Account Executive

Elite Talent Solutions; Dallas (TX); Hybrid; USD 160,000 - 200,000; Full time

Job summary

Elite Talent Solutions seeks an Account Executive to win new business with banks, credit unions and other financial institutions in the Dallas area. This hybrid role owns the full sales process from prospecting to close, selling hardware, software, and services that streamline branch operations and improve cash visibility.

You will build relationships with operations, treasury, finance, IT, security, and procurement leaders, develop business cases, demonstrate ROI, and manage multi-stakeholder

Qualifications

• Quota-carrying B2B sales experience in financial services.
• Experience selling to banks, credit unions, or financial institutions.
• Proven ability to generate outbound pipeline.
• Experience selling technology, equipment, or services via consultative sales.
• Ability to articulate the financial value of a purchase.
• Strong discovery, presentation, negotiation, and account planning skills.
• Disciplined CRM and forecasting habits.

Responsibilities

• Build and manage a pipeline of banks, credit unions, and other target financial institutions.
• Develop relationships with branch operations, treasury, finance, IT, security, and procurement leaders.
• Assess customers’ cash handling workflows and reconciliation processes.
• Identify opportunities to reduce manual work and increase efficiency.
• Present tailored solutions involving cash management software, recyclers, and managed services.
• Partner with technical teams on demonstrations, proposals, and pilots.
• Develop business cases showing potential cost savings across branches.
• Navigate purchasing processes and manage opportunities through close.
• Maintain CRM records and forecasts; coordinate handoffs.

Skills

Quota-carrying B2B sales

Banks / financial institutions

Outbound pipeline generation

Consultative selling

Financial case / ROI

Discovery / presentation / negotiation

CRM & forecasting discipline

Tools

CRM software

Job description

Account Executive – Financial Institutions

Location: Dallas area | Hybrid

On-Target Earnings: $160,000–$200,000

About the Company

Our client provides cash management technology and services to financial institutions and retailers. Its solutions combine enterprise software, intelligent devices such as cash recyclers, and managed services to help organizations automate cash handling, improve security, and gain visibility across locations.

About the Role

We’re seeking an Account Executive to drive new business with banks, credit unions, and other financial institutions.

You’ll own the sales process from prospecting through close, selling a combination of hardware, software, and services that helps customers streamline branch operations, improve cash visibility, and strengthen financial control.

Responsibilities

• Build and manage a pipeline of banks, credit unions, and other target financial institutions.
• Develop relationships with branch operations, treasury, finance, IT, security, and procurement leaders.
• Assess customers’ cash handling workflows, including teller transactions, cash counting, balancing, reconciliation, and cash collection.
• Identify opportunities to reduce manual work, improve cash availability, minimize discrepancies, and increase operational efficiency.
• Present tailored solutions involving cash management software, cash recyclers, and managed services.
• Partner with technical teams on demonstrations, site assessments, proposals, and pilots.
• Develop business cases demonstrating potential cost savings and improvements across branch networks.
• Navigate purchasing processes, negotiate commercial terms, and manage opportunities through close.
• Maintain accurate CRM records and forecasts, and coordinate implementation handoffs.

Qualifications

• Demonstrated success in a quota-carrying B2B sales role.
• Experience selling into banks, credit unions, or other financial institutions.
• Ability to generate outbound pipeline and manage sales involving multiple stakeholders.
• Experience selling technology, equipment, or services through a consultative sales process.
• Ability to understand operational challenges and communicate the financial case for a purchase.
• Strong discovery, presentation, negotiation, and account planning skills.
• Disciplined CRM and forecasting habits.

Preferred Experience

Experience with cash automation, teller cash recyclers, banking technology, branch transformation, ATM solutions, cash management software, or armored cash collection services. Familiarity with financial institution procurement and deployments across multiple branches is a plus.