Talent.com
Channel Sales Associate - Bank

Channel Sales Associate - Bank

PaychexSan Francisco, CA, United States
3 days ago
Job type
  • Full-time
Job description

Overview

Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1-49 employees to achieve revenue results.

Responsibilities

  • Responsible for meeting unit and revenue expectations.
  • Presents Paychex products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
  • Schedules appointments and visits to assigned bank branches to secure referrals.
  • Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference for in-person or virtual interaction to increase revenue and market share.
  • Presents to bank partners on Paychex products and services to educate and build value in the partnership.
  • Analyzes customer needs and interests to determine which products are appropriate and refers to the appropriate party when necessary.
  • Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
  • Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by dates set by Sales management to assist with forecasting.
  • Works with bank partners to identify business account holders who would be a good fit for Paychex’s services and calls on those account holders with bank partners.
  • Partner with other sales divisions on a “team selling” approach for referrals over 49 employees to increase client / prospect experience and revenue results.

Qualifications

  • H.S. Diploma - Required
  • Bachelor's Degree - Preferred
  • 2 years of experience in Sales
  • 2 years of experience in B2B Sales
  • Valid Driver's License - Required
  • Compensation

    In the spirit of pay transparency, the compensation range for this position is typically between $61,000 - $94,000. This range includes base pay plus commissions but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and / or experience which may result in total compensation outside of this range.

    Live the Paychex Values

  • Act with uncompromising integrity.
  • Provide outstanding service and build trusted relationships.
  • Drive innovation in our products and services and continually improve our processes.
  • Work in partnership and support each other.
  • Be personally accountable and deliver on commitments.
  • Treat each other with respect and dignity.
  • What\'s in it for you?

  • We value your well-being : We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
  • We value your time : From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
  • We value your development : Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
  • We value your perspective : Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
  • We value our communities : We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
  • Not sure if you meet every requirement? At Paychex, we know that great talent comes in many forms. If you\'re passionate about the role but don\'t check every box, we still encourage you to apply. You might be the right fit – either for this position or another opportunity with us. Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.

    #J-18808-Ljbffr

    Create a job alert for this search

    Sales Associate • San Francisco, CA, United States

    Related jobs
    • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - HeadquartersSan Francisco, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Channel Sales Engineer - East

    Channel Sales Engineer - East

    CorelightSan Francisco, CA, United States
    Full-time
    Towards the end of our interview process is an in-person interview.Do you want to help make the world safe from cyber attack?. At Corelight, we believe that the best approach to cybersecurity risk s...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking Business & Tech-Enabled Services M&A Associate 2

    Investment Banking Business & Tech-Enabled Services M&A Associate 2

    Prospect Rock PartnersSan Francisco, CA, United States
    Full-time
    Our client, a leading international investment bank, is seeking an Associate 2 level banker to join their Business & Tech-Enabled Services team in San Francisco. This established global firm operate...Show moreLast updated: 5 days ago
    • Promoted
    Branch Relationship Banker - Fremont, CA

    Branch Relationship Banker - Fremont, CA

    BankTalent HQFremont, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Banking Associate - Tech Group

    Senior Investment Banking Associate - Tech Group

    Blacklock GroupSan Francisco, CA, United States
    Full-time
    Investment Banking & Private Equity Recruitment / TMT Specialist.This range is provided by Blacklock Group.Your actual pay will be based on your skills and experience — talk with your recruiter to ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Relationship Manager III (Commercial Loan Officer III)

    Client Relationship Manager III (Commercial Loan Officer III)

    United Business BankWalnut Creek, CA, United States
    Full-time
    Walnut Creek 1 - Walnut Creek, CA.Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supporte...Show moreLast updated: 30+ days ago
    • Promoted
    Treasury Sales Associate

    Treasury Sales Associate

    JPMorganChaseSan Francisco, CA, United States
    Full-time
    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will...Show moreLast updated: 5 days ago
    • Promoted
    Senior Relationship Banker

    Senior Relationship Banker

    East West BancorpSan Francisco, CA, US
    Full-time
    Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ban...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Associate Relationship Manager - Technology

    Associate Relationship Manager - Technology

    California StaffingSan Francisco, CA, US
    Full-time
    Associate Relationship Manager (Commercial Banking Program Associate).Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager to join the Banker Development ...Show moreLast updated: 5 hours ago
    • Promoted
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationRichmond, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 10 days ago
    • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay BankSan Francisco, CA, United States
    Full-time
    Relationship Banker I – Cathay Bank.Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that sup...Show moreLast updated: 5 days ago
    • Promoted
    Consumer & Business Banking Senior Relationship Banker, Belmont, MA

    Consumer & Business Banking Senior Relationship Banker, Belmont, MA

    Banco Santander SABelmont, CA, United States
    Full-time
    Relationship Banker, Belmont, MACountry : United States of America • •Your Journey Starts Here : • •Santander is a global leader and innovator in the financial services industry.We believe that our emplo...Show moreLast updated: 5 days ago
    • Promoted
    Associate Banker

    Associate Banker

    Bank of MontrealSan Jose, CA, United States
    Part-time
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 19 days ago
    • Promoted
    Associate Banker - Life Sciences Banking - Associate

    Associate Banker - Life Sciences Banking - Associate

    JPMorgan Chase Bank, N.A.San Francisco, CA, United States
    Full-time
    You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as a Life Sciences Associate Banker is for you. As an associate banker in our Life Scienc...Show moreLast updated: 2 days ago
    • Promoted
    Relationship Manager AssociateCategorySales & Relationship ManagementJob Id2025-0025037LocationSan Francisco, CA, United StatesPosting Start Date10 / 14 / 2025Anticipated Posting End Date10 / 29 / 2025Job TypeFull time

    Relationship Manager AssociateCategorySales & Relationship ManagementJob Id2025-0025037LocationSan Francisco, CA, United StatesPosting Start Date10 / 14 / 2025Anticipated Posting End Date10 / 29 / 2025Job TypeFull time

    US BankSan Francisco, CA, US
    Full-time
    Relationship Manager Associate.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show moreLast updated: 30+ days ago
    • Promoted
    Tech Secondaries Investment Associate — Bay Area

    Tech Secondaries Investment Associate — Bay Area

    Dartmouth PartnersSan Francisco, CA, United States
    Full-time
    A top-tier investment firm in Menlo Park is seeking an Associate to join their Tech-focused M&A team.Ideal candidates include pre-MBA Investment Bankers with 2-4 years of experience or current PE A...Show moreLast updated: 2 days ago
    • Promoted
    Senior Premier Relationship Manager

    Senior Premier Relationship Manager

    BMO FinancialOrinda, CA, US
    Part-time
    Retail Banking Sales & Service.This is a licensed position requiring the SIE, Series 6, 63, Life and Health.The mission of Premier Services is to help mass affluent clientele make real financia...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Banker

    Associate Banker

    BMO Financial GroupNovato, CA, United States
    Part-time
    Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...Show moreLast updated: 19 days ago