Talent.com
Banking Specialist
Banking SpecialistBrex • San Francisco, California, United States
No se aceptan más aplicaciones
Banking Specialist

Banking Specialist

Brex • San Francisco, California, United States
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Why join us

Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Sales at Brex
Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do
As a Banking Specialist on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products. As a foundational member of the team, you will work closely with our customers to upsell our checking, treasury, and sweep products to ultimately increase total AUM for Brex, a pivotal opportunity for Brex's overall growth.

You will have the opportunity to work with all sizes of companies, ranging from small startups that are just starting to scale, all the way up to large mid-market and enterprise customers.

Where you'll work
This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

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
  • Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals

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

Bonus points

  • Series 7 & 63 license (active or able to be re-activated)
  • Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.

Compensation
The expected OTE range for this role is USD $132,888 - $166,110. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Crear una alerta de empleo para esta búsqueda

Banking Specialist • San Francisco, California, United States

Ofertas similares

Investment Banking Associate

GoodGame AdvisorsSan Francisco, CA, United States
A tiempo completo

This will be a joint role with time split across functions at GoodGame Advisors and Griffin Gaming Partners.GoodGame Advisors LLC is a boutique advisory firm centered on providing trusted advice, l...Mostrar más

 • Oferta promocionada

Strategic Client Partner, Banking & Capital Markets (Remote)

Inizio Partners CorpSan Francisco, CA, United States
Teletrabajo
A tiempo completo

A leading consulting firm is seeking a Client Partner specialized in Banking & Capital Markets to join their team in San Francisco or remotely.The ideal candidate will have 8-10 years of experience...Mostrar más

 • Oferta promocionada

Intuitive Operation Automation (IOA/BPO) Service Line Sales Specialist - Finance & Accounting

CognizantPoint Richmond, CA, US
A tiempo completo

Service Line Sales Manager - F&A.Cognizant’s Digital Finance & Accounting (F&A) services help transform our clients’ F&A ecosystems.We provide Operations services to more than 140 clients across in...Mostrar más

 • Oferta promocionada

Associate, Investment Banking- Technology

Cantor FitzgeraldSan Francisco, CA, United States
A tiempo completo

Associate, Investment Banking- Technology.This range is provided by Cantor Fitzgerald.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Associate,...Mostrar más

 • Oferta promocionada

Tech Banking Associate: Drive Innovation & Growth

JPMorganChaseSan Francisco, CA, United States
A tiempo completo

A leading financial institution in California is seeking a Technology Associate Banker.In this role, you will build relationships, develop new business, and leverage innovative solutions for client...Mostrar más

 • Oferta promocionada

Tech Banking Associate: Build Innovation Relationships

JPMorgan Chase & Co.San Francisco, CA, United States
A tiempo completo

A leading financial services firm in San Francisco seeks a Technology Associate Banker to drive client relationships and innovation in the Technology industry.In this role, you will build market sh...Mostrar más

 • Oferta promocionada

Client Partner - Banking & Capital Markets (VP, West Coast)

Inizio Partners CorpSan Francisco, CA, United States
A tiempo completo

Client Partner - Banking & Capital Markets (VP, West Coast).Job Openings Client Partner - Banking & Capital Markets (VP, West Coast).About the job Client Partner - Banking & Capital Markets (VP, We...Mostrar más

 • Oferta promocionada

Relationship Manager Business Banking Sr

City National BankSan Francisco, CA, United States
A tiempo completo

Relationship Manager Business Banking Sr.Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas.Actively engages in the sales proc...Mostrar más

 • Oferta promocionada

Corporate Banking Associate, Native American Gaming

KeyCorpSan Francisco, CA, United States
A tiempo completo

Location: 1 California Street, San Francisco California.We are currently looking to add a Corporate Banking Associate to our Native American Financial Services Team.Native American Financial Servic...Mostrar más

 • Oferta promocionada

Investment Banking Associate, Technology - San Francisco

Moelis & CompanySan Francisco, CA, United States
A tiempo completo

Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ D...Mostrar más

 • Oferta promocionada

Healthcare Investment Banking Associate — SF

Mizuho Financial Group Inc.San Francisco, CA, United States
A tiempo completo

A leading global financial institution is seeking an Associate in their Investment & Corporate Banking division in San Francisco.The successful candidate will be involved in designing, originating,...Mostrar más

 • Oferta promocionada

Banking Specialist

Brex Inc.San Francisco, CA, United States
A tiempo completo

Brex is the AI-powered spend platform.We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses.Tens of ...Mostrar más

 • Oferta promocionada

Private Equity & Investment Banking Specialist (Remote | $90 –$150/hr)

Call For ReferralSan Francisco, CA, United States
Teletrabajo
A tiempo parcial

Private Equity & Investment Banking Specialist (Remote | $90 –$150/hr).This range is provided by Call For Referral.Your actual pay will be based on your skills and experience — talk with your recru...Mostrar más

 • Oferta promocionada

Tech Investment Banking VP – M&A & Capital Markets

Citigroup Inc.San Francisco, CA, United States
A tiempo completo

A leading global financial services firm is seeking a senior VP Banker in San Francisco, responsible for assisting clients in raising capital and providing strategic advisory for financial transact...Mostrar más

 • Oferta promocionada

Remote Commercial Banking Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationRedwood City, California
Teletrabajo
A tiempo completo +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Mostrar más

 • Oferta promocionada

FinTech Strategy & Insights Associate

Financial Technology Partners LPSan Francisco, CA, United States
A tiempo completo

A leading financial advisory firm seeks a FinTech Strategic Insights Associate in San Francisco or New York City.The role requires 3–5 years of experience in investment banking or related fields, s...Mostrar más

 • Oferta promocionada

Healthcare Investment Banking Analyst / Associate

TEEMA Solutions GroupSan Francisco, CA, United States
A tiempo completo

Healthcare Investment Banking Analyst / Associate – Career Launch AI Talent Network.San Francisco, CA & New York, NY.This Healthcare Investment Banking Analyst/Associate posting.Career Launch AI pr...Mostrar más

 • Oferta promocionada

Remote Investment Banking Specialist ($100/hr) - 42463

TuringSan Francisco, CA, United States
Teletrabajo
A tiempo completo

Turing is seeking Finance Professionals with strong.Investment Banking backgrounds.AI systems learn and reason about complex financial transactions.M&A, IPOs, and deal structuring.AI interprets and...Mostrar más