Last updated: 2025-05-22

48 Financial Services Sales And Management jobs in Phoenix.

Hiring now: Sr Licensed Lending Offic @ Loandepot, Loan Rep @ Caribou, Small Biz Client Mgr @ Bank Of Am, Personal Banker @ Umpqua Ban, Wealth Management Client @ Busey, Loan Sales Spec North Pho @ Onemain Fi, Various Roles In Biz Bank @ Citizens, Sr Regional Advisor Consu @ Ameriprise, Sr Transaction Mgr @ Cushman Wa, Regional Commercial Loan @ Busey Bank.Explore more at at kaamvaam.com

🔥 Skills

customer service (12) sales (8) compliance (7) Business Development (7) Customer Service (7) Wealth Management (6) relationship management (6) mortgage (5) Sales (5) financial products (4)

📍 Locations

Phoenix (27) Scottsdale (12) Chandler (3) Mesa (3) Tempe (3)

Loandepot

Skills & Focus: licensed, lending, mortgage, origination, insurance, financial, consultative, customer service, loan products, sales training
About the Company: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDep…
Experience: 2+ years of recent mortgage origination experience in a similar direct lending environment REQUIRED
Type: Full-time
Benefits: excellent benefits package including multiple health, dental, and vision options, HSA/FSA plans, volunteer paid hours, …

Caribou

Skills & Focus: Loan Representative, auto loans, sales, customer service, pipeline management, consultative sales, refinancing, financial services, compliance, team collaboration
About the Company: At Caribou, we care about giving people financial freedom so they can focus on what’s most important to them. We build technology to pair customers with commun…
Experience: Inside sales experience or similar
Salary: $50,000 base with potential for monthly commission, average annual earnings for the first year are $75,000
Type: Full-time
Benefits: Competitive compensation, equity options, 401k savings program, generous paid time off, wellness benefits including hea…

Bank Of America

Skills & Focus: Account Management, Business Development, Client Solutions, Advisory, Pipeline Management, Client Experience, Branding, Client Management, Prospecting, Relationship Building
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 small Business Banking experience
Type: Full-time

Umpqua Bank

Skills & Focus: relationship banking, client experience, consumer lending, bank products, client relationship, account opening, compliance, cash handling, customer service, financial review
About the Company: Umpqua Bank creates a great place to work through relationship banking and a culture of associates thriving, supporting customers and communities.
Experience: 1 year of relevant banking experience preferred
Salary: $18 - $24 per hour
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), paid vacation, sick days, volunteer days, holidays, tuition assistance, mental health…
Skills & Focus: supervising, client service, branch operations, customer relationships, sales, management, banking, financial products, community engagement, team leadership
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They support cust…
Experience: 2 years of retail banking experience
Salary: $20.00 - $30.00 per hour
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), paid time off, mental health resources, and more
Skills & Focus: Branch Manager, Banking, Retail Banking, Client Service, Management, Team Leadership, Coaching, Consumer Lending, Financial Statements, Community Leadership
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 3 years of previous banking experience, including consumer lending and exposure to business lending origination experience required.
Salary: $60,000.00 to $95,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan with employer match, employee assistance program, lif…

Caribou

Skills & Focus: auto loans, lending, partnerships, sales, credit unions, bank relationships, program management, negotiation, CRM, travel
About the Company: Caribou is a financial services company focused on providing auto loan refinancing solutions, backed by notable investors such as QED Investors, Goldman Sachs,…
Experience: 8+ years in related sales or credit fields
Salary: $104,000 - $130,000
Benefits: Competitive cash compensation, performance incentives, equity, 401k, paid time off, health and wellness benefits, profe…

Busey

Skills & Focus: Wealth Management, Client Services, Sales Support, Compliance, Customer Service, Client Engagement, Risk Mitigation, Teamwork, Financial Services, Certification
About the Company: Busey is a financial services organization committed to delivering service excellence and is an Equal Opportunity Employer.
Experience: Two or more years related experience in the financial services industry with high net-worth clients preferred.
Salary: $26.44 - $33.65/Hour
Type: Full-time
Benefits: Competitive Total Rewards package including 401(k) match, employee stock purchase plan, paid time off, medical, dental,…
Skills & Focus: Wealth Management, Business Development, Client Relationships, Sales, Financial Planning, Investment Programs, Team Leadership, Client Satisfaction, Retention, Risk Analysis
About the Company: Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being…
Experience: 7+ years Wealth Management / Financial Advisory experience; 3+ years of private wealth advisory team leadership preferred.
Salary: $130,000 - $200,000/year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan…

