Strategic Account Executive, Banking Tech & Cash Solutions

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

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