# Banking Specialist

**Company:** [Brex](https://hotfix.jobs/companies/brex)
**Location:** San Francisco, CA, New York, NY
**Role:** Account Management
**Salary:** $133k – $166k/yr
**Experience:** 3+ years
**Skills:** Salesforce, Gong, Outreach, Outbound Sales, Fintech, Financial Services, Quota Carrying, C-Suite Sales, Product Demos, Treasury Products
**Posted:** 2026-02-26

> Upsell Brex's banking products (checking, treasury, sweep) to existing customers, partnering with executives to drive revenue and AUM growth. Requires 3+ years outbound sales in fintech/financial services, quota experience, and bachelor's degree.

## Job Description

## What you’ll do
As a Banking Specialist on our newly formed Banking Team, you will partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to generate net-new revenue by optimizing adoption of our business account suite of products. You will work closely with customers to upsell checking, treasury, and sweep products to increase total AUM for Brex.

You will work with all sizes of companies, from small startups to large mid-market and enterprise customers.

## 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.

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