brex
Banking Specialist
At a Glance
- Location
- New York, United States
- Experience
- 3+ years
- Compensation
- TE range for this role is USD $132,888 - $166,110. The starting wage will depen
- Department
- Sales
- Posted
- 2026-02-26T18:19:29-05:00
Key Requirements
Required Skills
Domain Knowledge
- Finance
Requirements
3+ years of outbound sales experience in financial services, fintech, or with early stage companies
Excellent communication skills to drive conversations with Executive C-Suite decision makers
Experience carrying quota and a proven track record of hitting and exceeding quotas
B.A or B.S degree from a 4-year university
Nice to have:
Responsibilities
Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep)
Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers
Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales
Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing
Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company
Focus on self-development with daily training and enablement