Sales Team

Sales Team Finance Jobs

184 jobs found

Sales Consultant

Talent Elite Partners Hyannis, MA Hybrid

17d ago

$100k - $130k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Hybrid remote Sales Consultant role in Hyannis, MA with Talent Elite Partners, a Fortune 500 leader focused on advising clients with financial strategies, building trust-based relationships, and consistently achieving sales targets, offering USD 100,000 to 130,000 per year.

Responsibilities

Advise clients with financial strategies that make an impact.
Build strong, trust-based relationships that grow over time.
Consistently achieve and exceed sales targets.
Deliver a top-tier client experience that inspires loyalty.
Collaborate with an innovative team to stay ahead of the market.

Requirements

Proven record of success in sales or a strong entrepreneurial mindset.
Excel in competitive, results-oriented environments.
Bring confidence, communication, and people skills to the table.
Minimum 3 years of sales experience.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Professional development assistance
Retirement plan
Vision insurance

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Single Stock Flow Trading - Analyst

JPMorganChase New York, NY

18d ago

$100k - $125k/yr Full time Algorithmic Trading Analyst Client Relations

Algorithmic Trading Analyst Client Relations

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Job Description

Analyst on the Single Stock Flow Trading desk at JPMorganChase in New York, NY (onsite), with a salary range of USD 100,000 to 125,000 per year.

Responsibilities

Assist in pricing trades and executing client and internal desk orders
Support risk management by evaluating positions and performance under different scenarios
Learn to spot trading opportunities and develop new strategies for the desk and clients
Respond to Middle Office emails, including T+1 trade inquiries and corporate actions
Monitor market flows to assess incoming inquiries and provide context to sales
Collaborate with the Quant team to administer a Robo trader for pricing and hedging
Conduct routine book maintenance, such as closing pins and early exercise
Help run and investigate daily P&L with Middle Office and IT

Requirements

Attention to detail and ability to learn quickly
Understanding of financial markets and curiosity to explain market moves
Strong analytical and technical background for pricing derivative products
Advanced Excel and VBA skills to create spreadsheet solutions for the business
Ability to follow established desk procedures around risk, pricing, P&L, and execution
Provide accurate responses with complete transparency on day-to-day activities
Strong communication to discuss orders, executions, and market activity with clients

Technologies

Microsoft Excel
VBA
Robo trader
Trading systems

Benefits

Commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About Us

JPMorganChase, a long-standing financial institution, provides innovative financial solutions to millions of clients, including consumers, small businesses, and a broad range of corporate, institutional, and government customers under the J.P. Morgan and Chase brands. With more than two centuries of history, the firm is a global leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. The company offers a competitive total rewards package.

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions worldwide rely on us for business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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Asset Finance PM Team Lead

Citizens Johnston, RI

18d ago

$201k - $250k/yr Full time Asset Management Banking Business Development

Asset Management Banking Business Development

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Job Description

The Asset Finance Portfolio Management Team Lead role at Citizens Bank is based onsite in Johnston, RI. This leadership position oversees the Asset Finance Portfolio Management team, responsible for P&L outcomes, credit quality, documentation, and portfolio management, while driving growth and maintaining regulatory compliance.

Responsibilities

Develop and lead a team responsible for credit, portfolio management, and documentation within the designated region. This includes assigning new credit submissions, managing workloads, ensuring portfolio compliance with regulatory and commercial credit policy guidelines, and providing necessary resources such as training, headcount, and system access.
In collaboration with senior management and sales leaders, drive new business growth that delivers an acceptable bank return while minimizing credit risk. Prescreen and structure corporate lease and loan transactions across multiple industries, perform independent credit due diligence, and analyze and underwrite transactions in a timely manner.
Review and approve new credit requests and annual reviews within designated authority, ensuring alignment with commercial credit policy and AF guidelines.
Deliver outstanding service to external and internal customers, building positive relationships with senior credit management and credit counterparts across Citizens Bank.
Manage a small portfolio of client relationships in accordance with commercial credit policy. Conduct quarterly and annual reviews, maintain CRM data, prepare memorandums, obtain approvals for changes to facilities, and execute portfolio management tasks such as exposure management plans and lease renewals.
Monitor ongoing changes and solicit feedback from internal customers to refine the structure as needed, conducted through regularly scheduled meetings with key stakeholders.

Requirements

Bachelor’s degree in Finance, Accounting, Marketing or other related field
Strong verbal and written communication skills, organized and capable of interpersonal collaboration. Ability to meet deadlines and manage multiple initiatives in a high volume environment.
10-15 years of Commercial Banking Portfolio Management experience
3+ years of Equipment Finance or Asset Finance industry experience
Prior management and mentoring experience is required

Technologies

CRM Dashboard

Benefits

Medical, dental and vision coverage
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off (PTO) policy

Hours and Work Schedule

Hours: 40+
Work Schedule: Monday - Friday

Pay Transparency

The salary range for this position is $200,800 - $250,000 per year, plus the opportunity to earn an annual discretionary bonus. Actual pay is determined by factors including work location, relevant skills, and experience.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood.

