Last updated: 2025-05-22

22 Financial Services Sales And Management jobs in San Diego.

Hiring now: Commercial Loan Spec @ Banner Ban, Mgr 2 Biz Ops @ Intuit, Healthcare Biz Developmen @ Umpqua Ban, Financial Advisor @ Citizens, Healthcare Treasury Sales @ Bank Of Am, Jr Originator @ Marcus Mil, Prod Development Spec @ Plaza Home, Vp Biz Banking @ Enterprise, Relationship Management C @ Lincoln Fi, Loan Officer In San Diego @ Lennar.Explore more at at kaamvaam.com

🔥 Skills

client relationships (6) compliance (5) business development (5) Wealth Management (5) relationship management (4) Customer Experience (3) relationship building (2) networking (2) financial solutions (2) wealth management (2)

📍 Locations

San Diego (20) Carlsbad (1) Escondido (1)
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Banner Bank

Commercial Loan Specialist Carlsbad
Skills & Focus: commercial lending, loan closings, loan perfection, customer service, financial support, banking centers, staff support, asset management, community engagement, business financing
About the Company: With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, Banner Bank provides a source of capital to p…
Small Business Consultant Escondido
Skills & Focus: client experience, sales and service activities, financial transactions, client accounts, branch lending, outbound calls, bank products, relationship building, compliance, networking
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…
Experience: 4 or more years of banker/client relationship consultant or related sales experience with established goals required
Salary: $27.09-36.00 hourly
Type: Full Time - Hourly
Benefits: Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance, Paid vacation time, s…

Intuit

Manager 2, Business Operations San Diego
Skills & Focus: servicing, operations, fintech, credit cards, lending, customer-centric, compliance, automation, workflow, regulatory standards
About the Company: Intuit is the global financial technology platform that powers prosperity for the people and communities it serves, offering products like TurboTax, Credit Kar…
Experience: 10+ years in servicing or operations, ideally within fintech, credit cards, lending, or financial services

Umpqua Bank

Healthcare Business Development Officer San Diego
Skills & Focus: business development, healthcare, sales, client relationships, financial solutions, credit structures, consultative selling, banking industry, compliance, teamwork
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: 5 years of banking experience, required
Salary: $140,000.00 to $200,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage (medical, dental, and vision plans), 401(k)-retirement savings plan with employer mat…
Private Client Advisor San Diego
Skills & Focus: client relationships, wealth management, banking, estate planning, investment, compliance, relationship management, business development, collaborative, financial solutions
About the Company: 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 to support…
Experience: 5-10 years in banking and wealth management
Salary: $89,000.00 to $180,000.00
Type: Full-time
Benefits: Comprehensive healthcare, 401(k) with employer match, life and disability insurance, tuition assistance, paid vacation …

Citizens

Financial Advisor San Diego
Skills & Focus: Wealth Management, Private Banking, Portfolio Management, Client Management, Investment Strategies, Financial Planning, Risk Assessment, Market Research, Regulatory Compliance, Relationship Building
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Professional
Type: Full-time

Bank Of America

Healthcare Treasury Sales Officer San Diego
Skills & Focus: treasury management, client relationships, revenue growth, financial services, client solutions, business development, relationship management, negotiation, global cash management, bank structure
About the Company: Bank of America is a leading financial institution offering treasury solutions, banking, and financial services globally.
Experience: Successful track record in treasury management sales
Salary: $105,000.00 - $150,000.00 annualized salary
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources, and support

Marcus & Millichap Capital Corporation

Junior Originator San Diego
About the Company: a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)
Salary: $68,640 plus commission

Plaza Home Mortgage, Inc.

Product Development Specialist San Diego
Skills & Focus: Product Development, Loan Programs, Customer Experience, Fannie Mae, Freddie Mac, Mortgage Insurance, Secondary Market, Business Areas, Guidelines Maintenance, Investor Relationships
About the Company: Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. …
Type: Full-time

Umpqua Bank

Private Client Advisor San Diego
Skills & Focus: wealth management, client relationships, banking, investments, estate planning, trust services, business development, networking, compliance, analytical skills
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.
Experience: 5-10 years of experience in banking and wealth management, required
Salary: $89,000.00 to $180,000.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Enterprise Bank & Trust

VP, Business Banking San Diego
Skills & Focus: business banking, loan portfolio management, credit underwriting, business development, regulatory compliance, financial analysis, relationship management, cross-selling, market trend analysis, client relationship development
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.
Experience: Five to seven years related experience and training in Commercial and/or Business Banking
Salary: $124,586 - $186,879
Type: Full-time
Benefits: Annual paid volunteer time off, charitable matching opportunities, array of benefits, professional growth opportunities

Banner Bank

Branch Manager San Diego
Skills & Focus: Branch Management, Sales Operations, Consumer Lending, Small Business Lending, Client Service, Staff Motivation, Sales Goals, Account Retention, Coaching, Guidance
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…
Type: Full-time

Lincoln Financial

Relationship Management Consultant San Diego
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

Bank Of America

Sr. Merchant Specialist San Diego
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

Citizens

PB Digital Banking Sr Advisor San Diego
Skills & Focus: Wealth Management, Digital Banking, Client Advisor, Financial Services, Risk Management, Customer Experience, Asset Management, Technology, Operations, Teamwork
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Type: Full-time
Benefits: Comprehensive benefits, resources and programming to promote healthy habits and support well-being.

Lennar

Loan Officer in San Diego, CA San Diego
Skills & Focus: Loan Officer, Mortgage products, Customer Relations, Business Development, Lead Generation, Customer Service, Loan Origination, Real Estate, Mortgage industry software, Regulations
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 3 years of Loan Originating experience
Salary: $16.00 - $16.00 per hour (base), potential bonuses and commissions
Type: Full-time
Benefits: Health insurance (Medical, Dental, Vision), 401(k) with match, Paid Parental Leave, Education Assistance, Adoption Assi…

Citizens

Various Positions in Commercial Banking and Business Banking San Diego
Skills & Focus: Business Banking, Commercial Banking, Wealth Management, Digital Banking, Corporate Banking, Relationship Management, Customer Experience, Sales Associate, Account Manager, Healthcare
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and…
Experience: Professional Level
Type: Full Time
Benefits: Citizens provides a range of benefits resources and programming to support healthy habits across all aspects of life.

Umpqua Bank

Healthcare Relationship Manager San Diego
Skills & Focus: Healthcare, Relationship Manager, Wealth Management, Client Relationships, Business Development, Compliance, Credit Management, Portfolio Management, Training, Teamwork
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.
Experience: 7 years of experience in healthcare and lending, required
Salary: $113,000.00 to $200,000.00
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Lendbuzz

Dealership Account Manager San Diego
Skills & Focus: automotive industry, dealership partnerships, field sales, market share, relationships, innovation, diversity, sales team, account manager, auto finance
About the Company: A company focused on driving success in the automotive industry through innovation and diversity.
Experience: Auto finance expertise
Type: Full-time

Bank Of America

Treasury Sales Associate San Diego
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 San Diego
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 …

Plaza Home Mortgage, Inc.

Collateral Specialist San Diego
Skills & Focus: collateral, delivery, loan purchase, monitoring, exceptions, mortgages, residential, customer experience, relationships, programs
About the Company: Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages.