Associate Account Executive, Bank Sales

New
Based in United StatesFull-TimeEntry
Salary not disclosed
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Job Details

Required Skills
Business DevelopmentNegotiationAccount ManagementRelationship managementLead Generation

Requirements

  • 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.

Responsibilities

  • 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.
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