Job Application for Account Executive - Austin TX at SmartBiz Bank

Great Place to Work Certified, October 2024 - October 2025 USA

Overview

Evolving from SmartBiz Loans, a leading provider of small business loans, SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S. – solutions built specifically to serve the dynamic needs of entrepreneurs and foster the growth of the small business community. SmartBiz Bank’s commitment to transparency and personalized customer service offers an unparalleled banking experience, ensuring small businesses have the financial services they need to grow and thrive. Headquartered in Chicago, IL, with offices in Austin, TX and San Francisco, CA, we are excited about serving our local and national Small Business Community.

Account Executive - Austin TX

As an Account Executive you’ll be a frontline team member representing the SmartBiz brand by building rapport and trust with a diverse customer & partner base through phone and email communication.

With 1-2 years of experience, you already possess exceptional listening and communication skills because it is critical that you quickly understand your clients' financing needs. You are ultimately responsible for educating them on the financial products and services available for their specific business and situation.

You will be joining a growing team, some who have been on the team for 4+ years and others who are in their first year. After two weeks of training you will be managing a multi-million dollar portfolio of small business clients.

How you’ll make an impact:

Build rapport and trust with a diverse customer base resulting in new and repeat (renewal) business
Educate borrowers on the various benefits of obtaining funding through SmartBiz Bank vs our competitors
Be extremely well versed on our products and sales processes, including the intricacies of the lending process
Gather, review, evaluate, and verify financial documents, such as business and personal tax returns, income statements, balance sheets, bank statements, and credit reports, etc.
Achieve and exceed monthly offers generated and origination goals
Identify opportunities for cross sell from our suite of banking products to your existing book of business

What we’re looking for:

Bachelor’s degree and 2+ years of professional customer-facing experience in technology sales, fintech, finance, lending, or similar
We have seen successful Account Executives develop from Associate Account Executives, Sales Development Representatives and Loan Officers
Strong communication, analytical, and listening skills, with a positive and energetic phone presence
Independent thinker with proven ability to analyze data, make recommendations, and route customers to the right solutions
A passion for becoming an authority in your field
High level of intrinsic motivation, organization, and personal responsibility
SBA experience is a plus, but not required
Prior Banking experience is a plus, but not required
Experienced with CRM software, preferably Salesforce

Opportunities & Benefits We Will Provide:

Help redefine small business banking
Competitive salary and equity in a fast-growing start-up
100% paid medical, dental, and vision benefits for employees and their domestic partners and dependents
100% paid life and disability insurance
Flexible vacation policy
401k plan

More About SmartBiz Bank:

60% + of the loans funded by our banks are for women-owned, minority, or veteran businesses
Great Place to Work Certified, 2022 - 2025
American Banker's Best Places to Work in Financial Technology in 2017, 2020, 2021, 2022, and 2023
Rated "excellent" by TrustPilot review website
The company has raised $47 million in venture funding. Investors include Venrock, Investor Growth Capital, and First Round Capital.

SmartBiz Bank is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.

California residents can learn more about how we use your information by visiting https://sites.google.com/view/smartbizloans-employment-ccpa

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Account Executive - Austin TX

Great Place to Work Certified, October 2024 - October 2025 USA

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