At IntraFi, we prosper by working hard in an open and creative environment. Our employees enjoy the flexibility of a hybrid work environment (flexible telework/remote schedule) along with robust benefits and career growth opportunities. Our efforts to create and maintain a culture that values our people have led us to be designated among the top fintech companies to work for by American Banker. IntraFi has also been recognized as one of the best places to work by the Washington Post’s Top Workplaces and the Washington Business Journal’s Best Places to Work. Our company is also recognized among Fortune’s lists of Best Workplaces—Small & Medium Businesses and Best Workplaces in Financial Services and Insurance.
Headquartered in Arlington, Virginia, IntraFi – the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits – provides dynamic, all-weather balance sheet and liquidity management solutions to help financial institutions grow franchise value. The company, chosen by thousands of banks since its founding over two decades ago, has assembled the largest bank network of its kind. Its solutions help institutions to acquire high-value, local relationships; purchase funding; and reduce collateralization costs.
Your Role
Do you rise to a challenge by providing creative, resourceful solutions? Do you enjoy developing and cultivating bank executive relationships? Do you get satisfaction from helping financial institutions achieve their funding goals? Do these questions excite you? Do they define you? If so, we have an opportunity for you on our Sales Team. Promoting the use of our innovative suite of products, you will work with an established network of banks to meet their funding needs, and you will cultivate and grow network membership with prospective banks.
Your Responsibilities
- Making sales calls and prospecting calls to nonmember accounts by creatively engaging bank decision makers
- Fostering relationships with current network members, both active and dormant
- Identifying solutions to client problems and offering a range of value-added alternatives, including holding strategy discussions and bank-level trainings
- Coordinating and communicating bank interactions with respective field Managing Director and Treasury Desk Manager
- Maintaining and updating Salesforce on activities and bank interactions
- Ensuring other team members are working in unison to provide customer support by maintaining open and timely communication across the organization
- Enhancing knowledge on new products, procedures, services, and tools by attending departmental and training meetings
- Determining ways of doing things more effectively and efficiently (i.e., sees the big picture)
- Utilizing “Socratic” selling methods
- Providing valuable wholesale funding leads as they materialize to Treasury Desk management
Required Experience, Skills, and Qualifications
- One to three years of experience in a sales or banking role
- Basic understanding of the banking industry - prior knowledge of funding markets and balance-sheet-management strategies a plus
- Self-starter mentality with the aptitude to quickly learn new products and services
- Ambitious desire to drive new business, cultivate relationships, and think creatively
- Ability to work both independently and in a team-based environment
- History of meeting and/or exceeding sales goals in a virtual role
- Proven track record of building and fostering both new and existing relationships, as well as managing a large territory
- Experience using Microsoft Office Suite and CRM tools, such as SalesForce
IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.
