Note: The job is a remote job and is open to candidates in USA. CBW Bank is a Banking-as-a-Service bank that partners with fintechs, payment processors, program managers, and enterprises to power embedded banking, card issuing, and payments programs. The Business Development Associate will build and qualify a pipeline, conduct prospect outreach and discovery, support proposals and due diligence, maintain CRM records, and coordinate with internal teams to advance prospective partnerships.
Responsibilities
- Prospect and build a qualified pipeline of fintechs, payment processors, program managers, and enterprise partners seeking an embedded payments or sponsor bank relationship
- Research target companies and the competitive landscape (other BaaS banks, processors, and card programs) to sharpen outreach and positioning
- Run outbound outreach — cold calls, emails, LinkedIn, and warm introductions — and qualify inbound leads from the website and referral network
- Conduct initial discovery calls to understand a prospect's use case, volume, and compliance profile, and prepare qualified opportunities for senior BD leadership
- Support RFP responses, due-diligence questionnaires, and information requests from prospective partners, pulling in Compliance, Risk, and Product as needed
- Maintain accurate, up-to-date pipeline records in the CRM and report on activity, conversion, and pipeline health
- Prepare pitch decks, one-pagers, and proposal materials tailored to each prospect's program
- Represent CBW Bank at industry conferences and events (e.g., Money20/20, fintech meetups) to build our network and source new opportunities
- Track industry trends — new card programs, regulatory developments, competitor bank partnerships — and share insights with the team
- Other duties as assigned
Skills
- · 2–5 years of experience in sales, business development, account management, or bank branch/relationship management — you know how to build a pipeline and move a relationship forward
- · A genuine self-starter: comfortable with ambiguity, working independently, and figuring things out in a small, fast-moving bank environment
- · Strong verbal and written communication skills; confident presenting to prospects and internal stakeholders alike
- · Organized and detail-oriented, with the discipline to keep a CRM pipeline clean and follow through on next steps
- · Comfortable with (or eager to learn) banking, payments, and compliance fundamentals — BSA/AML, KYC, card issuing, and the sponsor-bank model
- · Proficiency with using a CRM and Microsoft Office / Google Workspace
- · Bachelor's degree or equivalent practical experience
- · Willingness to travel occasionally for conferences and partner meetings
- - Ethically and professionally focused, while possessing and instilling a high degree of personal and professional integrity
- · Understanding of the need to maintain a high degree of confidentiality
- · Demonstrate good work habits, maintain a professional appearance and attitude and follow policies and procedures
- · Must project a friendly, courteous, patient and professional image at all times, even under adverse conditions
- · Ability to sit for extended periods of time
- · Ability to read computer screens and email, mail and talk on the phone
- · Ability to lift up to twenty-five (25) pounds
- · Prior experience at a bank, payment processor, card issuer, or fintech
- · An existing network among fintech founders, program managers, or payments professionals
- · Familiarity with prepaid/debit card programs, online lending, payments, or embedded finance products
- · Experience selling into or partnering with regulated financial institutions
Benefits
- Performance-based bonus
- Health and dental coverage
- Retirement plan with employer contribution
- Paid time off and holidays
- Direct mentorship, with real room to grow
- Hybrid work arrangement (Kansas or remote)
Company Overview