Focus: branch manager, client service, retail banking, customer service, financial products, business development, relationship banking, sales goals, team leadership, financial solutions
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 2 years of retail banking experience required, 1 year of management or supervisory experience preferred.
Salary: $20.00 - $28.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) retirement plan, employee assistance program, life and disability insurance, …

Onemain Financial

Consumer Loan Sales Specialist Mesa
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance
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 and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…
Consumer Loan Sales Specialist Mesa
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Finance, Leadership
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: Entry to Mid-Level
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Umpqua Bank

Branch Manager Mesa
Skills & Focus: Branch Manager, Banking, Retail Banking, Client Service, Management, Team Leadership, Coaching, Consumer Lending, Financial Statements, Community Leadership
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 3 years of previous banking experience, including consumer lending and exposure to business lending origination experience required.
Salary: $60,000.00 to $95,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan with employer match, employee assistance program, lif…

First Help Financial

Credit Analyst Phoenix
Skills & Focus: credit decisions, fair lending, relationship management, risk assessment, application origination, bilingual, customer service, financial experience, Excel, communication skills
About the Company: First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and…
Experience: 1 year of previous financial or banking experience
Salary: $27.38/hr + quarterly bonus
Type: Full-time
Benefits: Generous salaries, competitive health and welfare benefits (medical, dental, vision, LTD/STD, Identity theft, paid pare…

Umpqua Bank

Senior Treasury Management Consultant Phoenix
Skills & Focus: Treasury Management, Sales, Client Relationships, Business Development, Consultative Approach, Financial Solutions, Onboarding, Compliance, Regulations, Client Satisfaction
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience; More than 10 years of experience in treasury management sales, service and/or support.
Salary: $117,000.00 - $160,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer m…

Citizens

Private Client Relationship Manager Phoenix
Skills & Focus: Client Relationship Management, Financial Services, Business Development, Sales, Customer Experience, Risk Management, Cross-Selling, Client Retention, Strategic Planning, Team Collaboration
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Type: Full-time
Benefits: Citizens is committed to providing benefits, resources and programming to support the whole you, across all aspects of …

Cognizant

Client Relationship Manager-Banking & FS Phoenix
Skills & Focus: Client Relationship Management, Consulting, BFS vertical, P&L Management, Stakeholder Communication, Business Development, Project Management, Client Engagement, Problem Solving, Collaboration
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: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dent…

Citizens

Customer Service and Call Center Jobs Phoenix
Skills & Focus: Customer Service, Call Center, Fraud Operations, Private Client Relationship Manager, Business Banking, Software Engineer, Inclusive Culture, Work-life Balance, Career Development, Community Engagement
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture.
Benefits: We’re committed to providing benefits, resources and programming to support healthy habits across all aspects of life.

Cim Group

Associate, Client Engagement Group Phoenix
Skills & Focus: client engagement, portfolio oversight, fund operations, marketing, compliance, accounting, investments, cross-functional collaboration, business development, capital attraction
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Type: Full-time

Valon

Collateral Management Supervisor Phoenix
Skills & Focus: collateral management, lien releases, GSE investor guidelines, compliance, process improvements, team leadership, mortgage servicing, data management tools, exception management, collaboration
About the Company: Valon’s mission is to empower every homeowner. We believe the journey of home ownership starts when you get your keys, but lasts far beyond. We’re creating a w…
Experience: 5+ years of mortgage servicing experience
Benefits: Competitive salary and 401k plan, comprehensive medical, dental, & vision benefits, in-office snacks and drinks, commut…

Citizens

Treasury Sales Associate Phoenix
Skills & Focus: Treasury, Sales, Banking, Commercial Banking, Finance, Client Management, Relationship Building, Financial Products, Customer Service, Growth
About the Company: Citizens is a community-focused bank that offers a comprehensive suite of financial products and services.
Type: Full Time
Private Client Relationship Manager Phoenix
Skills & Focus: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture that supports our customers, colleagues, an…
Type: Full-time
Benefits: Citizens offers benefits and resources to support healthy habits and career growth.

Cim Group

Associate - Client Engagement Group Phoenix
Skills & Focus: Client Engagement, Institutional Client Group, Portfolio Oversight, Fund Operations, Cross-functional collaboration, Business development, Global Distribution Team, Capital attraction, Communication, Coordination
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Type: Full-time

Lennar

Operations Manager Phoenix
Skills & Focus: Operations Manager, loan origination, supervise processing staff, customer service, performance planning, regulatory compliance, collaborate, track loan status, management skills, community development
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Experience: Minimum 7 years in community development, redevelopment, economic development, or housing preferred.
Type: Full-Time
Benefits: Health insurance plans (Medical, Dental, Vision), 401(k) Retirement Plan with Company Match, Paid Parental Leave, Educa…

Onemain Financial

Branch Manager Phoenix
Skills & Focus: Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance, Leadership
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: Leadership experience with coaching and leading a team. Proven experience with meeting sales goals.
Type: Full-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Lennar Mortgage

