Brex · 5 months ago
Banking Specialist
New York, New York, United States
Full-time
Onsite
Mid Level
$144K/yr - $175K/yr
3+ years expBrex is an AI-powered spend platform that helps companies manage their spending through integrated corporate cards and banking solutions. The Banking Specialist will partner with executives to optimize the adoption of Brex's business account suite, focusing on upselling products and driving revenue growth.
BankingCredit CardsFinancial ServicesFinTech
Responsibilities
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
Qualification
Required
Series 7 & 63/65 license (active or able to be re-activated)
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
B.A or B.S degree from a 4-year university
Benefits
Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
Company
Brex
Brex is a financial service and technology company that provides business credit cards and cash management accounts.
1001-5000 employees
H1B Sponsorship
Brex has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (53)
2022 (65)
2021 (70)
2020 (37)
Funding
Current Stage
Late StageTotal Funding
$1.7BKey Investors
CitiTiger Global ManagementDST Global
2026-01-22Acquired
2025-01-13Debt Financing· $235M
2023-07-25Series Unknown
Leadership Team
Pedro Franceschi
Founder and CEO
James Reggio
Chief Technology Officer
Recent News
2026-01-25
2026-01-25
2026-01-25
Company data provided by crunchbase