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Top Sales Jobs in NYC, NY
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking, lending, investment, and credit solutions. Maintains a book of business, coordinates referrals across internal banking teams, promotes digital adoption, supports branch colleagues, and ensures accurate documentation, regulatory compliance, and risk management. Requires active or timely completion of FINRA and state insurance licenses, SAFE registration, and availability to work most Saturdays.
Top Skills:
Finra Series 6Finra Series 63Finra Series 65Safe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Leads a Wells Fargo branch as its sales and people leader, driving customer acquisition, relationship growth, deposits, lending, credit cards, and investments. Coaches and develops branch employees, manages performance, partners with internal banking teams, promotes digital banking, analyzes performance, and balances growth with operational risk, compliance, and customer protection. Completion of the Branch Manager Readiness Program is required unless already serving as a Wells Fargo branch manager.
Fintech • Financial Services
Originates residential mortgages by soliciting applications, analyzing financial and credit information, matching customers with appropriate loan products, quoting rates and points, and managing registration and lock-in follow-up. Builds referral relationships with realtors, builders, financial professionals, and customers while maintaining regulatory compliance, customer service, and knowledge of mortgage products, underwriting requirements, and market trends. Requires SAFE registration and compliance with Loan Originator qualification standards.
Top Skills:
Nmls
Fintech • Financial Services
Sources, structures, and executes sponsor-backed secured lending transactions, including credit screening, financial and collateral analysis, due diligence, transaction negotiations, and approval materials. Builds relationships with sponsors and borrowers, identifies financing opportunities, coordinates internal and external stakeholders, manages multiple transactions, ensures risk and compliance adherence, and mentors junior team members. The role focuses on asset-based lending, technology finance, and business development within commercial banking.
Top Skills:
Crm/RvExcel
Fintech • Financial Services
Drive commercial banking growth across New York’s emerging middle market by acquiring and expanding client relationships with companies generating $25 million to $100 million in revenue. Advise business owners and executives on lending, treasury management, acquisitions, liquidity, and capital investments. Develop new business through an established market network, structure complex financing solutions, and coordinate with credit, risk, product, and senior leadership teams to deliver client solutions while maintaining strong compliance and risk practices.
Fintech • Financial Services
Leads a Mid-Corporate commercial banking relationship management team, manages strategic client relationships, oversees complex lending solutions, drives client acquisition and retention, develops managers, and promotes risk controls and process improvements. The role also coordinates cross-functional stakeholders, manages resources, maintains sales pipelines, and represents Wells Fargo with clients and prospects. Travel up to 50% is required, along with FINRA licensing and regulatory compliance.
Top Skills:
Customer Relationship Management (Crm) SystemsFinra Series 63Finra Series 79Securities Industry Essentials (Sie)
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and integrated solutions across deposits, lending, investments, and business banking. Owns a book of business, acquires new customers, coordinates referrals with internal partners, promotes digital banking adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and compliance standards.
Top Skills:
Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsSafe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Build and maintain customer relationships through branch interactions and proactive outreach. Identify customer needs, recommend banking products and services, support account openings, service requests, and credit applications, and process cash transactions. Use digital tools to improve customer experiences, follow compliance and risk controls, and collaborate with branch teammates. The role requires Saturday availability and SAFE registration after hiring.
Fintech • Financial Services
Manage and grow relationships with high-value retail banking customers, drive deposit and lending growth, cross-sell bank products, deliver exceptional client service, ensure compliance with bank policies, and support new branch (de novo) opening activities.
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