Last updated: 2025-05-22

20 Financial Services Sales And Management jobs in Charlotte.

Hiring now: Leasing Credit Sr Officer @ Bank Of Am, Commercial Banking Positi @ Citizens, Financial Advisor In Trai @ Ameriprise, Sr Compliance Advisory Di @ Varo, Sr Ops Mgr Servicing Coll @ Figure, Money Transfer Sales Rep @ Idt, Lead Advisor @ Brighton J, Builder Loan Consultant @ Loandepot, Vpdir Credit Line Increas @ Onemain Fi, Loan Asset Management Ass @ Chatham Fi.Explore more at at kaamvaam.com

🔥 Skills

underwriting (4) collaboration (4) financial analysis (3) risk management (3) Commercial Banking (3) Financial Services (3) Risk Management (3) Leadership (3) financial services (3) loan structuring (2)

📍 Locations

Charlotte (20)
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Bank Of America

Leasing Credit Senior Officer Charlotte
Skills & Focus: financial analysis, underwriting, risk management, loan structuring, client interaction, credit assessment, transaction structuring, legal document negotiation, due diligence, credit risk
Experience: 7+ years in commercial banking or finance industry with significant commercial credit experience
Salary: $120,400.00 - $200,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees

Citizens

Commercial Banking Positions Charlotte
Skills & Focus: Commercial Banking, Finance, Relationship Management, Growth, Technology, Security, Inclusion, Development, Customer Experience, Digital Banking
About the Company: Citizens is a leading financial institution committed to producing innovative banking experience while supporting communities.
Experience: Professional level
Type: Full Time
Benefits: Comprehensive employee benefits and resources focused on health and wellness.
Commercial Banking Jobs Charlotte
Skills & Focus: Commercial Banking, Financial Services, Client Relations, Sales Management, Risk Management, Wealth Management, Customer Experience, Collaboration, Investment Strategies, Market Analysis
About the Company: Citizens is a leading financial institution focused on providing a wide range of banking services across various categories including commercial banking, resid…
Experience: Professional
Type: Full-time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

Bank Of America

Senior Fiduciary Officer Charlotte
Skills & Focus: Fiduciary management, Trust, Leadership, Account management, Policy enforcement, Regulatory compliance, Client relationships, Risk management, Collaboration, Financial services
Experience: 3-5 years trust/fiduciary background
Salary: $100,100.00 - $164,200.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees
Senior Credit Underwriter Charlotte
Skills & Focus: financial analysis, credit documentation, loan structuring, risk assessment, portfolio management, communications, collaboration, negotiation, underwriting, credit approval
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 3-5+ years of commercial/private wealth management credit experience
Salary: $86,900.00 - $119,300.00 annualized salary
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to our employees.

Citizens

Commercial Banking Jobs Charlotte
Skills & Focus: Commercial Banking, Operations, Product Support, Treasury Sales, Loan Management, Digital Product Management, Process Automation, Governance, Sponsorship Compliance, Equity
Type: Full Time

Bank Of America

Senior Underwriter II - Asset Based Finance Charlotte
Skills & Focus: credit, underwriting, asset-based lending, financial analysis, collaboration, negotiation, risk management, deal structuring, client management, portfolio management
About the Company: A leading financial institution committed to responsible growth, diversity, and community impact.
Experience: 7+ years
Salary: $115,000.00 - $200,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources for employee wellness and growth.

Citizens

Risk Manager Charlotte
Skills & Focus: Risk Management, Operational Risk, Commercial Risk, Data Risk, Consumer QA, Team Leadership, Compliance, Financial Services, Data Analytics, Business Banking
About the Company: Citizens is committed to providing benefits, resources and programming to foster healthy habits and support the overall well-being of its employees.
Experience: Professional (8)
Type: Full-time
Benefits: Generous benefits programs promoting well-being.