Sr Loan Processor - Bond Phoenix
Skills & Focus: loan processing, FHA, VA, customer service, automated underwriting, Encompass, documentation, pipeline management, regulatory compliance, credit approvals
About the Company: Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to br…
Experience: At least 5 years' experience as a Mortgage Loan Processor
Type: Full-Time
Benefits: Health insurance plans, 401(k) Retirement Plan, Paid Parental Leave, Education Assistance Program, Adoption Assistance,…

Enterprise Bank & Trust

VP, Relationship Manager Phoenix
Skills & Focus: commercial loan accounts, client relationships, financial solutions, business development, portfolio management, cross-selling, credit underwriting, market conditions, regulatory compliance, analytical skills
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: Minimum of 5-7 years of Commercial Lending experience preferred.
Type: Full-time
Benefits: Annual paid volunteer time off, charitable matching opportunities, array of benefits, professional growth opportunities.

Crossfirst Bank

SBA Business Development Officer Phoenix
Skills & Focus: SBA loans, business development, prospecting, client relationships, deal flow management, commercial banking, referral network, loan proposals, financial analysis, networking
Experience: 5 or more years’ experience in a similar lending environment or financial institution.

Valon

Consumer Direct Mortgage Loan Officer Phoenix
Skills & Focus: mortgage, loan officer, customer service, pipeline management, document analysis, federal regulations, refinance, homeownership, collaboration, communication
About the Company: Valon’s mission is to empower every homeowner. We believe the journey of home ownership starts when you get your keys, but lasts far beyond. We’re creating a w…
Experience: 3+ years of mortgage originations experience; 2+ years of consumer direct mortgage experience.
Salary: Competitive salary plus monthly commission on all production up to 55 Basis Points
Type: Full-time
Benefits: Generous paid time off, health and wellness benefits including medical, dental, and vision, 401(k) plan with 4% annual …

Umpqua Bank

Trust Officer Phoenix
Skills & Focus: Trust Officer, relationship banking, trust administration, cross-selling, trust products, communication skills, estate planning, compliance regulations, team environment, business relationships
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5 years of Trust Officer experience, required; 5 years of experience managing moderately complex, multi-tiered trust relationships.
Salary: $78,000.00 to $140,000.00
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life and disability insuran…

Olsson

Client Relationship Manager Phoenix
Skills & Focus: client management, growth strategy, relationship management, client needs, community engagement, project management, client satisfaction, proposals, negotiations, custom solutions

Cushman & Wakefield

Senior Transaction Manager Phoenix
Skills & Focus: real estate, transaction management, client relationships, financial analysis, negotiation, portfolio management, commercial real estate, process management, strategic planning, communication skills
Experience: 5+ years of real estate experience in transactions management or corporate real estate
Type: Full time

Onemain Financial

Dealer Relationship Rep Phoenix
Skills & Focus: dealer relationships, business development, sales targets, loan origination, market competition, data analysis, customer support, relationship management, auto financing, analytical 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: 1-3 years
Type: Full-time
Benefits: Health and wellbeing options for team members and their dependents, Up to 4% matching 401(k), Employee Stock Purchase P…

Crossfirst Bank

Regional Commercial Loan Coordinator Manager Phoenix
Skills & Focus: Commercial Loan, Coordinator, Manager, banking, team leadership, documentation, risk management, service level agreements, compliance, process improvement
About the Company: CrossFirst Bank will now operate as a separate subsidiary but will merge with Busey Bank, at the end of June.
Experience: Five or more years as a Commercial Loan Coordinator, or similar, preferred.
Salary: $80,000 to $120,000
Type: Full-time
Benefits: CrossFirst Bank offers competitive benefits including annual incentive pay, 401(k) match, Paid Time Off, and a comprehe…

Oportun

Bilingual (English/Spanish) Member Loyalty Partner Phoenix
Skills & Focus: customer service, bilingual, outreach, sales, financial services, community, partner locations, marketing events, relationship building, educating
About the Company: Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its 2.0 million members' financial goals within reach. With intelligent borrowing, savings, and bu…
Experience: customer service, cashier, sales, or hospitality experience
Salary: $17.00 - $18.00 hourly
Type: Full-time
Benefits: Medical, Dental, Vision, Flexible Spending Accounts (FSAs), EAP, Life and Disability insurance, Paid Time Off, Employee…

Valon

Sr. Specialist - Closer/Post-Closer Phoenix
Skills & Focus: Closer, Post-Closer, mortgage, funding, loan, compliance, documentation, government loans, communication, Vesta
About the Company: Valon’s mission is to empower every homeowner. We are creating a world where home ownership comes with ease, security, and financial know-how through innovativ…
Experience: Minimum of 4 - 6 years of cross-trained experience as a Closer/Funder/Post-Closer and/or Government Insuring.
Salary: Competitive salary
Type: Full-time
Benefits: Competitive salary and 401k plan, comprehensive medical, dental, & vision benefits, in-office snacks and drinks, paid t…

