The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the typ
Jobs in United States
Sales Account Executive 3 in United States
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Explore current sales account executive 3 jobs across United States. Filter by work mode, employment type, experience, department, date posted and distance.
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
From $145.3K/yr
Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. The Zscaler Sales and Go-to-Market team is a global group of professionals who are passionate about delighting our customers, nurturing trusted partnerships, and sharing their expertise to lead a secure, cloud-enabled digital future and further cement our position as the world leader in cloud security. Sales, Customer Success, Sales Enablement, Solution Architects, Business Development, Transformation, and Technology Partnerships all work together to demonstrate the power and agility of Zscaler cloud transformation to the world. About the Role We are looking for an Account Executive in DoW supporting Army, to join our Sales and Go-to-Market team. Reporting to the Regional Director, you will be part of a global group of professionals passionate about delighting our customers, nurturing trusted partnerships, and sharing expertise to drive a secure, cloud-enabled digital future. By demonstrating the power and agility of clo
From $113.4K/yr
Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. About the Role We are looking for a Product Sales Account Executive to join our Sales and Go-to-Market team. This role can be based in any major city within San Francisco, Rockies or OH Valley area, reporting to the Director, SecOps. You will support a specific region, acting as the primary specialist to drive revenue growth within the security operations product suite, including unified vulnerability management, deception and threat hunting. You will lead the charge in demonstrating the power of cloud transformation to cement our position as a global leader in cloud security. What you’ll do (Role Expectations) Serve as the primary specialist for customers, partners, and internal teams to drive revenue growth across the security operations product portfolio Partner with domain-expert solution engineers to capture customer requirements and craft compelling value propositions that close complex business deals Own the regio
From $70K/yr
Payments is one of the fastest-moving corners of fintech, and NMI is right in the middle of it. We're hiring a Sales Account Executive to grow NMI's partner network — signing new ISOs, agents, next-gen ISOs and merchant account resellers across an assigned U.S. territory. This is a new-business role: most of your time will go to finding, qualifying and closing partnerships that don't exist yet. You'll build and manage a pipeline of prospective partners, run your own outbound prospecting, and turn first conversations into signed partnerships that expand NMI's footprint. You'll own an assigned territory to bring new partners on board and set them up to succeed. New business development is the core of this job. We'll set you up for it with a structured ramp that includes product and platform training, territory planning with your manager, and inbound leads to work while your outbound pipeline builds. About NMI NMI, a global leader in payment technologies, allows software and sales professionals to deliver payment innovations to their clients without having to build payment expertise in house. NMI enables our partners with choice, and challenges the one-size-fits-all approach to payments. You've probably used NMI in the last 24 hours without even realizing it. We're the platform that powers success for innovative tech created by SMBs, entrepreneurs and fintech startups. We're creative problem solvers who help visionaries smash through boundaries and think beyond what's possible so they can think about what's next. But we're not just built for the tech savvy. We democratize the latest payments technology so that everyone can realize the benefits of easy payments across the full spectrum of commerce. Our mission is to use our expertise to enable more payments, in more ways and more places. We provide ISOs, Fintech Innovators and Technologists the freedom to focus on what they do best, liberating them from restricted payment solutions and giving them access to the latest p
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. About the Team Plaid's go-to-market teams combine deep product and industry knowledge to bring Plaid to an ever-broadening set of businesses. We believe every company — and especially banks themselves — can benefit from better technology and access to data, and that consumers benefit when the products available to them are powered by the best in open banking technology. The Banking & Wealth segment is one of Plaid's fastest-growing and most strategic investment areas, serving community banks, credit unions, regional financial institutions, wealth management firms, and marquee financial institution logos. The segment spans both new business sales and ongoing account management, and works closely with key ecosystem partners across use cases including online account opening, consumer lending, asset verification, and fraud prevention. Role Overview Plaid is looking for a proven revenue leader to own and grow our Banking & Wealth segment end-to-end — holding full P&L responsibility across an organization spanning both sales (Account Executives and first-line AE Managers) and account management. This is a foundational, highly visible leadership role for someone who is a buil
