Source Job

• Lead initiatives to grow corporate deposit balances by structuring competitive solutions and building a book of business focused on deposits.
• Develop and maintain a portfolio of corporate clients, ensuring high-quality service and strategic financial advice.
• Act as a trusted advisor, cross-selling bank products and collaborating with executive leadership, marketing, and treasury management.

Kearny Bank provides deposit solutions and relationship management for corporate clients and not-for-profit organizations. The bank focuses on sustainable deposit growth while supporting community values and has a collaborative culture spanning multiple departments.

• Develop and grow regional markets through networking, referral partnerships, and consultative business development.
• Build relationships with business owners, CPAs, bankers, and other trusted advisors to connect clients with financial support.
• Foster ongoing client relationships while focusing on market growth and expanding a regional portfolio.

Supporting Strategies empowers small to midsize business owners by providing outsourced financial and bookkeeping services. With over 800 employees and 100 offices across the U.S., they are committed to diversity, inclusion, and work-life balance.

• Engage in business development and solicitation of new business through cold calling, networking, and social media.
• Cross-sell bank products and services and recommend appropriate financial solutions to meet customer needs.
• Manage current business relationships and gather customer feedback to share with internal teams.

Moniepoint Inc. is Africa’s all-in-one financial platform, helping 20 million businesses and individuals access seamless payments, banking, credit, cross-border, and business management tools each month. They put their people first and prioritize well-being, with an inclusive culture where all voices are heard.

• Dedicated point of contact for Prestige/Executive Banking clients via virtual relationship-based offering.
• Proactively provide banking solutions meeting client needs according to specified value propositions.
• Drive profitability and build relationships through sales and client management.

Standard Bank Group is a leading Africa-focused financial services group, offering a variety of career-enhancing opportunities alongside talented professionals. They have a global presence and a culture centered on creating growth in Africa.

• Identify and close significant business opportunities for biobanking, sample preparation, and specialty lab services.
• Develop and enhance client relationships, working cross-functionally with marketing, technical support, and production.
• Attend conferences, write proposals, and manage sales pipeline using Salesforce.com.

Precision Bioservices specializes in biobanking, sample preparation, and specialty lab services for the pharmaceutical and biotech industries. As part of Precision Medicine Group, they foster a collaborative, results-driven culture focused on innovation and client success.

• Drive strategic growth by managing large national franchise accounts and identifying new business opportunities.
• Create data-driven client presentations and tailored recommendations to enhance market share and revenue.
• Ensure operational excellence through compliance, product implementation, and marketing initiatives.

Capital One is a financial services company building a leading information-based technology company to help customers succeed. They are a large, founder-led organization with a culture of ingenuity, simplicity, and humanity.

• Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
• Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
• Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.

Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.

• Expand Anchor Loans' brand presence and broker origination volume within assigned territory by developing and executing a strategic market growth plan.
• Drive broker production by exceeding sales goals through acquisition of new relationships and growth of existing partnerships.
• Serve as primary market ambassador by representing the company at industry events and utilizing CRM tools to manage relationships.

Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. Established in 1998 and owned by Pretium Partners, it has surpassed $10 billion in total fundings and values teamwork, innovation, and accountability.

• Source new client opportunities across consumer brands, leveraging networks in lending and fintech.
• Develop and manage channel partnerships with sponsors, lenders, and advisors.
• Build market presence through events and ensure pipeline cleanliness and deal mechanics.

FinanceWithin provides financial strategy and accounting services for e-commerce and CPG companies, acting as an embedded partnership from startup to exit. The firm is a lean, remote-first, high-performance team that values smart, motivated, kind people and minimal bureaucracy.

• Build and nurture strong local networks to uncover lending opportunities through community connections and referral partners.
• Drive home lending growth by developing new business and deepening member relationships across your region.
• Deliver tailored lending solutions through consultative conversations focused on exceptional service and trusted advice.

Beyond Bank is one of Australia's largest 100% member-owned mutual banks, providing personal, business, and community banking to over 300,000 members across 50+ branches. As a Certified B Corp, they prioritize social and environmental impact, with a culture centered on member obsession, community empowerment, and sustainability.