Onemain Financial

Skills & Focus: Sales, Collections, Customer Service, Financial Sales, Retail, Loan Sales, Customer Care, Business Development, Management Trainee, Finance
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, accident, hospital indemnity, an…

Citizens

Skills & Focus: Business Banking, Technology, Risk Management, Product Development, Marketing, Analytics, Corporate Banking, Wealth Management, Customer Experience, Diversity & Inclusion
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Experience: Professional
Type: Full-Time
Benefits: Comprehensive benefits package including educational assistance.
Skills & Focus: Wealth Management, Private Banking, Client Relationship Management, Community Engagement, Professional Development, Diversity and Inclusion, Financial Services, Team Support, Networking, Career Growth
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued.
Type: Full-time
Benefits: Citizens is committed to providing benefits, resources, and programming to support healthy habits across all aspects of…
Skills & Focus: Cyber Security, Risk Management, Operations, Fraud, Technology, Wealth Management, Commercial Banking, Data Analytics, Mortgage, Retail Banking
Type: Full Time

Bank Of America

Skills & Focus: merchant services, sales lead, public sector banking, client engagement, payment ecosystem, merchant processing, sales administration, client needs assessments, product proposals, contract negotiation
About the Company: A financial services corporation providing banking and financial solutions.
Salary: $123,500.00 - $165,800.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources, and support.

Ameriprise Financial

Skills & Focus: relationship building, product education, presentation ability, sales generation, territory management, compliance, investment products, financial advisors, sales presentations, market trends
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 5 years+ wholesaling experience
Salary: $100,000 / year
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances

Cushman & Wakefield

Skills & Focus: real estate, transaction management, client relationships, financial analysis, negotiation, portfolio management, commercial real estate, process management, strategic planning, communication skills
Experience: 5+ years of real estate experience in transactions management or corporate real estate
Type: Full time

Busey Bank

Skills & Focus: Commercial Loan, Loan Coordinator, Loan Documentation, Compliance, Customer Service, Financial Analysis, Banking Operations, N-Cino Software, Collateral Management, Loan Processing
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Experience: Requires a minimum of 5 or more years of related banking experience, in loan coordination, collateral documentation or lending operations.
Salary: $80,000 - $120,000 annually
Type: Full-time
Benefits: Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purc…

Busey

Skills & Focus: Wealth Management, Business Development, Client Retention, Financial Planning, Relationship Management, Investment Programs, Coaching, Client Satisfaction, Sales Success, Revenue Targets
About the Company: Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being…
Experience: 7+ years Wealth Management / Financial Advisory experience; 3+ years of private wealth advisory team leadership preferred.
Salary: $130,000 - $200,000/year
Type: Full-time
Benefits: Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purc…

Citizens

Skills & Focus: Finance, Accounting, Technology, Risk Management, Customer Service, Banking, Diversity, Inclusivity, Career Development, Community Engagement
About the Company: Citizens focuses on empowering customers and communities with banking services, while fostering a diverse and inclusive work environment.
Experience: Entry Level or Professional
Type: Full Time
Benefits: Comprehensive benefits, inclusive culture, career growth and development opportunities.

Busey

Skills & Focus: relationship management, business development, loan portfolio, credit transactions, financial analysis, sales skills, customer service, profitability, problem loans, training and coaching
About the Company: Busey is a financial institution that emphasizes a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional tale…
Experience: Requires 2 or more years of banking, finance, or sales related experience. Six months or more credit analysis experience required.
Salary: $185,000-$230,000 annually
Type: Full-time
Benefits: Competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medica…

Valon

Skills & Focus: collections management, default servicing, delinquent loan accounts, SPOC program, regulatory compliance, team development, cross-functional collaboration, performance monitoring, mentorship, loss mitigation
About the Company: Valon’s mission is to empower every homeowner. We believe the journey of home ownership starts when you get your keys, but lasts far beyond. We’re creating a w…
Experience: 5+ years of default servicing leadership experience, leading Collections and SPOC teams
Salary: competitive salary with a meaningful stake in the company via equity
Benefits: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits, pre-tax dedu…

