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Banking Specialists Manager

BrexSan Francisco, California, United States
On-site Full-time $194.4K/yr - $242.9K/yr

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Experience Level

Manager

Qualifications

To excel in this role, candidates should possess:Proven experience in managing teams within the banking or fintech sectors. Strong understanding of financial products and services, particularly business banking solutions. Exceptional leadership skills with a focus on mentorship and team development. Excellent communication and interpersonal abilities, capable of engaging with senior finance professionals. A results-oriented mindset with a track record of achieving and exceeding targets.

About the job

Join Our Team at Brex

Brex is a cutting-edge AI-driven spend platform that empowers businesses to manage their expenditures with confidence. We provide integrated corporate cards, banking solutions, and global payment options, alongside user-friendly software for travel and expenses. Our platform is trusted by tens of thousands of companies, from startups to large enterprises, including notable names like DoorDash, Flexport, and Compass. With Brex, businesses can proactively manage spending, minimize costs, and enhance operational efficiency on a global scale.

At Brex, you will have the opportunity to challenge yourself, disrupt the norm, and collaborate with some of the brightest minds in the industry. We are dedicated to fostering a diverse team and an inclusive culture, believing that your potential should only be limited by your imagination. We support your career growth by equipping you with the necessary tools, resources, and encouragement.

Sales at Brex

Our sales team is the driving force behind Brex’s growth. We attract new clients, enhance existing partnerships, and contribute significantly to the company’s financial success. With limitless territories and uncapped earning potential, your ambitions can reach new heights. We celebrate our successes together and recognize outstanding performance. If you want to sell a revolutionary product where you can take ownership, this is the team for you.

Your Role

As the Banking Specialist Manager, you will lead and expand a high-achieving team of Banking Specialists dedicated to promoting the adoption of Brex’s business account offerings, including checking, treasury, and sweep products. The Banking Specialist team plays a crucial role in increasing Assets Under Management (AUM), enhancing customer relationships, and maximizing long-term revenue across Brex’s clientele.

In this leadership position, you will coach, develop, and inspire a team that works closely with Founders, CFOs, Controllers, and other senior finance executives. You will blend strategic leadership with hands-on deal support, operational excellence, and cross-department collaboration to ensure your team surpasses targets while delivering an exceptional customer experience. This role is perfect for a leader who thrives in dynamic fintech or banking environments, possesses robust financial services expertise, and is passionate about nurturing teams that serve as trusted financial advisors to clients.

Key Responsibilities

  • Manage, mentor, and coach a team of Banking Specialists to consistently meet and exceed AUM and revenue objectives.
  • Promote a culture of accountability, continuous improvement, and customer-centric sales.
  • Conduct regular one-on-ones, deal reviews, pipeline evaluations, and performance coaching.
  • Oversee team performance against established metrics and drive strategic initiatives.

About Brex

Brex is an innovative AI-powered spend management platform designed to assist businesses in confidently controlling their spending through integrated solutions. Our approach includes corporate cards, banking services, global payments, and sophisticated software for managing travel and expenses. Our clientele ranges from emerging startups to established enterprises, all leveraging Brex to optimize their financial operations and achieve greater efficiency.

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