
1001 - 5000 employees
🛡️ Insurance
💼 Consulting
📦 Logistics
Insurance • Consulting • Logistics
Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.
🔥 20 hours ago
🌵 Arizona, Kentucky, +4 more states – Remote
💵 $104k - $174k / year
⏰ Full Time
🔴 Lead
💰 Business Development (BDR)
👻 Ghost score 2%
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1001 - 5000 employees
🛡️ Insurance
💼 Consulting
📦 Logistics
Insurance • Consulting • Logistics
Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.
• Prospect, qualify, and close new accounts for the company • Acquire and cultivate new business opportunities and analyze market research data to guide sales efforts • Present and explain financial products and their value to prospective clients • Meet or exceed assigned volume, margin, fee, and cross-sell targets • Establish and maintain a referral-source network identifying capital access needs underserved by the conventional market • Obtain application and financial information from borrowers to facilitate underwriting and closing, including properly executed documents • Stay current on competitors and competitive products • Contribute to overall production, portfolio performance, and company reputation while meeting or exceeding individual goals • Create, manage, and maintain a pipeline aligned with active sales goals • Negotiate and maximize profitability on new business • Collaborate with other departments to maximize customer growth and retention • Assist with implementing company marketing plans as needed • Refine processes to stay in front of customers in relevant industries • Build and maintain new and existing customer relationships • Perform other duties as assigned
• Bachelor's degree or equivalent education and work experience • 8+ years experience • Experience in commercial finance, including structured financing, working capital, equipment financing, or insurance premium financing • Detail-oriented, customer service-minded, and comfortable working in a fast-paced environment • Highly motivated and results driven • Ability to multitask and stay organized • Excellent communication skills • Demonstrated record of success providing professional, solutions-based sales over the phone • Ability to work well under pressure to meet sales goals and deadlines • Experience with high call volume (cold calling) is a plus • Collaboration • Attention to detail • Analytical skills • Understanding of financial accounting concepts and entries
• Annual performance-based incentive opportunity • Health insurance • 401(k) retirement benefits • Life insurance • Disability benefits • Paid time off • Comprehensive benefits package for eligible employees
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