Last updated: 2025-05-22

28 Financial Services Sales And Management jobs in Sacramento.

Hiring now: Hl Loan Officer Asst @ Umpqua Ban, Loan Sales Spec @ Onemain Fi, Merrill Financial Solutio @ Bank Of Am, Associate District Mgr @ Adp, Sr Merchant Spec @ Bank Of Am, Small Biz Consultant @ Banner Ban, Mortgage Relationship Mgr @ First Tech, Registered Client Service @ Ameriprise, Relationship Management C @ Lincoln Fi, Varied Job Titles In Biz @ Citizens.Explore more at at kaamvaam.com

🔥 Skills

Customer Service (4) Business Development (4) Loan Officer (3) Mortgage (3) Compliance (3) customer service (3) client relationships (3) portfolio management (3) relationship building (3) relationship management (3)

📍 Locations

Sacramento (11) Rocklin (4) Vacaville (4) El Dorado Hills (2) Elk Grove (2) Fairfield (2) Folsom (1) Rancho Cordova (1) Roseville (1)
🔍 Go to full job search

Umpqua Bank

HL Loan Officer Assistant El Dorado Hills
Skills & Focus: Loan Officer, Mortgage, Customer Service, Loan Documentation, Regulations, Pipeline Management, Mortgage Pricing, Credit Reports, Compliance, Teamwork
About the Company: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees, offering banking services nationwide. It is a leading western-based regional bank …
Experience: 2-4 years of Administrative/clerical, Retail Banking or Mortgage experience
Salary: $19.00 to $30.00 per hour
Type: Full-time
Benefits: Comprehensive benefits including healthcare, 401(k), tuition assistance, mental health resources, and more.
Loan Officer Assistant - Home Opportunities El Dorado Hills
Skills & Focus: Loan Officer, Mortgage, Loan processing, Customer Service, Banking, Compliance, Mortgage Application, Loan Documentation, Pipeline Management, Regulations
About the Company: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It has grown throug…
Experience: 2-4 years of administrative/clerical, retail banking or mortgage experience
Salary: $19.00 to $30.00 per hour
Type: Full-time
Benefits: Comprehensive benefits including healthcare, 401(k), tuition assistance, paid time off, and more
Client Service Specialist - Float Home Opportunities Elk Grove
Skills & Focus: Client Service, Teller, Cash Handling, Banking Regulations, Customer Service, Relationship Banking, Cash Drawer, Deposits, Withdrawals, Bank Products
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: 1 year of previous banking or customer service experience, preferred
Salary: $18.00 to $22.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan with employer match, employee assistance program, lif…

Onemain Financial

Loan Sales Specialist Fairfield
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Management Development, Customer experience, Credit, 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: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full-Time and Part-Time
Benefits: Health insurance, 401(k) matching, Employee Stock Purchase Plan, Tuition reimbursement, Paid time off, Paid sick leave,…

Bank Of America Merrill Lynch

Merrill Financial Solutions Advisor - Central Shoreline CT Market Fairfield
Skills & Focus: wealth management, investment products, client relationships, financial goals, advisory team, client needs, investment advice, technology, business growth, certified financial planner
About the Company: A leading financial services corporation providing wealth management, banking, and investment services.
Experience: Two years' experience in financial services and/or a sales environment; minimum one year in investments industry
Salary: $75,000.00 - $85,000.00
Type: Full-time
Benefits: Not specified in the job posting

Adp

Associate District Manager Folsom
Skills & Focus: Accounting, Sales, Human Resources Outsourcing, Networking, Relationship Management, Prospecting, Client Referrals, Business Development, Training Program, Cross-Selling
About the Company: ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Salary: $54,300.00 - $117,400.00 / Year
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Bank Of America

Sr. Merchant Specialist Rancho Cordova
Skills & Focus: merchant business, client relationships, contract negotiations, payment interfaces, portfolio management, C-level sales, POS systems, payment gateways, merchant trends, solutions
About the Company: A leading financial institution dedicated to helping clients achieve their financial goals through responsible growth and community support.
Experience: 2-5 years in Core Acquiring industry, sales and portfolio management
Salary: $123,500.00 - $165,800.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources for employee well-being and growth

Banner Bank

Small Business Consultant Rocklin
Skills & Focus: client experience, sales, service activities, bank products, digital banking, financial transactions, client accounts, client requests, branch lending, loans
About the Company: With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we offer a source of capital to personal bank…
Type: Full-time

First Technology Federal Credit Union

Mortgage Relationship Manager II Rocklin
Skills & Focus: mortgage, sales, customer service, event planning, business development, marketing, product adoption, relationship building, presentation skills, strong communication
Experience: Minimum 2 years’ experience in sales, customer service and/or event planning, preferably in the mortgage lending sector
Salary: $67k - $72k annually + annual bonus
Type: Hybrid
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, Accrue up to 17 days of Paid T…
Product Manager II, Deposit Products Rocklin
Skills & Focus: Product Manager, Deposit Products, stakeholder presentations, product development, financial institution, roadmap, business requirements, performance metrics, collaboration, Tableau
Experience: Minimum 3 years’ experience working with product development
Salary: $90,000 to $105,000 in Rocklin, $80,000 to $95,000 in Hillsboro
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, accrue up to 17 days of Paid T…
Consumer Lending Underwriting Manager Rocklin
Skills & Focus: Consumer Lending, Underwriting, Credit Quality, Loan Originations, Team Leadership, Performance Feedback, Continuous Improvement, Regulatory Requirements, People Management, Problem Solving
Experience: Minimum 5 years’ experience in consumer loan underwriting; some leadership experience preferred
Salary: $105,000 to 121,000 annually + annual bonus
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5% per pay period; Accrue up to 17 days of Paid T…

Ameriprise Financial

Registered Client Service Associate Roseville
Skills & Focus: financial planning, analytical skills, client interactions, portfolio materials, investment research, marketing, administrative duties, organization, communication, teamwork
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: 3 - 5 years relevant experience required.
Salary: $27.45 - $37.06 / hour
Type: Full-time
Benefits: Includes vacation time, sick time, 401(k), and health, dental and life insurances.

