Director, Financial Institution Sales

We are looking for a Director of Financial Institution Sales. The Director will be responsible for building the banking and credit union funding channel in their territory / selling Upgrade’s credit products including personal unsecured loans, card receivables, indirect auto, home improvement and potentially other consumer credit products to CLO/CFO/CEOs at depositories. This position reports to the EVP, Head of Investor Group.

The role can be remote or hybrid with our San Francisco HQ.

• →Present Upgrade’s unsecured consumer loans and any subsequent products that Upgrade develops to banks and credit unions.
• →Represent upgrade at regional conferences including speaking engagements to generate bank/credit union partnership leads
• →Manage pipeline from lead generation to closing 
• →Work closely with onboarding and execution team to move partnership relationship forward, track success strategies in CRM
  
  

• 7+ years of experience in bank sales at a software, financial technology, or asset management firm, whole loan sales/trading
• Extensive contact list of bank clients and credit unions in the region
• Advanced knowledge of consumer credit products and general investing markets 
• Strong understanding of how banks/credit unions operate and their decision-making framework: risk returns, capital requirements, loss provisions, regulatory considerations, etc.
• Proven measurable success in growing sales pipeline
• Superior written and verbal communication skills
• Good judgment and excellent interpersonal skills
• Ability to operate in a fast-paced environment and recognize and focus on critical issues
• Salesforce specific CRM experience a plus