Careers with CBANC

We're the largest online network of verified bank and credit union professionals. Our community empowers members to collaborate, share information and lead the evolution of community banking. Every day, thousands of FI professionals leverage the CBANC community to find resources that help them implement best practices at their institution, make more intelligent vendor decisions, navigate challenges, and advance their careers. CBANC also helps our community by building bleeding edge technology or partnering with fintechs that help ensure the survival of community financial institutions across the nation.

Business Development and Account Management Representative

Job Summary:

CBANC is a small but mighty team that has built an amazing product that is now quickly growing revenue. This is a dual role for someone looking to build their sales career in a fast paced and ever changing environment. 1) We need someone to work under our Director of Business Development to help identify and secure revenue opportunities, attend demos with our sales team and provide follow up sales support, and, 2) Be an account manager who can identify and close cross-and-upsell opportunities with our existing customers. This role is for someone with 0-2 years of experience in sales or account management who is looking to develop their sales career and gain skills to become an accomplished account executive in a B2B capacity in the financial services industry.

  • Demonstrate the value propositions of CBANC’s SaaS offerings and services and be able to deliver that message to different types of clients
  • Aggressive “hunter” mentality and adept in using creative efforts in cold calling and outreach process
  • Manage all contacts and leads in to accurately and efficiently process all opportunities
  • Excel at qualifying each opportunity properly to ensure the right level of follow through and commitment
  • Work with account executives to prepare for demos and assist with follow ups. Eventually lead demos when sales is unavailable with opportunity to grow into an Account Executive role
  • Achieve monthly & quarterly opportunity generation goals and pipeline attainment goals set by the company
  • Effectively manage a large group of customers to ensure satisfaction and retention, identify new product development opportunities, and initiate and follow through with cross sell/up sell opportunities
  • Work with marketing and product to help develop sales enablement materials and customer usage and performance analytics
  • Work with marketing to help with messaging and awareness campaigns (social media experience a plus!)
  • Solid understanding of CBANC’s products and positioning within the market
  • Demonstrated work ethic and desire to generate leads over the phone
  • Excellent communication skills and the drive to turn every conversation into a sale
  • The ability to learn quickly and be a self-starter - heavy dose of intellectual curiosity
  • The ability to wear a lot of hats and multi-task effectively
  • Coachable and very motivated to have a career in sales
  • Have a keen understanding of B2B sales and buying processes
  • Are a cold calling wizard. You are not afraid to get on the phone and talk to potential customers
  • Organizes and executes specialized projects such as call­out campaigns, data updates, creating presentations
  • An impeccable attention to detail
  • Team player who can work with a small team with different roles, personalities, and levels of experience
  • Positive attitude in the face of uncertainty and rapid change
Not required but preferred -- you’ll stand out with more of these experiences:
  • Software/SaaS sales experience
  • Background in financial services and/or FinTech
  • Prior experience using Salesforce or other CRM
  • Understanding of the sales cycle and the process of lead generation
  • Writing and/or data analytics experience
  • 4 year college degree
If you think you got what it takes, contact our Director of Business Development, Cara Hayward, at