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Banking Specialist at Brex | San Francisco

BrexSan Francisco, California, United States
Hybrid Full-time $132.9K/yr - $166.1K/yr

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Experience Level

Entry Level

Qualifications

To excel in this role, you should possess strong communication skills, a passion for customer engagement, and the ability to drive product adoption. Previous experience in banking or financial services is preferred, along with a track record of successful sales and relationship management. A proactive mindset and a collaborative spirit will be essential as you work with diverse clients to meet their financial needs.

About the job

Why join us

At Brex, we are revolutionizing the way businesses manage their finances with our AI-powered spend platform. Our integrated corporate cards, banking solutions, and global payment options empower companies—from ambitious startups to established enterprises like DoorDash, Flexport, and Compass—to spend confidently, optimize costs, and enhance efficiency on a global scale.

Joining Brex means pushing the boundaries of innovation, challenging conventional wisdom, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse and inclusive culture, believing that your potential should only be limited by your ambitions. Here, we equip you with the tools, resources, and support necessary to advance your career.

Sales at Brex
Sales serve as the growth engine at Brex. We attract new customers, deepen existing relationships, and enhance the company’s profitability. With unlimited territories and uncapped opportunities, your drive defines your success. We celebrate our achievements together and recognize outstanding performance. If you’re eager to promote a category-defining product and take ownership of your role, you’ll thrive on our team.

What you’ll do
As a Banking Specialist on our newly established Banking Team, you'll collaborate directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to generate new revenue by optimizing their use of our suite of business account products. As a key member of the team, you'll work closely with our customers to upsell our checking, treasury, and sweep products, significantly contributing to Brex’s overall growth by increasing total assets under management (AUM).

Your role will involve engaging with a diverse range of companies, from emerging startups to large mid-market and enterprise clients.

Where you'll work
This position is based in our San Francisco or New York City office. We operate in a hybrid work environment that blends the energy and networking opportunities of in-office work with the flexibility of remote work. Currently, we require a minimum of two coordinated days in the office per week, specifically on Wednesdays and Thursdays. Starting February 2, 2026, this will increase to three days—Monday, Wednesday, and Thursday. Additionally, we offer up to four weeks of fully remote work each year!

About Brex

Brex is an innovative financial technology company that provides an AI-driven spend platform designed to help businesses navigate their financial operations efficiently. Our services include integrated corporate cards, banking solutions, and global payment systems, catering to a wide range of clients from startups to large enterprises. We prioritize building a diverse and inclusive workplace where employees can thrive and achieve their career aspirations.

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