Senior Sales Representative jobs at First Citizens Bank - 2911 jobs
Senior Sales & Service Representative (Universal Banker)
First Citizens Bank 4.8
Senior sales representative job at First Citizens Bank
Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a SeniorSales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.
The successful candidate will demonstrate:
Influence: Capable of building rapport with different personalities to drive positive results
Sales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility: Able to process information and move quickly through problem resolution
Responsibilities
The essential functions of the job include, but are not necessarily limited to, the following:
Proactively engaging customers in conversation about their financial needs
Opening deposit accounts and ancillary banking products
Facilitating customer awareness and education of bank services, including digital banking capabilities
Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Processing transactions and other account servicing requests
Qualifications
High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales or banking
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$61k-82k yearly est. 10d ago
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Senior Switch Sales Director - Hybrid (Listing Transfers)
Nasdaq, Inc. 4.8
Boston, MA jobs
A leading financial technology firm is seeking a Senior Switch Sales Director to secure corporate listing transfers from competing exchanges. This strategic role requires building relationships with senior executives and leading complex sales cycles. The ideal candidate will have over 10 years of enterprise sales experience, a strong track record in financial markets, and excellent analytical and communication skills. The role offers a hybrid work environment and a competitive compensation package, including bonuses and benefits.
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$151k-224k yearly est. 2d ago
Sales and Service Expert
24 Hour Fitness USA, Inc. 4.7
Houston, TX jobs
The Sales and Service Expert (SSE) delivers an outstanding and well-rounded sales and service experience to all guests and members through a compelling approach of offering membership, fitness and retail products and services. The SSE builds relation Sales, Service Manager, Service, Fitness, Digital Content, Manufacturing, Membership
$113k-140k yearly est. 2d ago
Sales and Service Expert
24 Hour Fitness Worldwide, Inc. 4.7
Houston, TX jobs
FULL-TIME Part-time
The Sales and Service Expert (SSE) delivers an outstanding and well-rounded sales and service experience to all guests and members through a compelling approach of offering membership, fitness and retail products and services. The SSE builds relationships and translates the value of 24 Hour Fitness product and service offerings, and has a strong focus on behaviors that drive member acquisition and retention. The SSE delivers successful guest and member engagement, and attainment of sales revenue goals.
ESSENTIAL DUTIES & RESPONSIBILTIES
Guest Experience and New Member On-boarding
Executes the CARE sales model with each guest and passionately relate how 24 Hour Fitness's products/services will satisfy their fitness needs.
Tours potential members through the club and describes the facility, equipment, services and amenities that directly tie back to their individual fitness needs and goals. Ensures all guests are registered through the digital kiosk.
Communicates membership and fitness offers in a clear and concise manner using Company provided presentation tools.
Effectively and professionally enrolls guests using Company sales techniques and protocol.
Adheres to specific Membership Agreement Procedures (MAP) when enrolling members and guests.
On-boards new members successfully and assist with all member retention activities in order to drive club profitability.
Consistently achieves or exceed personal and team sales goals.
Prospecting and Lead Generation
Obtains leads externally from within the community using company provided tools/programs. (i.e. Community outreach/Local Promotions, Corporate Sales on-sites).
Generates leads/new business internally through member promotions, referrals, the dissemination of guest passes, and contacting leads generated via phone.
Responsible for effectively setting appointments for all leads and potential new business opportunities.
Communicates and promotes local and global marketing campaigns to leads and members.
Manages and follows up on leads/new business by using a Lead Management System.
Executes daily planner to track and plan for successful lead management and selling activities.
Consistently achieve or exceed personal productivity goals.
Member Experience
Partners with Sales and Service Manager (SSM) to provide a best-in-class, member-centric experience that strengthens member relationships and builds member retention.
Ensures members receive a friendly greeting/check-in and prompt attention to their needs.
Engages members with various fitness offerings including personal training, group exercise classes and 24GO digital content.
Maintains name relationships with members and serving as a resource for their questions or concerns, and putting them in touch with the right 24 Hour Fitness resources as appropriate.
Provides a clean, friendly, well-maintained club to members and guests and
Helps new members become comfortable in the club.
VARIABLE COMPENSATION:
Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions.