Why Work for Us

Citizens offers a customer-centric culture focused on helping customers and contributing to local communities. By joining the team, you become part of a supportive and collaborative workforce with access to training and tools to accelerate potential and advance career growth.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in light of legal requirements and the nature of the offered position, with further information provided in the offer.

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Automotive Finance Manager

DARCARS Automotive Group Jacksonville, FL

18d ago

Full time Manager Accounting Automotive

Manager Accounting Automotive

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Job Description

Join DARCARS Automotive Group in Jacksonville, where a seasoned finance professional steers the lending process on the showroom floor. This onsite role centers on guiding customers through financing options, collaborating with lenders, and ensuring timely, compliant paperwork while fostering strong relationships throughout the car-buying journey.

Responsibilities

Collaborate with the sales team and customers to facilitate the financial aspects of the vehicle purchase
Advise on and sell finance options and insurance warranties to buyers
Prepare and submit accurate title paperwork and secure funding from lenders promptly
Achieve monthly objectives and contribute to dealership goals
Meet deadlines for turning in customer paperwork to lenders and accounting
Manage customer payments during the vehicle transaction and route funds to accounting
Adhere to local and national regulations and inform the sales team about new or updated vehicle purchasing laws
Build and maintain positive relationships with customers
Maintain an impeccable reputation with lenders and vendors
Provide a clear finance and insurance menu presentation, including warranty packages
Assist sales professionals by explaining lending options and warranties to customers when needed
Cultivate relationships with local and national bank and manufacturer representatives and meet with them monthly
Demonstrate a track record of excellent CSI scores
Be proficient with Microsoft Office and dealership management systems
Be detail-oriented and organized in a fast-paced environment
Think strategically to find solutions for each customer
Remain self-motivated and a team player
Possess the ability to interpret tag and title laws and DMV regulations

Requirements

Previous automotive finance management experience is required and non-negotiable; verification will be conducted
Proven track record of top-performing results is required
Experience as an automotive sales consultant is required; 1-3 years
Prior finance manager experience preferred; 2-3 years
Luxury automotive experience is preferred
Availability to work Saturdays
Must be at least 18 years old
Valid driver’s license with a clean driving record
Ability to pass pre-employment screenings

Technologies

Microsoft Office
Dealership management systems

Benefits

Competitive pay plan with top performance bonuses
Opportunity for advancement within a large organization
Comprehensive benefits package including 401(k)
Paid holidays and paid time off
Employee discounts on vehicle purchases, parts, and service repairs
Internal opportunities for career growth
Participation in community service initiatives

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Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Bradenton, FL

19d ago

Full time Senior Banker Banking

Senior Banker Banking

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Job Description

A Banking Relationship Specialist (Senior Relationship Banker) position with Bank OZK is based onsite in Bradenton, FL and centers on sales leadership, coaching, and building professional relationships to meet financial needs and deliver exceptional service.

Responsibilities

Build and nurture professional client relationships using assessment tools and meaningful conversations to uncover needs, make suitable recommendations, and refer referrals to banking center teams or business partners.
Use assessment tools to capture detailed notes on customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Engage in outbound business development and community involvement activities.
Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating when needed.
Serve as a role model for the banking center team and coach relationship-building activities.
Collaborate with line of business partners to foster teamwork, exceptional service, and ongoing learning.
Provide backup assistance to other retail banking roles and locations as necessary.
Model and uphold the Bank's standards for exceptional customer service.
Support the bank's values and mission with enthusiasm.
Maintain a high level of integrity, trustworthiness, and professionalism at all times.
Promote teamwork, lead by example, and take initiative to assist others.
Complete all required training on time.
Embrace continuous learning and apply constructive feedback from experienced teammates.
Maintain reliable punctuality and attendance.
Adhere to all Bank policies, procedures, and guidelines.

Requirements

Knowledge of bank products and services including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Demonstrated ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
Ability to act as a trusted advisor with confidence.
Effective verbal and written communication skills.
Team player mindset capable of thriving in a dynamic environment.
Strong critical thinking, attentive to detail, and productive in a fast-paced setting.
Ability to work without close supervision and maintain confidentiality.
Adherence to policy, procedure, safety, and security protocols.
Willingness to travel to other locations for training or staffing needs as required.
Proficiency with computer use and Microsoft Office applications.
High school diploma or equivalent required; bachelor’s degree preferred.
1+ year of retail customer service and/or sales experience required.
Knowledge of business and consumer banking products required.
Experience with and ability to explain bank products, online banking, mobile banking applications, and banking cards preferred.
Proven ability to meet sales goals and financial targets preferred.
Leadership or coaching experience strongly preferred.
NMLS license, or successful completion of the NMLS process within 30 days of hire, required.

