Top Sales Jobs in Los Angeles, CA

Manage and grow a portfolio of small business banking clients, build relationships, identify financial needs, recommend banking and lending solutions, acquire new customers, generate referrals, and ensure compliance with lending, regulatory, and risk policies. The role involves partnering with relationship managers, analyzing client operations, providing financial guidance, and delivering a client-focused branch banking experience.

Manages and grows a portfolio of small-business banking clients, providing tailored recommendations for accounts, credit, treasury services, and digital tools. Builds client relationships, prospects for new business, makes referrals, and partners with relationship managers and lending officers on complex needs. Ensures compliance with lending, risk, regulatory, and operational policies while delivering a client-focused banking experience.

Manage and grow a portfolio of small business banking clients, build new relationships, assess financial needs, recommend banking and lending solutions, and provide trusted advisory support. The role involves prospecting, referrals, client onboarding, relationship deepening, collaboration with relationship managers and lending officers, regulatory compliance, risk management, and required Loan Originator registration.

Manages and grows a portfolio of small-business banking clients, develops trusted relationships, assesses financial needs, recommends banking and lending products, and acquires new customers through prospecting and referrals. The role provides business accounts, credit, treasury, and digital banking solutions while coordinating with relationship managers and lending officers. It also requires compliance with underwriting, risk, loan-originator registration, and regulatory requirements.

Supports Financial Advisors with client service, account establishment and maintenance, account research, appointment preparation, correspondence, referrals, marketing campaigns, and regulatory recordkeeping. Provides information and quotes, resolves account inquiries, reviews paperwork, and coordinates with management. Requires brokerage or client services experience and FINRA registration, including Series 7 and 63 examinations, with ongoing licensing and compliance obligations.

Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, conducts discovery-based financial conversations, recommends integrated deposit, lending, credit, investment, and banking solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, supports branch colleagues, and maintains strong documentation, risk controls, and regulatory compliance.

Build, maintain, and grow relationships with small-business banking clients. Manage a portfolio, onboard and acquire customers, assess financial needs, recommend business accounts, credit, treasury services, and digital tools, and provide compliant financial guidance. Prospect through networking and referrals, collaborate with relationship managers and lending officers on complex structures, follow risk controls, and deliver client-focused service while meeting individual and team objectives.

Build, maintain, and grow relationships with small-business banking clients. Manage a portfolio, identify client needs, recommend business accounts, credit, treasury services, and digital tools, and acquire new customers through prospecting and referrals. Analyze business operations, provide tailored financial guidance, comply with lending and risk policies, coordinate with Relationship Managers and Lending Officers, and deliver a client-focused banking experience.

Build, manage, and grow a portfolio of small-business banking clients. Assess client needs, recommend business accounts, credit, treasury services, and digital banking solutions, and provide relationship-based financial guidance. Prospect for new clients, generate referrals, collaborate with relationship managers and lending officers, and maintain compliance with lending, risk, and regulatory requirements. The role also requires loan originator registration and customer support for dwelling-secured product referrals without taking applications or negotiating terms.

Manages and grows a portfolio of small-business banking clients, owning onboarding, relationship deepening, prospecting, referrals, and client retention. Provides tailored recommendations across business accounts, credit, treasury services, and digital tools while complying with lending, risk, and regulatory policies. Partners with Relationship Managers and Lending Officers on complex client needs, conducts follow-ups, and delivers a client-centric branch experience.