ORGANIZATION RELATIONSHIPS
Reports to the Sales and Service Manager. Communicates and interacts with club members, prospective members and outside/third party vendors. This position does not have any direct reports.
REQUIRED QUALIFICATIONS
Knowledge, Skills & Abilities
In-depth knowledge and experience with sales practices and techniques.
General understanding of Fitness Industry.
Ability to work with computers.
Strong interpersonal communication skills.
Strong customer service skills.
Independent, self-starter with strong organizational skills.
Ability to work as part of a team.
Ability to operate Point of Sale (POS) System.
Knowledge of Membership System software preferred.
Minimum Educational Level/Certifications
High School Diploma or GED.
Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator (AED) certification from approved organization is required (within 60 days of employment).
Bachelor's degree preferred.
Work Experience and Qualifications
* Prior experience in fitness or retail industry preferred.
* 1-2 years of experience in service sales preferred.
Physical Demands/ Environmental Conditions
Ability to work in club office; move about club floors and rooms
Occasionally required to demonstrate or explain proper physical fitness activities, techniques and procedures
Ability to communicate telephonically with members
Ability to access and operate company computer systems including: document preparation, data entry, read and interpret general and financial reports from a computer data base or email system
While performing the duties of this job, the team member will be regularly exposed to moving mechanical parts
Ability to work a varied schedule to support the needs of the business, including frequent extended workdays, weekends, and holidays may be required
Able to work in a loud environment
Travel Requirement
* Minimum travel may be required for training purpose and lead generation.
Disclaimers
DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job. This is not intended to be an exhaustive list of all the responsibilities, duties and skills required. The incumbent may be expected to perform other duties as assigned. This job may be reviewed as duties and responsibilities change with business necessity.
COMPLIANCE & INTEGRITY: Consistently supports compliance and Workplace Conduct by maintaining the privacy and confidentiality of information, protecting the assets of the organization, acting with ethics and integrity, reporting non-compliance, and adhering to applicable federal, state and local laws and regulations, accreditation and licensure requirements (if applicable), and 24 Hour Fitness' policies and procedures.
All Directors, Managers and Supervisors are accountable for communication, implementation, enforcement, monitoring and oversight of compliance policies and practices in their departments.
SERVICE & QUALITY: In addition to defined technical requirements, accountable for consistently demonstrating service behaviors and principles defined by 24 Hour Fitness as well as specific departmental/organizational initiatives. Also accountable for consistently demonstrating the knowledge, skills, abilities, and behaviors necessary to provide superior and culturally sensitive service to member and team members, contracted providers and vendors.
WORKPLACE SAFETY: In addition to defined working conditions and physical requirements, employees are accountable for working safely; following established policies & procedures; and reporting all injuries and hazards to their supervisor immediately.
Supervisors and Managers are accountable for ensuring the safety performance of employees; applying consistent practices in compliance with federal, state and local regulations; providing guidance to maintain a safe and healthy work environment.
FUNCTIONAL GROUP Sales
$113k-140k yearly est. 2d ago
VP, Liquidity Business Sales - Regional Client Growth
HSBC 4.9
Beverly Hills, CA jobs
A leading financial institution in Beverly Hills is seeking a Vice President, Liquidity Business Sales to lead regional sales and ensure exceptional service to liquidity clients. The ideal candidate will have proven client management experience, strong analytical skills, and a proactive approach to problem-solving. This role requires direct engagement with clients and stakeholders and offers opportunities for professional development and a competitive benefits package.
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$130k-192k yearly est. 4d ago
Strategic VP, Private Capital Solutions Sales
MSCI Inc. 4.8
Chicago, IL jobs
A global financial solutions provider seeks a Vice President, Sales Specialist in Chicago to drive revenue growth and deepen client relationships. This strategic role involves managing the full commercial lifecycle, leading client engagement, and collaborating with various departments to ensure client satisfaction. Ideal candidates will have a minimum of 7 years in sales within asset management or fintech, with strong financial market knowledge. Attractive salary package with comprehensive benefits is offered.
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$110k-184k yearly est. 3d ago
Vice President, Liquidity Business Sales
HSBC 4.9
Beverly Hills, CA jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share.
