Builtwell Bank
The Financial Sales Representative serves as the primary point of contact for customers, helping them achieve their financial goals through personalized conversations and trusted advice. This role involves meeting with clients in person or by phone to identify their needs and proactively offering appropriate banking products and services. The representative also educates customers on digital banking solutions and collaborates with internal experts to address complex financial requirements.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Builtwell Bank.
Builtwell Bank didn’t post a salary, so this is our estimate from similar listings.
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