Entry Level Sales Consultant - Bank

Work with assigned bank partners to earn business referrals and sell our products and services to prospects with 1-49 employees to achieve revenue results.

• Responsible for meeting unit and revenue expectations.
• Presents products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
• Schedules appointments and visits assigned bank branches to secure referrals.
• Leverage the Go-to-Market Sales Strategy to identify customers needs and present the company solution to key stakeholders and decision makers in accordance with the client s preference on in person or virtual interaction to increase revenue and market share.
• Presents to bank partners on company products and services to educate and to build value in the partnership.
• Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
• Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
• Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
• Works with bank partners to identify business account holders who would be a good fit for our services and calls on those account holders with bank partners.
• Partner with other sales divisions on team selling approach for any referrals over 49 employees to increase client/prospect experience and increase revenue results.

• Act with uncompromising integrity.


• Provide outstanding service and build trusted relationships.


• Drive innovation in our products and services and continually improve our processes.


• Work in partnership and support each other.


• Be personally accountable and deliver on commitments.


• Treat each other with respect and dignity.

• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.


• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.


• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.


• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.


• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.






• Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

We know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.


We an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.