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Top Sales Jobs in Los Angeles, CA
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and tailored strategies across deposits, lending, investments, and credit. Owns a book of business, coordinates referrals with Wealth, Home Lending, and Business Banking partners, promotes digital banking adoption, supports branch colleagues, and maintains strong documentation, regulatory compliance, and risk controls.
Top Skills:
Digital BankingFinra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsMobile BankingSafe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-driven financial guidance, and multi-product recommendations. Grow a defined book of business across deposits, lending, investments, and credit while coordinating with Wealth, Home Lending, and Business Banking partners. Support everyday banking, digital adoption, risk controls, documentation, and regulatory compliance. The role also includes peer support, customer retention, and completion of required FINRA, insurance, and SAFE licensing requirements.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers, providing comprehensive guidance across deposits, lending, investments, credit, and banking services. Acquire and deepen relationships through outreach, appointments, referrals, and needs-based discovery. Manage a book of business, coordinate partners across wealth and lending, promote digital banking, support branch colleagues, and maintain strong documentation, regulatory compliance, and risk controls.
Top Skills:
Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsSafe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery conversations, and tailored banking strategies. Recommend integrated deposit, lending, credit, investment, and business banking solutions while managing a book of business and coordinating referrals with internal partners. Support everyday banking needs, promote digital adoption, coach branch colleagues, and maintain strong documentation, regulatory compliance, risk controls, and customer follow-through. The role requires active or timely completion of FINRA, insurance, and SAFE licensing requirements.
Fintech • Financial Services
Sources and onboards business banking clients, manages a moderately complex portfolio, deepens relationships, and drives deposit and credit growth. Conducts financial and credit assessments, structures lending solutions, manages risk, presents recommendations, and delivers banking, treasury, and digital products. Builds local-market networks, visits customers and prospects, and collaborates with internal teams to provide tailored financial strategies and responsive service while meeting regulatory requirements.
Top Skills:
MS OfficeRegulation Z
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Fintech • Financial Services
Build and grow business banking relationships by sourcing clients, managing a moderately complex portfolio, assessing financial and credit needs, structuring lending solutions, and recommending deposit, treasury, credit, and digital banking products. The role requires local-market prospecting, customer visits, risk management, underwriting-policy compliance, credit presentations, and collaboration with internal product and credit teams.
Top Skills:
MS OfficeRegulation Z
Fintech • Financial Services
Sources and onboards business banking clients, builds local relationships, manages a moderately complex portfolio, and drives deposit and credit growth. Conducts financial and credit assessments, structures lending solutions, recommends treasury and digital banking products, manages risk, and presents financial strategies. The role requires customer and prospect visits within an assigned market, regulatory compliance as a Loan Originator, and proactive relationship management to retain and expand business clients.
Top Skills:
MS OfficeRegulation Z
Fintech • Financial Services
Sources and onboards business banking clients, manages a moderately complex portfolio, and grows relationships through prospecting and community outreach. Assesses financial and credit needs, structures secured and unsecured lending solutions, recommends banking products, manages risk, and presents financial strategies. Develops Centers of Influence, deepens client relationships, and collaborates with internal product and credit teams while serving customers across an assigned local market.
Top Skills:
MS Office
Fintech • Financial Services
Manages and grows a portfolio of small business banking clients, owning onboarding, relationship deepening, prospecting, referrals, and client retention. Assesses business goals and financial needs, recommends accounts, credit, treasury, and digital solutions, and acts as a trusted advisor. Partners with relationship managers and lending officers on complex structures while following underwriting, regulatory, risk, and compliance requirements. Requires loan originator registration and ongoing regulatory qualification.
Top Skills:
NmlsRegulation Z
Fintech • Financial Services
Build and expand business banking relationships within an assigned market by prospecting, onboarding clients, managing a moderately complex portfolio, and increasing deposits and product adoption. Assess business finances, cash flow, collateral, and credit risk; structure credit solutions; present recommendations; and provide tailored treasury, digital banking, and lending products. The role also requires local customer visits, regulatory compliance, risk management, and collaboration with internal credit and product teams.
Top Skills:
MS Office
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