Cim Group

Skills & Focus: client engagement, portfolio oversight, fund operations, marketing, compliance, accounting, investments, cross-functional collaboration, business development, capital attraction
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Type: Full-time

Lincoln Financial

Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Goodleap

Skills & Focus: Loan Officer, mortgage, customer service, sales, commission, underwriting, financing, lead generation, MLO license, business
About the Company: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-…
Experience: 2-5 years of mortgage experience
Salary: $16/hour + commission
Type: Full-time
Benefits: Competitive base salary with a tiered commission and bonus structure to award performance; Continual education and trai…

Busey Bank

Skills & Focus: Treasury Management, Sales Activities, Customer Experience, Banking Software, ACH Systems, Cash Management, Payment Technology, Data Analytics, Financial Goals, Diverse Talent
Experience: 10 or more years of combined banking experience in sales, treasury management, and commercial banking; 8 or more years’ experience in cash management or payment technology sales.
Salary: $155,000 - $190,000 annually
Type: Full-time
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life i…

Onemain Financial

Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Financial Sales, Customer Care, Business Development, Management Trainee, Finance, Customer experience
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, accident, hospital indemnity, an…

Lennar

Skills & Focus: Mortgage, Credit, Education, Budget, Counseling, Financial History, Action Plan, Homebuyer Solutions, Loan Programs, Credit Reports
About the Company: Lennar is a home construction company dedicated to creating high-quality homes for families. They provide progress in the homebuying process and offer innovati…
Experience: 2+ years banking experience (preferred)
Type: Full-Time
Benefits: Health insurance, 401(k) with company match, Paid Parental Leave, Education Assistance Program, up to $30,000 in Adopti…

Onemain Financial

Skills & Focus: Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance, Leadership
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Leadership experience with coaching and leading a team. Proven experience with meeting sales goals.
Type: Full-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Enterprise Bank & Trust

Skills & Focus: commercial relationships, deposit accounts, loan accounts, financial solutions, credit assessment, market conditions, business development, portfolio management, treasury management, cross-selling
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. Our goal is to help businesses succeed and our communities thrive. We exte…
Experience: Minimum of seven or more years of Commercial Lending experience preferred.
Benefits: Annual paid volunteer time off, charitable-matching opportunities, array of benefits, professional growth opportunities.

Lennar

Skills & Focus: underwriting, loan applications, creditworthiness, compliance, risk assessment, financial analysis, automated underwriting, manual underwriting, customer service, organizing
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Experience: Minimum of 2 years of front line conventional underwriting experience using Fannie Mae DU, Freddie Mac LP.
Type: Full-Time
Benefits: Robust health insurance plans, including Medical, Dental, and Vision coverage, 401(k) Retirement Plan with company matc…

Enterprise Bank & Trust

Skills & Focus: commercial loan accounts, client relationships, financial solutions, business development, portfolio management, cross-selling, credit underwriting, market conditions, regulatory compliance, analytical skills
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: Minimum of 5-7 years of Commercial Lending experience preferred.
Type: Full-time
Benefits: Annual paid volunteer time off, charitable matching opportunities, array of benefits, professional growth opportunities.

Pathward, N.A.

Skills & Focus: prospecting, qualifying, closing, financial products, market research, underwriting, negotiation, portfolio performance, referral sources, financial access
About the Company: A financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They strive to remove barriers …
Experience: 8+ years experience in commercial finance, structured financing, working capital, equipment financing or insurance premium financing
Salary: $103,511.83 – $191,170.01
Benefits: Health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off and more

Loandepot

Skills & Focus: licensed, lending, mortgage, origination, insurance, financial, consultative, customer service, loan products, sales training
About the Company: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDep…
Experience: 2+ years of recent mortgage origination experience in a similar direct lending environment REQUIRED
Type: Full-time
Benefits: excellent benefits package including multiple health, dental, and vision options, HSA/FSA plans, volunteer paid hours, …

Taylor Morrison

Skills & Focus: mentor, train, oversee, originate, mortgage, loans, compliance, sales, customer service, relationships

