Last updated: 2025-05-22

21 Financial Services Sales And Management jobs in Washington.

Hiring now: Trainer Credit Union Bank @ Latitude, Vice President Of Corpora @ Capstone, Branch Mgr @ Citizens, Sr Transaction Mgr @ Cushman Wa, Relationship Management C @ Lincoln Fi, Regional Dir Experienced @ Ameriprise, Growth Associate Client S @ Clipbook, Lead Associate Trading Di @ The Trade , Various Potential Future @ Banner Ban, Vpdir Credit Line Increas @ Onemain Fi.Explore more at at kaamvaam.com

🔥 Skills

relationship management (6) client relationships (6) customer experience (5) financial products (4) Branch Manager (4) Financial Services (3) financial analysis (3) portfolio management (3) communication skills (3) group benefits (3)

📍 Locations

Washington (12) Baltimore (3) Bethesda (2) Hunt Valley (2) Columbia (1) Greenbelt (1)
🔍 Go to full job search

Latitude Inc

Trainer (Credit Union/ Banking Experience) Washington
Skills & Focus: training programs, financial products, banking procedures, compliance regulations, customer service, onboarding, instructional materials, industry trends, feedback, coaching
Salary: $45,000 - $55,000 a year
Type: Full-time

Capstone

Vice President of Corporate Business Development Washington
Skills & Focus: business development, client engagement, pipeline management, relationship management, account support, cross-team collaboration, brand awareness, lead generation, regulatory landscape, stakeholder engagement
About the Company: Capstone is a leading Washington, DC-based policy analysis and regulatory due diligence firm, which advises institutional investors – hedge funds, private equi…
Experience: Minimum of five years of relevant experience
Salary: $125,000-$170,000 per annum
Type: Full-time
Benefits: competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k)

Citizens

Branch Manager Washington
Skills & Focus: Branch Manager, Banking, Customer Service, Financial Services, Team Leadership, Community Engagement, Diversity, Inclusion, Career Development, Professional Growth
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard. They focus on customer s…
Type: Full Time
Benefits: Citizens provides benefits, resources, and programming to support healthy habits and overall well-being.
Citizens Branch Manager Washington
Skills & Focus: Branch Manager, customer experience, sales growth, relationship-building, coaching, strategic insights, financial acumen, community relationships, performance goals, retail banking
About the Company: At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction.
Experience: 4 years sales management experience in Retail or Branch Banking environment
Salary: $89,700-$113,087.00 per year
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…
Branch Manager Washington
Skills & Focus: Bank Branch, Branch Manager, Professional, Full Time, Citizens, Community, Career Growth, Diversity, Inclusion, Financial Institution
About the Company: Citizens is a leading financial institution committed to providing high-quality banking services and promoting a diverse and inclusive culture.
Type: Full-time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

Cushman & Wakefield

Senior Transaction Manager Washington
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

Lincoln Financial

Relationship Management Consultant Washington
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

Bank Branch Manager Washington
Skills & Focus: Branch Manager, Banking, Customer Service, Leadership, Operations, Sales, Financial Services, Team Management, Community Engagement, Risk Management
Type: Full Time

Ameriprise Financial

Regional Director, Experienced Advisor Recruitment and Business Development Washington
Skills & Focus: Recruiting, Financial Services, Advisor, Relationship Management, Collaboration, Negotiation, Diversity Hiring, Analytical Skills, Communication, Coaching
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: 7-10 years of relevant experience
Salary: $100,000/year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …

Clipbook

Growth Associate (Client Success) Washington
Skills & Focus: client success, sales process, upselling, cross-selling, consultative relationships, account management, public relations, public affairs, advocacy, non-profit
About the Company: Clipbook is a venture-backed AI B2B SaaS research and analysis platform for communications and public affairs teams. We serve a diverse clientele with over 300…
Experience: 1-3 years experience in the communications, public affairs, or PR space is preferred; experience as an account manager or similar role is a plus.
Salary: $78,000 - $85,000 a year
Type: Full-time
Benefits: Full medical, dental, and vision benefits, unlimited/flexible PTO policy, bonuses for team-wide milestones, 401(k).

The Trade Desk

Lead Associate Trading Director (Political) Washington
Skills & Focus: client relationships, strategic advisor, team management, product development, stakeholder engagement, revenue growth, communication skills, negotiation skills, time management, performance evaluation
About the Company: The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world with a media buying platform that helps brands deli…
Experience: 7+ years of relevant professional experience with at least 2 directly managing and developing a team
Salary: $92,500—$169,600 USD
Type: Full time
Benefits: Comprehensive healthcare (medical, dental, and vision) with premiums paid in full for employees and dependents, retirem…

Banner Bank

Various Potential Future Opportunities Washington
Skills & Focus: banking, financial services, community involvement, capital source, employee volunteerism, trustworthy company, assets management, economic responsibility, personal banking, business services
About the Company: Banner Bank is recognized by Forbes as one of the Best 100 Banks in America for eight consecutive years, known for its financial strength and stability, and wa…
Type: Various
Benefits: Employee volunteerism, community organization donations

Lincoln Financial

Relationship Management Consultant Baltimore
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
Relationship Management Specialist, Local Market Account Management Baltimore
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, …

Onemain Financial

VP/Director - Credit Line Increase Baltimore
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…

Chevy Chase Trust

Senior Trust Officer - Client Services Bethesda
Skills & Focus: client relationship, administrative tasks, client service, Investment Management, Personal Trust Clients, thematic investment research, asset management, financial advice, planning, unconventional thinking
About the Company: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, famili…
Financial Planning Professional Bethesda
Skills & Focus: financial planning, investment research, asset management, client relationships, financial advice, portfolio management, estate planning, business development, relationship management, client success
About the Company: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, famili…
Type: Full-time

Lincoln Financial

Relationship Management Consultant Columbia
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

Nasa Federal Credit Union

Branch Member Service Associate Greenbelt
Skills & Focus: customer service, financial transactions, account opening, loan processing, sales, cross-selling, member inquiries, insurance protection, banking experience, cash handling
About the Company: NASA Federal Credit Union is a financial institution that provides a variety of products and services to its members, including banking services and insurance …
Experience: At least 1 year banking experience with account opening required.
Salary: $21 - $27.50 an hour
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), paid leave, remote work options, and more.

Bank Of America

Leasing Credit Senior Officer Hunt Valley
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
Leasing Credit Officer II Hunt Valley
Skills & Focus: credit, underwriting, financial analysis, risk assessment, portfolio management, client interaction, transaction structuring, risk rating, financial statements, compliance
About the Company: Bank of America is a financial institution committed to responsible growth and delivering exceptional services to clients, communities, and shareholders.
Experience: 5+ years in credit/financial industries; 2+ years in financial analysis and structuring
Salary: $70,000.00 - $167,200.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, wellness resources, performance rewards