HSBC Asset Management (AM) is the investment management arm of HSBC Group, one of the world's leading financial institutions with a strong heritage serving financial markets for 150+ years. Within our investment management business, our Americas Liquidity business, focused on Money Market and Short Duration Fixed Income products, has served an important client segment within the broader asset management group. Our Global Liquidity business currently enjoys the distinction of being one of a few dedicated sales specialist capabilities within the AM business. AM Client Business plays a vital role in servicing our growing business across Institutional and Wholesale clients, striving towards achieving client centricity across all stages of a client life cycle.
The Vice President, Liquidity Business Sales is an integral part of the overall sales support coverage model for the Liquidity business channel, serving the liquidity clients and the liquidity sales teams. This is a critical client-facing role, established to ensure we are delivering the highest levels of service to our liquidity investors to maximize our strategic ambitions for asset growth and retention. Based in the Los Angeles, the role involves direct engagement with external clients and internal stakeholders, including HSBC AM's Liquidity Sales teams, Fund Administrators, Finance and Reporting, and other internal functions to ensure clients are serviced to the highest standards throughout the client lifecycle, from prospect engagement through onboarding and ongoing client relationship management. The role shall require a client centric approach to business interactions as well as strong knowledge of HSBC AM's liquidity solutions and processes.
As our Vice President, Liquidity Business Sales you will:
Lead regional sales coverage of HSBC AM Liquidity and Short Duration Investors
Work closely with sales support across onboardings and facilitation of subscription & redemption processes for AM Liquidity funds. The role holder will play a key role in interacting with clients, fund administrators, sales teams, and bank relationship managers to meet KYC requirements, execution of account opening procedures, completing static data for clients, and updating CRM systems with changes
Coordinate and ownership of client service and sales support for HSBC AM's Liquidity Investors
Provide and maintain the overall client experience through appropriate client service and sales support activities, including thought leadership
Work with Sales individuals and other stakeholders to assist in the delivery of goals and objectives as agreed with the business to develop our customer opportunities and improve our client experience, travel is expected
Handle a wide range of client enquiries for existing and prospective clients (regular and bespoke)
Work closely with business partners as and when required, to respond to client related requests and enquiries, tailoring of presentations, answering of questionnaires, preparing client, market, sector analysis, etc
Assist and support the team to ensure the successful launch of new product offerings as appropriate based on coverage
Assist in the preparation and development of ad-hoc reports, working with Marketing, Product teams, and Investment Writing teams to develop ad-hoc reports and ensure delivery to appropriate clients
Support deal opportunities in the region, including engagement with clients on cross-sell opportunities
Communicate fund and market information to external and internal stakeholders e.g. distribute daily fund prices and upload market commentary
Foster client relationships at industry events
Qualifications:
Analytical & critical reasoning skills - proven interpretation and pre-emptive evaluation of information
Attention to detail and quality along with ability to ensure that information is captured in a timely manner
Ability to distil complex and varied data into information; good process analysis and problem solving skills
Direct client management/relationship management experience
Excellent written, verbal & presentation communication skills
Client centric approach to task management
Stakeholder management is a critical attribute, the ability to work as a team player is must
Proactive, positive attitude, and ability to multi-task and work under pressure to meet time-sensitive deadlines
Flexible and ability to prioritize workload for self and team
Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
Preferred Qualification - Post Graduation/MBA/CFA
Direct experience in the Asset Management and Capital Markets industry
Knowledge of financial markets, macro-economic environment, theory, trends, tools, and strategies
Knowledge and awareness of liquidity funds and separately managed mandates, investment products, markets, and business
Experience in Client Relationship Management, Client Servicing, and Sales Support
Proven ability to prioritize workload effectively in line with business priorities
Willingness to own work and problems and see through to completion and use own initiative to resolve issues
Evidence of delivery in a similar role within a global organization would be an added advantage
Experience in using technology to improve business outcomes
Working knowledge of CRM tools like MS Dynamics
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
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$122k-170k yearly est. 4d ago
Executive Director, Treasury Sales & Team Growth
Jpmorgan Chase & Co 4.8
Seattle, WA jobs
A leading financial services firm located in Seattle, Washington is seeking an experienced Treasury Sales Group Manager. In this role, you will lead a team of Treasury sales professionals, developing strategies to enhance client relationships and performance. You will be responsible for monitoring team performance, providing coaching, and ensuring adherence to risk management protocols. Ideal candidates will have over 7 years of sales experience, strong analytical skills, and excellent communication capabilities. This is an opportunity to make a significant impact in a collaborative environment.