Loandepot

Skills & Focus: sales experience, customer service, training program, ethical standards, financial acumen, technology proficiency, time management, dedication to learning, adaptability, sales aptitude
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: Minimum of 2 years of sales experience.
Salary: $16.50/hour during training; plus monthly per origination bonus incentive once licensed.
Type: Full-time
Benefits: Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental …

Taylor Morrison

Skills & Focus: mortgage, branch manager, originating, loan, builder, sales, compliance, team leadership, customer service, finance
About the Company: Taylor Morrison is a leading home builder and developer with a focus on residential construction. They offer a variety of home designs and community options.
Experience: Minimum 3 years in mortgage origination; preferred in leadership roles
Type: Full-time
Benefits: Not specified in the posting

Homelight

Skills & Focus: Lender Relationship Manager, Loan Officers, client transactions, conditional approvals, real estate, mortgage lending, sales-driven, account management, communication, pipeline management
About the Company: HomeLight is the essential technology platform used by hundreds of thousands of homebuyers and sellers to partner with top real estate agents and loan officers…
Experience: 4-plus years of experience as a Loan Officer or as a Real Estate Agent.
Benefits: Medical, Dental & Vision, Long-Term Disability & Short-Term Disability, 401k, Life Insurance, Pet Insurance, PTO, inclu…

Lincoln Financial

Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Markel Group

Skills & Focus: underwriting, customer satisfaction, team management, production goals, policy recommendations, training, performance feedback, marketing skills, broker management, staff development
About the Company: Markel Group (NYSE – MKL) is a fortune 500 company with over 60 offices in 20+ countries, holding operations in insurance, reinsurance, specialist advisory, an…
Experience: 5-10 years of inland marine and property underwriting
Salary: $150k-$190k/year with a 55% bonus potential
Type: Full-time
Benefits: Competitive benefit programs, health, dental and vision insurance, 401(k) with employer match, Employee Stock Purchase …

Homelight

Skills & Focus: mortgage sales, Loan Officer, high-volume pipeline, phone-based sales, CRM tools, lending process, relationship management, education campaigns, inbound and outbound campaigns, cold outreach
About the Company: We’re building the future of real estate — today. HomeLight is the essential technology platform used by hundreds of thousands of homebuyers and sellers to par…
Experience: 3–5+ years of experience in mortgage sales as a Loan Officer or Loan Officer Assistant
Benefits: Medical, Dental & Vision, Long-Term and Short-Term Disability, Hospital Indemnity Insurance, 401k, PTO, and annual Anni…

Bank Of America

Skills & Focus: treasury, sales, client management, relationship planning, industry research, product penetration, pricing analysis, client relationship, financial services, performance metrics
Experience: 3+ years in financial services; Treasury experience preferred
Salary: $95,000.00 - $108,000.00 annually
Type: Full-time

Loandepot

Skills & Focus: loan processing, customer management, sales experience, financial concepts, mortgage products, customer service, sales relationships, technology proficiency, training program, ethical standards
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: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals
Salary: $15/hour during training
Type: Full-time
Benefits: Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental …

Global Lending Services

Skills & Focus: Call Center, Team Management, Collections, Performance Improvement, Regulatory Compliance, Employee Training, Customer Experience, Supervisory Role, Consumer Lending, Process Improvement
About the Company: Access to affordable, reliable transportation is essential to leading productive work and personal lives. For over 10 years, GLS has helped more than half a mi…
Experience: Minimum of three (3) years’ experience in a supervisory or leadership position in loss prevention or a related field preferred
Type: Full-Time
Benefits: Competitive base pay and performance bonuses, medical, dental, vision, telemedicine, supplemental insurance benefits, l…

Gls

Skills & Focus: auto financing, credit risk, analytics, technology, communication, dealer management, consumer loans, stipulations, sales, customer service
About the Company: Access to affordable, reliable transportation through advanced analytics and technology, helping families meet and improve their transportation needs.
Benefits: Competitive pay, bonuses, health benefits, 401K, PTO, Volunteer Time Off, Tuition Reimbursement, Parental Leave, work e…

Onemain Financial

Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Customer Care, Business Development, Financial Sales, Entry level, Management Trainee, Credit
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Entry to Mid-Level
Type: Full-Time and Part-Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…