• Prospect and qualify leads via phone, email, and LinkedIn to schedule meetings for Account Executives.
• Collaborate with sales and marketing to generate pipeline and handle inbound leads.
• Maintain CRM discipline in Salesforce and stay updated on market trends.

Eltropy is a digital communications platform for community financial institutions, helping them engage securely with consumers via text, video, chat, and AI. It is a high-growth SaaS company with a mission-driven culture, values like 'No Fear' and 'Team of Owners', and offers clear career paths.

• Drive net-new revenue and achieve production targets within an assigned territory.
• Pursue sales opportunities strategically through existing channels and markets.
• Deliver compelling presentations and product demonstrations to showcase deep understanding of client needs.

Wealth.com is the industry's leading estate planning platform, empowering over 1,000 wealth management firms to modernize estate planning with a tech-led, end-to-end solution. The company has a collaborative and supportive culture, and is certified as a Great Place to Work for 2025.

• Drive business growth by developing new opportunities and maintaining existing relationships within the assigned territory.
• Manage the indirect dealership network, including training, support, and portfolio performance monitoring.
• Analyze market data, generate reports, and travel extensively to meet KPIs and support business expansion.

Grow Financial Federal Credit Union is a member-owned credit union serving over 300,000 members and 600 team members, dedicated to service over profit. They foster a collaborative culture with a focus on personal and professional growth, earning recognition as a Top Workplace.

• Develop and maintain client, customer, and partner relationships to drive retention and growth.
• Coordinate internal and external communications and manage the RFP/RFI process.
• Document and forecast sales opportunities using Salesforce and meet monthly performance metrics.

ViaPath provides technology solutions for the corrections industry. They are a growing company that fosters a diverse and inclusive work environment.

• Build and manage a healthy pipeline of qualified opportunities through outbound efforts and inbound follow-ups.
• Deliver high-impact product demos and run the full sales cycle from prospecting to closing.
• Develop long-term client relationships and record sales activity in the CRM.

Fyorin accelerates growth for digital businesses by simplifying business banking with a financial operations and treasury management platform. It is an award-winning, fast-growing startup built by a small, ambitious team in a remote-first environment.

• Proactively develop new business through prospecting, cold outreach, and networking, managing the full B2B sales cycle from lead to close.
• Build and maintain executive-level relationships, conduct customer presentations, and travel extensively for client meetings and industry events.
• Collaborate with international teams to drive sales strategy, retain accounts, and achieve revenue targets.

The partner company operates in innovative, technology-driven markets, offering high-value products and services. It has a collaborative international team across sales, marketing, research, and finance, providing significant autonomy and professional growth.

• Maintain client satisfaction and expand employer services within assigned territory for Experian's Employer Services.
• Drive sales and provide superior customer experience, interacting with business unit leaders, VP, and C-level contacts.
• Initiate client-facing sales efforts, consult with clients to construct solutions, and close deals to grow the portfolio.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across markets from financial services to healthcare, automotive, and more, with a team of 25,200 people in 32 countries.

• Proactively identify, research, qualify, and close new corporate and foundation partnership opportunities.
• Build and manage a strong pipeline of prospects while maintaining accurate forecasting and opportunity tracking.
• Develop customized proposals, presentations, and partnership materials tailored to prospective partners.

The company focuses on humanitarian impact and organizational growth through strategic partnerships. It operates with a remote-first culture and offers flexible work arrangements, emphasizing mission-driven work and collaboration.

• Manage a portfolio of live banking clients as their trusted partner after go-live.
• Conduct regular check-ins and maintain strong relationships with stakeholders.
• Handle support escalations and troubleshoot platform issues.

Prelim modernizes how financial institutions onboard and serve their customers. They are a fast-growing, remote-first startup focused on making banking more accessible for everyone.

• Conduct 120-200 calls per day to prior customers seeking additional capital.
• Assist past clients with new financing applications via phone, email, and text.
• Identify client needs and align them with appropriate product offerings.

Five Star Solutions is a fast-paced, high-growth INC 5000 company that provides financial products to business owners. It values diversity and is committed to a professional, diverse workforce.