Banking Relationship Manager

📋 Description

• Work with existing card only customers to upsell our business account suite of products
• Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher
• Become trusted account advisors by managing accounts and being strategic in both inbound and
• Engage with businesses at all points of the sales cycle - including prospecting, product
• Develop strategic plans with cross-functional team members to drive adoption of our products, more
• Focus on self-development with daily training and enablement

🎯 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

🎁 Benefits

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