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$131k-191k yearly est. 2d ago
Business Development Representative (BDR)
Archer Review LLC 4.6
Austin, TX jobs
About the Company Archer Review is a private equity-backed education technology company supporting medical and nursing students in their professional journeys. Our mission is to equip health care learners, educators and leaders with the knowledge, resources and confidence they need to succeed - personally and professionally.
Our fully remote team of educators, clinicians, technologists, creatives and operators support and collaborate one another and share a genuine commitment to making a difference.
Archer Review has been recognized for four consecutive years by Inc. 5000 and for two years by Deloitte Technology Fast 500 as one of the fastest-growing technology companies in the United States. The company also ranks No. 5 on the 2024 Financial Times list and No. 3 on the Inc. Southwest Regionals list for high growth companies.
Our Values
Excellence: We innovate constantly, adapt with agility, embrace challenges, welcome change, move with intention, and hold ourselves accountable.
Outcomes: We deliver real outcomes that include measurable progress, skills mastery, and meaningful achievements.
Empathy: We see the world through the eyes of our learners and partners, meeting them where they are, adapting to their needs, and walking alongside them with compassion and respect.
Service: We are trusted partners who provide forward-thinking approaches and world-class service.
About the Role
The Business Development Representative (BDR) is responsible for building Archer Review's top-of-funnel pipeline by proactively identifying, engaging, and qualifying prospective institutional partners. This role focuses on outbound prospecting and lead qualification across medical schools, nursing schools, and PA programs, working closely with Sales Directors in a collaborative, team-based model.
The ideal candidate is curious, motivated, and excited to learn. This role is well-suited for someone looking to build a career in B2B SaaS sales within the education and healthcare space.
This is a fully remote position in the United States. Occasional travel (
What you'll do
Proactively research and identify prospective institutional partners within assigned territories and segments.
Execute outbound prospecting via email, phone, and LinkedIn to engage faculty and administrative decision-makers.
Create and manage effective email sequences tailored to specific buyer personas and institutional needs.
Qualify inbound and outbound leads through discovery conversations to assess fit, needs, and timing.
Schedule high-quality, qualified meetings for Sales Directors and ensure clear, thoughtful handoff.
Maintain accurate and timely records of all activity, notes, and outcomes in HubSpot.
Partner closely with Sales Directors on account targeting, messaging, and pipeline development.
Participate in team meetings, training sessions, and ongoing learning to continuously improve effectiveness.
About you
1-3 years of experience in sales, business development, customer engagement, or a related role (EdTech or SaaS experience a plus).
Strong written and verbal communication skills with comfort engaging new prospects.
A strong interest in mission-driven work at the intersection of healthcare and higher education.
Experience using CRM tools (HubSpot a plus!).
Highly organized, detail-oriented, and able to manage multiple priorities.
Our Benefits
Comprehensive medical, dental and vision insurance for employees and their families
Flexible & encouraged PTO
Company HSA contribution of $90/month for eligible plans
Company-paid life insurance and disability coverage
401(k) with company match (100% match on first 3%, 50% match on the next 2%)
Archer Review is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
Please note that as part of our standard hiring process, the company conducts background checks with the candidate's consent, consistent with applicable local, state, and federal laws. For roles based in or performed in Austin, Texas, background checks are initiated only after a conditional offer has been made, in accordance with the City of Austin Fair Chance Hiring Ordinance.
The pay range for this role is:
55,000 - 75,000 USD per year (Remote (United States))
$30k-70k yearly est. 2d ago
Senior Director, Visa Crypto Solutions Sales Leader
Visa Inc. 4.5
San Francisco, CA jobs
Are you passionate about the future of stablecoin payments and driven by opportunities to scale new products and businesses? As the Visa Crypto Solutions Sales leader, you will be responsible for a team that works across all Visa client types, providing everything from thought leadership and subject matter expertise on crypto and stablecoins, as well as helping to drive deals and activations of Visa crypto products and services to these clients. This role requires an experienced sales professional who can identify potential deals, develop the tactics, and manage the teams needed to bring opportunities to revenue. The crypto solutions sales team works closely with Visa's crypto product and strategy teams, account managers, risk, legal, and finance to execute sales opportunities. This leader and their team will be highly involved in shaping Visa's global and regional go-to-market strategies, seller trainings and tools, and providing ecosystem feedback to influence Visa's product roadmap. And this leader will represent Visa Crypto not only with clients but at industry events including speaking and thought leadership opportunities.
