1st Vice President, Institutional Sales
CIM GroupFull Time
Expert & Leadership (9+ years)
Candidates must have 7+ years of experience in bank sales within the software, financial technology, or asset management sectors, or in whole loan sales/trading. A strong existing network of bank and credit union clients in the Northeast region is essential. Advanced knowledge of consumer credit products and general investing markets is required, along with a deep understanding of bank and credit union operations, including risk returns, capital requirements, loss provisions, and regulatory considerations. Proven success in growing sales pipelines, superior written and verbal communication skills, good judgment, excellent interpersonal skills, and the ability to thrive in a fast-paced environment are also necessary. Salesforce CRM experience is a plus.
The Director will be responsible for building the banking and credit union funding channel in the Northeast territory by selling Upgrade's credit products, including personal unsecured loans, card receivables, and indirect auto loans, to financial institutions. This involves presenting Upgrade's offerings to banks and credit unions, representing Upgrade at regional conferences with speaking engagements to generate leads, managing the sales pipeline from initial contact to closing, and collaborating with the onboarding and execution teams to advance partnership relationships and track success strategies in CRM.
Provides loans, credit cards, and rewards
Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and long-term financial health through accessible credit options.