Banner Bank

Commercial Banking Center Manager Sacramento
Skills & Focus: leadership, organization, planning, direction, business development, Commercial Relationship Managers, support staff, business market, credit management, monitoring
About the Company: With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and tak…
Commercial Relationship Manager II Sacramento
Skills & Focus: commercial credits, treasury management services, active business development, relationship management, business clients, high performing commercial relationships, portfolio management, financial services, customer relationship building, community engagement
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…
Type: Full-time

Lincoln Financial

Relationship Management Consultant Sacramento
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

Citizens

Varied Job Titles in Business Banking, Commercial Banking, and other fields Sacramento
Skills & Focus: Business Banking, Commercial Banking, Data Analytics, Finance and Accounting, Mortgage, Operations, Remote, Loan Officer, Analyst, Manager
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard, while supporting the com…
Type: Full-time
Benefits: We’re committed to providing benefits, resources, and programming to surface healthy habits and support the whole you, …

Bank Of America

Commercial Credit Officer Sacramento
Skills & Focus: Client Solutions, Advisory, Financial Analysis, Loan Structuring, Risk Management, Underwriting, Account Management, Credit Documentation, Credit and Risk Assessment, Decision Making
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: 10+ years of solid Commercial Banking experience
Salary: $109,100.00 - $200,000.00
Type: Full-time
Benefits: Employees are eligible for an annual discretionary award based on their overall individual performance results and beha…

Lincoln Financial

Relationship Management Specialist, Local Market Account Management Sacramento
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, …

Citizens

Business Banking SBA Business Development Officer Sacramento
Skills & Focus: Business Banking, SBA, Business Development, Banking, Financial Services, Customer Support, Relationship Management, Loan Origination, Commercial Banking, Team Collaboration
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture, providing innovative banking products and services…

Banner Bank

CRE Portfolio Manager II Sacramento
Skills & Focus: commercial real estate, credit analysis, portfolio management, financial statements, covenant compliance, loan documentation, risk assessments, customer relationships, reporting issues, cross-sell opportunities
About the Company: Banner Bank is a financial institution with more than 130 years of history, providing banking services with a strong emphasis on community involvement and stab…
Experience: 6 or more years of banking credit analysis experience required.
Salary: $131,319 - 154,493
Type: Full-time
Benefits: Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life. Paid vacation time, personal day…

Bank Of America

Treasury Sales Associate Sacramento
Skills & Focus: treasury sales, client relationship management, revenue growth, financial services, product penetration, client analysis, industry research, pricing models, client meetings, relationship building
About the Company: A financial services corporation dedicated to responsible growth and inclusive workplace practices.
Experience: Two or more years of B2B sales and/or client service experience in a financial services environment
Salary: $95,000.00 - $108,000.00 annually
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employee growth and well-being

Citizens

Financial Advisor Sacramento
Skills & Focus: Wealth Management, Financial Advisor, Client Management, Investment, Asset Management, Financial Planning, Risk Management, Business Oversight, Client Services, Professional Development
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard and feels a sense of belo…
Experience: Professional
Type: Full Time
Benefits: Citizens is committed to providing benefits, resources and programming to surface healthy habits and support the whole …

Stryker

Field Operations Specialist Sacramento
Skills & Focus: account coverage, customer service, operations, new customer accounts, product line expansion, relationship building, collection assessments, leadership, sustainability, medical devices
About the Company: Stryker offers innovative products and services in MedSurg, Neurotechnology and Orthopaedics that help improve patient and healthcare outcomes.
Salary: $61,600 - $85,800 plus bonus eligible
Type: Full Time
Benefits: Medical and prescription drug insurance, dental insurance, vision insurance, critical illness insurance, accident insur…

Travis Credit Union

Product Manager Lead - Business Deposits Vacaville
Skills & Focus: Product Management, Financial Products, Business Analysis, Portfolio Management, Data Analytics, Cross-functional Teams, Project Leadership, Market Trends, Member-Centric, Strategic Direction
About the Company: At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare…
Experience: Minimum 10 years of product and/or project management experience; or an advanced degree with 8 years of experience; or equivalent work experience.
Salary: $135,941.52 - $167,918.40 annually
Type: Full-time
Benefits: Competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit …
Sr. Business Development Specialist Vacaville
Skills & Focus: Business Development, Indirect Lending, Sales Strategies, Marketing, Credit Union, Customer Relations, Financial Solutions, Compliance, Data Analysis, Networking
About the Company: At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare…
Experience: Bachelor's degree and a minimum of 5 years related work experience; or a Master’s degree and a minimum of 3 years equivalent work experience.
Salary: $95,365.92 - $117,811.20 annually
Benefits: Competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit …
Financial Service Representative Vacaville
Skills & Focus: member relationships, financial goals, financial conversations, member experience, community events, financial education, loans, banking regulations, cash management, team environment