Responsibilities will include:
Build and manage a specialized sales team who will work closely with Visa account teams to educate clients on Visa crypto solutions and services and execute on new growth (revenue) opportunities
Go-To-Market strategy and execution for Visa Crypto solutions at a global level - with global clients and working closely with regional counterparts on go-to-market and client activities
Establish broader training, tooling, and sales operations specific to Visa Crypto solutions across Visa account and sales teams
Serving as a subject matter expert internally and externally, leading training for internal teams and articulating Visa's position on crypto and stablecoins to our clients, partners, and the public
Establish processes for inputs and provide aggregated and strategic client feedback to influence Visa's crypto product strategy and roadmap
Executive planning and reporting
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.
Basic Qualifications:
12 or more years of work experience with a Bachelor's Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 5 years of work experience with a PhD
Preferred Qualifications:
15 or more years of experience with a Bachelor's Degree or 12 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD), PhD with 9+ years of experience
Financial services, crypto, and/or payments industry experience required
Demonstrated track record of planning, managing and closing a complex, competitive sales effort and managing deals from negotiation, to closing and through delivery
Sales Leadership experience strongly preferred
High product acumen and solutions mindset
Proven record of implementing strategic initiatives, policies and operational decisions
Strategic thinking and thought leadership with subject matter explain in stablecoins and blockchain technology
Teamwork, interpersonal & relationship-building skills, and ability to lead by influence and example
Proven ability to partner, communicate and manage/navigate through multiple disciplines and organizational groups
Experience “managing up”, building Executive Level communications and delivering presentations
Ability to work within a complex and often ambiguous environment, and to influence senior management and other relevant parties
Executive presence, Strong written and oral communication, including large-group presentations
Previous experience in an operating role at a startup or high growth company preferred
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel 5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 229,000.00 to 357,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$115k-155k yearly est. 2d ago
Loan Sales Representative - Houston, TX
1St. Franklin Financial Corporation 4.4
Houston, TX jobs
Join the 1st Franklin team as a Loan SalesRepresentative. This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships a SalesRepresentative, Sales, Representative, Customer Experience, Banking
$44k-87k yearly est. 2d ago
Head of Sales, NA - SaaS GTM & Growth Leader
Antler 3.7
San Francisco, CA jobs
A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises.
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$140k-214k yearly est. 3d ago
Senior Sales Manager
HSBC 4.9
San Francisco, CA jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
Global Payments Solutions (GPS) is one of HSBC's global transaction banking product lines generating over 10% of HSBC Group revenues. Supporting Corporate and Institutional Banking (CIB). Our GPS business is made up of almost 10,000 people in over 55 countries and is uniquely positioned to help clients make and receive payments, and manage liquidity and working capital across borders and regulations, in multiple currencies. Our expertise in this area has been recognized by the industry's most prominent publications as the best global cash manager for corporates and financial institutions in consecutive years.
For our largest corporate clients GPS Sales has implemented a sector focused coverage approach, recognizing that clients in different sectors have unique cash management needs. Various sector teams exist including: Technology Media & Telecoms, Consumer, Healthcare, Energy Materials & Power, Industrials, Transport, Real Estate and Professional Services.
We are seeking a high caliber professional to join our Sales team in the TMT sector. This role can be based in San Francisco or New York USA. The portfolio consists of US headquartered global TMT sector corporates.
