This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Account Executive, Bank Sales based in United States.
This role offers an opportunity to build and grow strategic relationships within the financial services industry while contributing directly to business expansion.
You will focus on developing new partnerships with financial institutions through consultative selling and proactive account management.
The position combines business development, relationship building, and revenue generation in a fast-paced environment.
You will manage an assigned territory, create new opportunities, and guide prospects through the full sales cycle.
Working closely with internal teams, you will deliver tailored financial solutions and strengthen long-term client partnerships.
This is an ideal opportunity for a driven sales professional looking to grow within a collaborative and high-performance culture.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Account Executive, Bank Sales based in United States.
This role offers an opportunity to build and grow strategic relationships within the financial services industry while contributing directly to business expansion.
You will focus on developing new partnerships with financial institutions through consultative selling and proactive account management.
The position combines business development, relationship building, and revenue generation in a fast-paced environment.
You will manage an assigned territory, create new opportunities, and guide prospects through the full sales cycle.
Working closely with internal teams, you will deliver tailored financial solutions and strengthen long-term client partnerships.
This is an ideal opportunity for a driven sales professional looking to grow within a collaborative and high-performance culture.
Accountabilities:
- Build and develop a portfolio of financial institution relationships within an assigned territory.
- Drive new business acquisition through prospecting, outreach, networking, and market development strategies.
- Identify, qualify, and convert prospective clients into active revenue-generating relationships.
- Manage the complete sales process, including lead generation, relationship development, negotiations, and deal execution.
- Develop strong knowledge of financial products, solutions, and market positioning to effectively advise clients.
- Create and maintain a healthy sales pipeline while prioritizing high-value opportunities.
- Establish trusted partnerships with banking clients through consistent communication and value-driven engagement.
- Collaborate with internal teams to ensure smooth execution and strong customer outcomes.
- Represent the organization at industry conferences, association events, and client meetings.
- Monitor territory performance and implement strategies to maximize growth opportunities.
- Bachelor’s degree preferred.
- Experience in business development, new business sales, account management, or financial services is highly preferred.
- Proven ability to build sales pipelines, prospect effectively, and convert opportunities into revenue.
- Strong track record of achieving sales targets through proactive outreach and relationship management.
- Excellent communication, negotiation, presentation, and interpersonal skills.
- Ability to manage a territory independently while prioritizing multiple opportunities and client needs.
- Strong organizational skills and discipline in managing sales activity, forecasting, and customer relationships.
- Self-motivated, ambitious, and comfortable working in a fast-paced, growth-oriented environment.
- Willingness to travel regularly within the assigned territory, including occasional industry events and client meetings.
- Competitive compensation package with opportunities for performance-based rewards.
- Medical, prescription, dental, and vision coverage for employees and eligible family members.
- Competitive paid time off and vacation policies.
- Monthly wellness day opportunities to support work-life balance.
- Company-sponsored retirement plan with employer contributions after eligibility requirements are met.
- Training, professional development, and certification opportunities.
- Recognition programs and awards celebrating employee achievements.
- Opportunities to participate in community initiatives and volunteer programs.
- Remote work flexibility with travel requirements based on business needs.
As an Associate Account Executive, you will be responsible for expanding financial institution partnerships, generating new business opportunities, and managing a sales territory with a strong focus on revenue growth and client success.
Requirements:
The ideal candidate is a motivated sales professional with strong relationship-building skills, a results-oriented mindset, and the ability to thrive in a competitive financial services environment.