Technologies

Microsoft Office

Benefits

PTO (paid time off)
401(k) matching
Health insurance
Dental insurance
Vision insurance
Pet insurance
Special perks and discounts

Job Expectations

Operate standard office equipment and technology used in a business environment, with or without accommodation.

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VP, Relationship Manager- PCS

Ocean Bank Miami, FL Hybrid

19d ago

Full time Manager Banking Business Development

Manager Banking Business Development

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Job Description

Ocean Bank seeks a VP, Relationship Manager- PCS for a hybrid role based in Miami, FL, within Private Client Services.

Responsibilities

Drive business growth by leading the service delivery model strategy for their respective market.
For new loan opportunities, take applications, gather required documentation and financial information, and collaborate with department management, credit underwriting teams, and credit committees to move deals from application to closing.
Manage and review active loan portfolios to ensure past due loans and technical exceptions stay within Ocean Bank’s loan policy acceptable levels; ensure timely performance of loan annual reviews.
Monitor overdrawn and uncollected accounts and manage past due loan payments.
For deposit relationships, monitor account activity and manage accounts in uncollected or overdraft status.
Ensure customer profile information and documentation remain current, including W-9 and W-8BEN, CIP documentation, core and supporting bank documents, updated financial statements, client profile information, and other support documentation.
Perform due diligence on BSA/KYC write-ups and profiles; conduct customer interviews to profile clients and to comply with BSA, KYC and other bank policies; respond to BSA requests.
Ensure efficiency with customers’ accounts across all bank products.
Continually identify and analyze new products or initiatives that would enhance the service provided to the customer.

Requirements

Bachelor’s Degree in Business Administration, Accounting or Finance.
Five years of banking-related experience in product sales and lending.
Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.
Combination of education and experience will be considered.

Technologies

Excel
Word
Outlook

Soft Skills

Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth clients.
In-depth knowledge of the Bank Secrecy Act/AML and related regulations.
Experience working in a sales team with high quality service advocacy.
Ability to visit prospective clients within a designated market area to achieve sales objectives.
Knowledge of how to complete and maintain a comprehensive KYC client profile.
Strong understanding of banking laws and applicable compliance regulations.
Established contact or client portfolio is required.
Excellent organizational, interpersonal, time management, written and verbal communication skills (English and Spanish).
Proficiency in MS Office applications.

Preferred Experience

Associate’s degree with a minimum of seven years banking-related experience in product sales and sales servicing to customers in commercial or international/private banking.

Licenses and Certifications

Investment licensing Series 7 preferred.

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F&I Manager

Blue Compass RV Kansas City Grain Valley, MO

19d ago

$150k+/yr Full time Manager Client Relations Communication

Manager Client Relations Communication

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Job Description

Blue Compass RV Kansas City is seeking an experienced F&I Manager to guide customers through financing options and protection plans at the Grain Valley, Missouri dealership. This onsite role requires a background in dealership finance or sales and a proven ability to close deals while delivering a smooth, professional buying experience.

The position partners with the sales team to structure deals, manage contract flow, and secure timely funding, all while maintaining strong lender relationships and a high level of customer service.

Responsibilities

Selects the appropriate lenders, secures approval, garners customer commitment, and coordinates final delivery
Oversees contract placement with a focus on maximizing F&I PVR
Collaborates with the sales desk to structure deals
Ensures consistent adherence to all F&I office processes and contract workflows
Manages contracts in transit and coordinates funding through ongoing communication with the business office
Tracks F&I performance metrics including PVR, product penetration, and lender penetration
Attends weekly sales meetings to discuss F&I training and issues
Supports the General Manager and Sales Manager in training the sales staff
Complies with all company policies and procedures

Requirements

3-5 years of working knowledge in Finance and Insurance products
Menu selling experience is required
Business management experience in the automobile industry is a plus
Effective oral and written communication, strong time management, and a professional appearance and demeanor are required
Strong closing skills are necessary
Excellent organizational ability with capacity to train finance and sales personnel
Valid driver's license

Benefits

Medical, dental, vision, disability, FSAs, and life insurance
Paid time off and paid holidays
Structured career path
401(k)
Gas discount
Pet insurance
5-day work week
Employee assistance program
Training and development programs
Referral program
Legal coverage
Identity theft protection
And more

Compensation: $150,000 per year

What we have to offer

Blue Compass RV, headquartered in Fort Lauderdale, is described as the fastest growing RV company with more than 100 dealerships nationwide. The organization prides itself on staffing each dealership with the best people in the business and is known for the care shown to customers and associates alike. You are treated as family, and there is a strong emphasis on training, development, and opportunities for career advancement within the company.

How to apply

If you are seeking a rewarding career with competitive compensation and benefits, along with opportunities to excel and advance, consider joining Blue Compass RV. You will be part of a team dedicated to delivering exceptional customer experiences in the RV industry. Apply today.