Key elements of this role:
Work in close partnership with Banking Coverage and the wider GPS sales teams to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and grow revenues, with an industry focus on corporates in the Technology, Media and Telecommunications sector
Adopt a needs-based advisory approach to understand customer requirements and provide appropriate cash management solutions that meet those requirements
Lead, manage and collaborate with the HSBC team across markets and functions to develop appropriate solutions, deliver sales proposals / Request for Proposal responses / client pitches through to implementation handover
Work closely with the GPS Implementation, Integration and Client Service teams to ensure smooth transition of client mandate into realized revenues, as well as to provide ongoing coverage in response to clients' evolving challenges and requirements
Feedback to the GPS Product and Channels teams on the competitive market landscape and client specific requirements, to help drive product enhancements/developments as appropriate
Formulate, support and drive CIB and GPS industry sector strategies, including participation in events, case studies, client testimonials, client planning and wallet sizing activities
Coach and lead team members across the group on sales strategy formulation, deal pipeline management and sales conversion techniques
Collaborate with global and regional sales leads and GPS teams to develop a deal pipeline that is aligned with Banking Coverage and prioritized according to opportunity and value to both the client and HSBC
You´ll likely have the following qualifications to succeed in this role:
Demonstrated track record of dealing with complex global corporates
Experience of managing a client portfolio and/or responsibility for driving a P&L / client cross-sell and satisfaction metrics, plus a proven sales record with strong data analytical skills
Understanding of global cash management techniques, market and competitive trends and regulatory environment
Detailed knowledge of day to day workings of a Corporate Treasury environment, Foreign exchange, payments, Liquidity and working capital
Strong knowledge of local / regional / global cash management clearing services, products, techniques and strategies
Trusted experience in managing large complex corporate relationships in client facing management roles, demonstrating an understanding of risk management, structures, credit, products, processes, in an individual contributor capacity
Experience of working in an International Corporate Banking environment, or experience with HSBC Group Corporate products and services
Established ability in identifying and meeting customer needs through matching a broad range of products and services and in delivering creative and flexible customer solutions, to a deadline
University graduate with at least 5 years of relevant experience in cash management, banking relationship management and/or corporate product sales
The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
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$119k-162k yearly est. 4d ago
Senior Manager, Visa Crypto Solution Sales
Visa Inc. 4.5
San Francisco, CA jobs
Are you passionate about the future of stablecoin payments and driven by opportunities to scale new products and businesses? As the Senior Manager, Visa Crypto Sales & Solutions, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers. This role requires a professional with product, ecosystem, and technical acumen who can interact effectively with clients to both drive and support sales opportunities. The crypto solutions sales team works closely with Visa's crypto product and strategy teams, account managers, risk, legal, and finance to execute sales opportunities. This Senior Manager will be an early team member and involved in shaping Visa's global and regional go-to-market strategies, seller trainings and tools, and providing ecosystem feedback to influence Visa's product roadmap.
Responsibilities will include:
Provide solutioning, problem solving and sales support with key clients, enablers, and other ecosystem partners - operating as a product and blockchain subject matter expert with clients and internal stakeholders
Drive end-to-end deal flow from pre‑sales to pitch to negotiations to drive new activations and channel partnerships for Visa Crypto Solutions
Support implementation projects and coordination between sales, product, and operation teams to help Visa clients launch Visa Crypto Solutions (post‑sales support)
Help shape Go‑To‑Market strategy and execution for Visa Crypto solutions at a global level - with clients and working closely with regional counterparts on go‑to‑market and client activities
Support broader training and tooling relative to Visa Crypto solutions intended to replicate the solutioning support model across Visa account and sales teams
This is a hybrid position. Expectationofdays intheoffice will be confirmed by your Hiring Manager.
Basic Qualifications:
8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
Preferred Qualifications:
9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
6+ years of work experience with a Bachelor's Degree or 4+ with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Financial services, crypto, and/or payments industry experience required
High product acumen and solutions mindset
Proven record of implementing strategic initiatives, policies and operational decisions
Ability to form new partnerships and find new sales opportunities in white space, demonstrating commercial creativity and instincts alongside negotiation skills
Strategic thinking and thought leadership with subject matter expertise in stablecoins and blockchain technology
Teamwork, interpersonal & relationship‑building skills, and ability to lead by influence and example
Proven ability to partner, communicate and manage/navigate through multiple disciplines and organizational groups
Experience “managing up”, building Executive Level communications and delivering presentations
Ability to work within a complex and often ambiguous environment, and to influence senior management and other relevant parties
Executive presence, Strong written and oral communication, including large-group presentations
Previous experience in an operating role at a startup or high growth company preferred
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
U.S. APPLICANTS ONLY: The estimated salary range for this position is 169,100.00 to 270,800.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$122k-164k yearly est. 5d ago
Regional Sales Manager
First Bank 4.6
Newport Beach, CA jobs
Mortgage Area Sales Manager
A Mortgage Area Sales Manager leads the sales efforts of a mortgage production group by recruiting qualified candidates, establishing production goals and monitoring performance ensuring that individual and group loan production standards are met.