About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Drive exceptional client growth and empower global trade as a Senior Sales Manager at Flexport. The opportunity: The Sales team at Flexport is at the forefront of redefining global trade, empowering our clients to navigate complex supply chains with ease. As a Senior Sales Manager, you will lead and mentor a high-performing team of Account Executives who are dedicated to maximizing growth within our existing client base. You'll partner closely with net new sales, operations, and product teams to develop and execute strategies that deepen client relationships and unlock significant value. This is an opportunity to directly impact Flexport's mission by fostering client success and expanding our footprint in critical markets, tackling challenges in a fast-paced, collaborative environment. You will: Lead, coach, and develop a team of high-performing Account Executives focused on growing existing client relationships. Develop and execute strategic account growth plans, identifying and capitalizing on opportunities to expand Flexport's services within key client portfolios. Partner cross-functionally with Account Management, Operations, and Product teams to ensure seamle
About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Drive exceptional client growth and empower global trade as a Senior Sales Manager at Flexport. The opportunity: The Sales team at Flexport is at the forefront of redefining global trade, empowering our clients to navigate complex supply chains with ease. As a Senior Sales Manager, you will lead and mentor a high-performing team of Account Executives who are dedicated to maximizing growth within our existing client base. You'll partner closely with net new sales, operations, and product teams to develop and execute strategies that deepen client relationships and unlock significant value. This is an opportunity to directly impact Flexport's mission by fostering client success and expanding our footprint in critical markets, tackling challenges in a fast-paced, collaborative environment. You will: Lead, coach, and develop a team of high-performing Account Executives focused on growing existing client relationships. Develop and execute strategic account growth plans, identifying and capitalizing on opportunities to expand Flexport's services within key client portfolios. Partner cross-functionally with Account Management, Operations, and Product teams to ensure seamle
$70K – $120K/yr
CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for a Business Development Representative to help grow CLEAR’s Healthcare business by building pipeline and creating qualified opportunities with healthcare organizations and prospective partners. You’ll combine thoughtful prospecting, compelling storytelling, and curiosity about our customers to introduce healthcare leaders to CLEAR’s identity solutions and help make healthcare experiences safer and easier. What you'll do: Own pipeline generation across inbound and outbound channels, consistently creating high-quality opportunities for CLEAR’s Healthcare business Prospect and engage healthcare decision-makers through strategic, personalized outreach across email, phone, social selling, and other channels Understand prospective customers, their needs, their challenges, and the healthcare landscape to clearly articulate how CLEAR’s identity solutions can create value Partner closely with Sales and Account Executives to qualify prospects, uncover opportunities, and build pipeline that converts into revenue Collaborate with Marketing, Sales, and Product to sharpen messaging and go-to-market strategies, using data and insights to continuously improve outreach, conversion, and efficiency How you'll measure success: Qualified healthcare pipeline generated and influenced against quarterly targets Achievement of outbound activity, response, meeting conversion, and opportunity generation targets Revenue contribution from sourced opportunities, including pipeline quality, velocity, and conversion to closed-won business
From $211K/yr
We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your Opportunity: If you seek to bring new, disruptive ideas to the enterprise software market, it is time for your next big challenge. We are looking for a Mid-Enterprise Account Executive to join our extraordinary Mid-Enterprise Sales team. This is a chance to work with a "challenger brand" mentality—offering you the chance to do things you might not have been allowed to do before. You will be crucial in steering where we are headed. This is a remote opportunity, meaning you can forget the daily traffic jams and commute from your bedroom to your home office in moments. However, you won't be isolated; you will be out in the field making things happen across the Northeast region. What You'll Do: Build Relationships Face-to-Face: You will have frequent face-to-face meetings with clients, perfect for someone who thrives in social settings. You will focus on customers within the Northeast region, building genuine connections rather than just sending emails. Enjoy Autonomy and Trust: You will have the freedom to follow your instincts and make your own decisions. We trust you to manage your own schedule, balancing your home office time with necessary travel. Engage at the Highest Levels: You will navigate complex organizations and present to multiple decision-makers, including the "C-Suite," ensuring our value proposition is heard by those who matter most. Drive Market Impact: You will help companies across every size and vertical improve their customer experience and accelerate th
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