Banking Specialist

Brex · San Francisco, California, United States · Sales · listed August 27, 2026

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The shape of it

Seniority
Mid level
Experience asked
3+ years
Where
Hybrid
Stated pay
$132,888 – $166,110 USD
Requirements listed
4
Length
715 words

What it asks for · 4

  • 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

Also a plus

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

What the job covers

  • 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

Degree language

  • B.A or B.S degree from a 4-year university

Tools and skills named

Go to market
  • Outbound3×
  • Customer success
  • Quota
  • Salesforce
Security & compliance
  • Security
Ways of working
  • Cross-functional

Words the posting leans on

  • account5×
  • sales5×
  • customers3×
  • products3×
  • drive2×
  • executive2×
  • experience2×
  • higher2×
  • outbound sales2×
  • points2×
  • quota2×
  • strategic2×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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How this page was made

An automated read of a public job posting, fetched August 30, 2026 and last changed by Brex on August 27, 2026. Every list above is pulled from the posting’s own sentences — nothing rewritten, nothing added, no judgment about the role or the company. Counts and seniority are read off the text by rule, so they can be wrong where the posting is unusual. The original is the only thing that binds. Openings close without warning; check the source before spending an evening on it.