What You Will Be Doing
Recruiting and recommending qualified and high-performing mortgage loan originator (Home Loan Advisors) candidates for employment and ensure efficiency and effectiveness in recruitment practices, working with the Human Resources recruitment department
Setting acceptable production goals that meet or exceed the Bank's minimum standards. Coaching and mentoring performance ensuring that individual and group production goals are met and adhere to all First Bank policies and guidelines.
Working with loan production staff to ensure knowledge and understanding of all loan products and the underwriting criteria required for each area and ensuring that First Bank loan pricing guidelines and standards are followed
Traveling on a frequent basis to locations other than assigned branch/location
Providing input into group goals and annual budget. To ensure the budget is met, monitoring and approving expenses within the policies set forth by First Bank
Working closely with First Bank retail branch personnel to cross-sell products and services as opportunity arises
Interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
Bachelor's degree from a four-year college or university in finance or a related field
A minimum of three to five years related experience and/or training; or equivalent combination of education and experience
Ability to drive a car or obtain other reliable transportation is required
At least two year of previous management/supervisory experience in coaching mortgage loan sales performance is preferred
$83k-118k yearly est. 3d ago
Head of Sales Compensation Denver, CO, United States, New York, New York, United States, San Fr[...]
Gusto 4.5
Denver, CO jobs
At Gusto, we're on a mission to grow the small business economy. We manage payroll, health insurance, 401(k)s and HR so owners can focus on their craft.
About the Role
As the Head of Sales Compensation at Gusto, you will be a key leader and strategic advisor to our Sales leadership, reporting into the Head of Revenue Operations. You will own the end‑to‑end strategy, design and operationalization of all incentive compensation plans across our Sales organizations and lead a team of Sales Compensation Analysts.
What You'll Do
Strategic Leadership & Execution: Act as a strategic thought partner on incentive strategy and plan design; develop vision and execute.
Program Ownership: Lead the full lifecycle of sales compensation - planning, design, implementation, training and daily administration.
Team Leadership: Empower a team of Sales Compensation Analysts.
Operational Excellence: Improve efficiency by documenting, optimizing and automating processes.
Compliance & Governance: Implement compensation process controls and educate partners.
Performance & Analytics: Track and report on program effectiveness.
Cross‑Functional Collaboration: Partner with GTM/Sales, Sales Ops, Finance and People teams.
What We're Looking For
Experience: 10+ years in sales compensation design & operationalization; 3+ years in a leadership role within a SaaS environment.
Analytical Skills: Strong analytical and strategic design abilities.
Technical Expertise: Proficiency with Salesforce (SFDC) and Xactly.
Communication & Influence: Persuasive communicator who uses data to tell a story and influences leadership.
Problem‑Solving Mindset: Passion for sales and creative process improvement.
Adaptable & Detail‑Oriented: Highly organized with stakeholder and project management skills.
Compensation
Annual base salary range: $238,000 - $297,500 in San Francisco & New York; $202,000 - $252,500 in Denver and other remote locations. Eligible for an annual variable cash bonus up to 20% and other benefits. Final offer depends on experience.
Office Expectations
On‑site location candidates will work from the office 2-3 days per week (or more depending on role). Non‑office days require a reliable internet connection.
Equal Employment Opportunity
Gusto is an equal‑opportunity employer and does not discriminate on the basis of race, color, religion, national origin, sex, age, marital status, disability, veteran status or any other protected characteristic. Gusto considers qualified applicants with criminal histories in accordance with applicable law and provides reasonable accommodations for qualified individuals with disabilities.
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$238k-297.5k yearly 1d ago
Sr Manager - Compensation Administrator, Digital Sales
Visa 4.5
San Francisco, CA jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job Description
The Global Digital Sales team is a new team responsible for building out a digital response and sales coverage engine supporting multiple digital sales centers, enabling Visa to accelerate growth, leveraging continuous innovation with an optimized sales model while building deeper relationships with our customers. We are seeking a detail-oriented and strategically minded individual to oversee Digital Sales Compensation Operations to support our growing organization. This role serves as a strategic enabler of Digital Sales growth, responsible for architecting and optimizing global sales incentive programs that align with business priorities and drive performance. The ideal candidate will bring a blend of analytical rigor, strategic thinking, and operational excellence to ensure governance, and deliver insights that shape go-to-market effectiveness.