Ameriprise Financial

Financial Advisor in Training Charlotte
Skills & Focus: financial advising, licensing, client relationships, training, mentorship, phone-based, financial planning, product discussions, CRM, professional development
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. The company operates in more than …
Experience: High School diploma or equivalent; active SIE, Series 7, S63 or S66, S65 or S66, and Life/Health licenses or ability to obtain within specified timeframes.
Type: Full-time
Benefits: Training and professional development, tuition reimbursement, support for obtaining key designations like CFP®

Varo

Sr. Compliance Advisory Director Charlotte
Skills & Focus: compliance, consumer protection, financial services, product development, regulations, business problems, growth mindset, self-starter, fast-paced environment, digital bank
About the Company: Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us.

Figure

Senior Operations Manager - Servicing & Collections Charlotte
Skills & Focus: Operations Management, Mortgage Servicing, Customer Operations, Collections Strategy, Regulatory Compliance, Data Analysis, Team Development, Performance Analysis, Risk Management, Financial Services
About the Company: Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We’re helping homeowners tap their liquidity easily, eff…
Experience: Minimum of ten (10) years in the financial service / consumer lending industry
Salary: $120,000 - $150,000
Type: Full-time
Benefits: Comprehensive health, vision, and dental insurance; Employer-funded life and disability insurance; 401k; Paid family le…

Idt

Money Transfer Sales Representative Charlotte
Skills & Focus: Money Transfer, Sales Representative, negotiating agreements, new markets, prospect, recruit agents, regional sales team, internal teams, identify prospects, high-performing group
About the Company: IDT is a leading communications and financial services company.

Brighton Jones

Lead Advisor Charlotte
Skills & Focus: Wealth Alignment, client experience, marketing, business development, operations, collaboration, growth, client retention, team-based environment, compassion
About the Company: We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their va…
Experience: CFP® certification
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Ameriprise Financial

Senior Manager, Deposit Products Charlotte
Skills & Focus: deposit products, banking, product management, marketing, consumer checking, savings, CD accounts, digital banking, financial services, regulatory compliance
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. They advise and manage assets and …
Experience: 7+ years’ experience in marketing, product management or related role. 5+ years’ experience in consumer or digital banking deposit product management or marketing experience.
Salary: $98,100 - $132,400 / year
Type: Full-time
Benefits: Comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life insurances.

Loandepot

Builder Loan Consultant Charlotte
Skills & Focus: loan referrals, credit approval, loan program, income, assets, credit, property, documentation, rate sheets, client communication
About the Company: loanDepot is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revol…
Experience: 1-3 years of Loan Origination experience
Benefits: Medical/Dental/Vision, wellness program, paid time off, tuition reimbursement, comprehensive benefits package

Ameriprise Financial

Client Support Associate Charlotte
Skills & Focus: client support, inbound calls, financial services, account setup, compliance, client interaction, FINRA licenses, team environment, professional development, financial planning
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Offers financial planning, asset m…
Experience: 1+ years
Type: Full-time

Onemain Financial

VP/Director - Credit Line Increase Charlotte
Skills & Focus: credit limit increase, data analysis, strategic thinking, team leadership, communication skills, analytics, cross-sell offers, exposure management, underwriting, statistical techniques
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: 8+ years’ experience in analytics leadership roles with significant exposure to credit cards and Fintechs, 3+ years’ experience with Exposure management programs
Salary: $150,000 - $185,000
Type: Full-time
Benefits: Health and wellbeing options including medical, dental, vision, life insurances, up to 4% matching 401(k), employee sto…

Chatham Financial

Loan Asset Management Associate Charlotte
Skills & Focus: loan management, real estate, portfolio analytics, covenant testing, financial models, data management, client relationships, analytical dashboards, collaboration, risk management
About the Company: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provide…
Experience: Minimum 3 years of working experience in real estate finance, real estate transaction law, asset management, or loan servicing.
Type: Full-time

Onemain Financial

Loan Sales Specialist Charlotte
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Financial Sales, Leadership, Customer Care, Business Development, Credit, Management Trainee
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…
Loan Sales Specialist Charlotte
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Management Development, Customer experience, Leadership, Financial Representative
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing; Up to 4% matching 401(k); Employ…