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Top Sales Jobs in Los Angeles, CA
Fintech • Financial Services
Provide banking support across multiple branch locations, handling account openings, service requests, credit applications, cash handling and teller transactions. Build customer relationships through discovery conversations, promote banking solutions and make referrals, use digital tools to assist customers, and collaborate with branch teammates while following compliance and risk controls.
Fintech • Financial Services
Serve as primary branch contact for consumer and business customers: acquire and grow relationships, conduct discovery conversations, recommend deposit/credit/investment solutions, resolve service issues, promote digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain accurate documentation and regulatory compliance while completing required licensing.
Fintech • Financial Services
Provide front-line banking support across multiple branch locations: open accounts, process transactions, handle teller duties, build customer relationships, identify sales and referral opportunities, use digital tools, and ensure compliant, high-quality service while traveling within an assigned geography.
Fintech • Financial Services
Manage and grow a portfolio of small business clients by delivering tailored financial solutions, prospecting for new clients, collaborating with internal partners, and ensuring compliance. Serve as a trusted advisor for business accounts, credit, treasury services, and digital tools while supporting underwriting alignment and referral processes.
Top Skills:
Mobile BankingNmls
Fintech • Financial Services
Grow and manage relationships with affluent customers, deliver multi-product banking and credit solutions, acquire new customers, coordinate referrals with Wealth/Home Lending/Business Banking, ensure accurate documentation and risk compliance, coach branch colleagues, and support daily banking needs and digital adoption.
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Fintech • Financial Services
Manage and coach a small team of Private Mortgage Bankers to drive residential mortgage sales, ensure compliance with Wells Fargo and S.A.F.E. requirements, build referral relationships, manage pipelines, resolve supervisory issues, and identify process improvements while maintaining high customer service and loan quality.
Fintech • Financial Services
Grow and manage relationships with affluent customers by providing multi-product banking, credit, and investment guidance. Acquire new clients, deepen existing relationships, coordinate with Wealth/Home Lending/Business partners, ensure accurate documentation and regulatory compliance, and support branch service and digital adoption. Maintain required licenses and meet risk, background, and fitness standards.
Fintech • Financial Services
Manage and grow relationships with affluent consumers and small business clients by delivering multi-product financial advice, acquiring new clients, deepening existing relationships, coordinating with Wealth/Home Lending/Business partners, ensuring compliance and accurate documentation, supporting branch service needs, and promoting digital adoption. Own a defined book of business and drive balanced growth across deposits, lending, and investments.
Fintech • Financial Services
Acquire, deepen, and manage relationships with affluent customers by delivering multi-product financial solutions across deposits, lending, investments, and business banking. Conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, manage a book of business, ensure accurate documentation and compliance, and support branch team performance while meeting licensing and risk standards.
Fintech • Financial Services
Grow and manage relationships with affluent customers, own a book of business, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business Banking, drive customer acquisition and retention through proactive outreach and appointments, promote digital adoption, handle everyday banking needs, ensure accurate documentation and regulatory compliance, and complete required FINRA/insurance licensing and SAFE registration.
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