Key Responsibilities:
Sales Incentive Program Design & Roll Out
Partner with Global Digital Sales Center of Excellence (COE), Global Sales and Commercial Operations (GSCO), and Finance to support the design, rollout, and operationalization of sales incentive programs-including standard sales incentive program, contests, and other variable compensation mechanisms-aligned with global and regional business objectives.
Ensure all plans are compliant with corporate policies, legal standards, and local regulations across markets, and maintain robust documentation and governance frameworks for approvals, exceptions, and audits.
Operational Execution
Partner with key cross functional partners to establish end-to-end processes ensuring accurate data flow between CRM, compensation tools, and payroll systems, with strong controls for deal audit and compliance.
Monitor compensation program effectiveness, identify data integrity issues, and drive continuous process improvements.
Issue Resolution & Support
Serve as the primary point of contact for SIP-related inquiries and escalations.
Troubleshoot discrepancies in data, calculations, or plan interpretation, working with relevant teams to resolve issues.
Ensure timely and clear communication to impacted stakeholders.
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Qualifications
Basic Qualifications:
8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
Demonstrated ability to manage cross-functional projects involving Sales, Finance, HR, and Operations.
Experience designing and implementing global incentive programs across multiple regions.
Excellent communication and presentation skills. Strong attention to detail and organizational skills.
Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Preferred Qualifications:
9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
Experience supporting a sales organization.
Strong program/project management skills & strong facilitation skills.
Ability to effectively navigate and lead others in an ambiguous environment to achieve high levels of performance and deliver sustainable value to the organization by holding yourself and others accountable.
Strong relationship-management skills and ability to communicate effectively, and collaborate with, senior-to-exec management.
Strategic, analytical thinker who consistently challenges the status quo and constructively challenges the team to aim for higher ground, change agent.
Global experience preferred.
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 120,900 to 206,350 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$122k-164k yearly est. 3d ago
Service and Sales Specialist - Westminster
First Bank 4.6
Westminster, CA jobs
Banking Specialist II
This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions.
What You Will Be Doing
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Helping coach Banking Specialist I on products, services, policies and procedures.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$43k-58k yearly est. 3d ago
Commercial Card Technical Sales Representative - Pittsburgh, PA
First National Bank of Pennsylvania 3.7
Pittsburgh, PA jobs
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.
Commercial Card Technical SalesRepresentative 3
Business Unit: Treasury Management
Reports to: Director of Treasury Management
Position Overview:
This position is primarily responsible for the sale of Commercial Card Solutions Commercial and government entities. The incumbent's job duties often involve complex or innovative product solutions in order to manage and support existing clients and meet production and cross sales goals both.
Primary Responsibilities:
Sells various complex Commercial Card services to business and government entities.
Conducts sales activities on new prospects and existing clients.
Manages Commercial Card relationships on generally sophisticated client relationships.
Utilizes the Baker Hill system to record and track sales activities and provides monthly sales performance reporting to sales managers.
Conducts product training and provides regular updates on Treasury Management services to other departments.
Determines an appropriate level of product pricing including interest rate margins and establishes pricing for client relationships.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in treasury management.
Knowledge of cash management functions within client organizations including knowledge of accounts payable and accounts receivable functions.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CCM/CTP Required
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$40k-57k yearly est. 3d ago
Senior Sales & Service Representative (Universal Banker)
First Citizens Bank 4.8
Senior sales representative job at First Citizens Bank
Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a SeniorSales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.
The successful candidate will demonstrate:
Influence: Capable of building rapport with different personalities to drive positive results
Sales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility: Able to process information and move quickly through problem resolution
Responsibilities
The essential functions of the job include, but are not necessarily limited to, the following:
Proactively engaging customers in conversation about their financial needs
Opening deposit accounts and ancillary banking products
Facilitating customer awareness and education of bank services, including digital banking capabilities
Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Processing transactions and other account servicing requests
Qualifications
High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree Preferred Area of Experience: Telephone sales or banking
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************