# Banking Relationship Manager

**Company:** [Brex](https://hotfix.jobs/companies/brex)
**Location:** San Francisco, CA
**Role:** Account Management
**Salary:** $133k – $166k/yr
**Experience:** 3+ years
**Skills:** Outbound Sales, Financial Services, Fintech, Quota Management, Salesforce, Gong, Outreach, Series 7, Series 63, Treasury Management
**Posted:** 2026-09-11

> Manages and expands banking relationships by selling checking, treasury, and sweep products to company executives and finance leaders. The role requires at least three years of outbound financial-services, fintech, or early-stage sales experience, quota attainment, and a bachelor’s degree.

## Job Description

## Responsibilities
- Upsell existing card-only customers on Brex’s business account suite, including checking, treasury, and sweep products.
- Assist with Security Account Control Agreements (SACA) and cash covenants to support higher customer credit limits.
- Manage accounts strategically through inbound and outbound sales activities.
- Engage customers throughout the sales cycle, including prospecting, product demonstrations, onboarding, and closing.
- Develop strategic plans with cross-functional teams to drive product adoption, assets under management (AUM), and revenue.
- Complete daily training and enablement.
- Partner with Account Executives, Relationship Managers, Customer Success, and Client Sales to generate referrals.

## Requirements
- 3+ years of outbound sales experience in financial services, fintech, or early-stage companies.
- Excellent communication skills for engaging executive and C-suite decision-makers.
- Experience carrying quota with a proven record of meeting or exceeding targets.
- Bachelor’s degree from a four-year university.

## Nice-to-haves
- Active or re-activatable Series 7 and Series 63 licenses.
- Familiarity with Gong, Salesforce, Outreach, or similar sales tools.

## Compensation
- Expected on-target earnings: USD $132,888–$166,110, including base salary and commissions.
- Equity and other compensation may be included depending on the position offered.

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