Banking Specialist | San Francisco, CA, USA

Banking Specialist | San Francisco, CA, USA

Join Brex: An AI-Powered Spend Platform That Empowers Your Career Growth

If you are looking to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry, look no further than Brex. As an AI-powered spend platform, we help companies spend with confidence. Our services are integrated with corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Our clientele includes tens of thousands of companies, ranging from startups to enterprises – including industry leaders like DoorDash, Flexport, and Compass. They rely on Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

A Diverse and Inclusive Culture at Brex

Working at Brex is not just another job – it’s a chance to dream big. Our commitment to building a diverse team and inclusive culture is one of our key differentiators. We believe that your potential should only be limited by how big you can dream. To make your dreams a reality, we empower you with the tools, resources, and support you need to grow your career.

Sales at Brex: Your Chance to Drive Growth

Sales is the backbone of Brex. It’s where we bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunities, your ambition sets the ceiling. We celebrate victories, reward performance, and ensure a team environment where everyone wins together. If you want to sell a category-defining product with real ownership, Brex’s sales team is your ideal destination.

Your Role as a Banking Specialist at Brex

As a Banking Specialist on our newly formed Banking Team, you will partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers. Your job will be to generate net-new revenue by optimizing the adoption of our business account suite of products. As a foundational team member, you will help our customers to upsell our checking, treasury, and sweep products, hence increasing total AUM for Brex, a pivotal opportunity for our overall growth.

Work Environment at Brex

This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week – Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in the office – Monday, Wednesday, and Thursday. As a perk, we also offer up to four weeks per year of fully remote work!

Responsibilities of a Banking Specialist

  • 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

Required Skills and Experience

  • 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
  • Bachelor’s degree from a 4-year university

Desirable Skills

  • Active or re-activatable Series 7 & 63 license
  • Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.

Compensation

The expected OTE range for this role is USD $132,888 – $166,110. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Brex is committed to providing a safe and secure environment for all its employees. We urge all job-seekers to be cautious of malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

Join us today and experience the opportunities and benefits of working at Brex. For more details, click Here.

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John Wick

ABJ, a Senior Writer at Luxurylaunches, brings over 10 years of automotive journalism expertise. He provides insightful coverage of the latest cars and motorcycles across American and European markets, while also highlighting luxury yachts, high-end watches, and gadgets. An authentic automobile aficionado, his commitment shines through in educating readers about the automotive world. When the keyboard rests, Sayan feeds his wanderlust, traversing the world on his motorcycle.
Picture of John Wick

John Wick

ABJ, a Senior Writer at Luxurylaunches, brings over 10 years of automotive journalism expertise. He provides insightful coverage of the latest cars and motorcycles across American and European markets, while also highlighting luxury yachts, high-end watches, and gadgets. An authentic automobile aficionado, his commitment shines through in educating readers about the automotive world. When the keyboard rests, Sayan feeds his wanderlust, traversing the world on his motorcycle.
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