Crossfirst Bank

SBA Business Development Officer Phoenix
Skills & Focus: SBA loans, business development, commercial real estate, networking, loan proposals, performance goals, client relationships, financial analysis, service, confidentiality
About the Company: CrossFirst Bank will now operate as a separate subsidiary but will merge with Busey Bank, at the end of June.
Experience: 5 or more years’ experience in a similar lending environment or financial institution.
Type: Full-time

Orchard

Mortgage Sales Manager Phoenix
Skills & Focus: client acquisition, mortgage loans, customer satisfaction, relationship development, coaching, sales success, conversion, high performing sales culture, performance metrics, cross-functional teams
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 a mortgage sales role, 1+ years in direct sales management in the mortgage industry
Type: Full-time

Ameriprise Financial

Registered Client Service Associate Phoenix
Skills & Focus: financial planning, client service, portfolio materials, investment research, new business paperwork, event coordination, analytical skills, organization, multi-tasking, communication
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 relevant experience required.
Type: Full-time

Northern Trust

Account Manager, Wealth Management Advisory Phoenix
Skills & Focus: fiduciary, investment management, estate settlement, client relationships, portfolio management, problem-solving, technical skills, financial servicing, service efficiency enhancements, relationship management
About the Company: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. It provi…
Experience: Prior years’ experience in Trust and Estate accounts, financial servicing or related experience/credentials
Type: Hybrid

Enterprise Bank & Trust

SVP, CRE Relationship Manager Phoenix
Skills & Focus: commercial relationships, deposit accounts, loan accounts, financial solutions, credit assessment, market conditions, business development, portfolio management, treasury management, cross-selling
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. Our goal is to help businesses succeed and our communities thrive. We exte…
Experience: Minimum of seven or more years of Commercial Lending experience preferred.
Benefits: Annual paid volunteer time off, charitable-matching opportunities, array of benefits, professional growth opportunities.

Lennar

Underwriter II Phoenix
Skills & Focus: underwriting, loan applications, creditworthiness, compliance, risk assessment, financial analysis, automated underwriting, manual underwriting, customer service, organizing
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Experience: Minimum of 2 years of front line conventional underwriting experience using Fannie Mae DU, Freddie Mac LP.
Type: Full-Time
Benefits: Robust health insurance plans, including Medical, Dental, and Vision coverage, 401(k) Retirement Plan with company matc…

Homelight

Lender Relationship Manager Scottsdale
Skills & Focus: Lender Relationship Manager, Loan Officers, client transactions, conditional approvals, real estate, mortgage lending, sales-driven, account management, communication, pipeline management
About the Company: HomeLight is the essential technology platform used by hundreds of thousands of homebuyers and sellers to partner with top real estate agents and loan officers…
Experience: 4-plus years of experience as a Loan Officer or as a Real Estate Agent.
Benefits: Medical, Dental & Vision, Long-Term Disability & Short-Term Disability, 401k, Life Insurance, Pet Insurance, PTO, inclu…
Lender Sales Account Manager Scottsdale
Skills & Focus: mortgage sales, Loan Officer, high-volume pipeline, phone-based sales, CRM tools, lending process, relationship management, education campaigns, inbound and outbound campaigns, cold outreach
About the Company: We’re building the future of real estate — today. HomeLight is the essential technology platform used by hundreds of thousands of homebuyers and sellers to par…
Experience: 3–5+ years of experience in mortgage sales as a Loan Officer or Loan Officer Assistant
Benefits: Medical, Dental & Vision, Long-Term and Short-Term Disability, Hospital Indemnity Insurance, 401k, PTO, and annual Anni…

Markel Group

Underwriting Director Scottsdale
Skills & Focus: underwriting, customer satisfaction, team management, production goals, policy recommendations, training, performance feedback, marketing skills, broker management, staff development
About the Company: Markel Group (NYSE – MKL) is a fortune 500 company with over 60 offices in 20+ countries, holding operations in insurance, reinsurance, specialist advisory, an…
Experience: 5-10 years of inland marine and property underwriting
Salary: $150k-$190k/year with a 55% bonus potential
Type: Full-time
Benefits: Competitive benefit programs, health, dental and vision insurance, 401(k) with employer match, Employee Stock Purchase …

Berkadia

Client Relations Specialist Scottsdale
Skills & Focus: Client Relations, Loan Servicing, Communication, Risk Assessment, Confidentiality, Collaboration, Attention to Detail, Customer Service, Loan Documents, Regulatory Compliance
About the Company: Berkadia is a leading commercial loan servicer and the largest U.S. non-bank commercial mortgage servicer. We provide personal and professional development opp…
Experience: 0-3 years of professional work experience (Financial Services or Banking Industry preferred)
Type: Full-time
Benefits: Monthly paid volunteer hours, donation matching, employee resource groups, fertility and family planning services, full…