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Celero Commerce · 1 day ago

Bank Referral Account Executive

Arkansas, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Celero Commerce is seeking a driven and high-energy professional for the role of Bank Referral Account Executive. In this goal-oriented position, you will build strong relationships with bankers and referral partners while focusing on generating and closing new customer leads from financial institutions.

E-CommerceElectronicsInformation TechnologyPaymentsSoftware

Responsibilities

Develop and nurture relationships with assigned Financial Institutions and referral partners to generate a steady flow of quality leads aligned with performance metrics

Successfully close leads from assigned FIs and partners, achieving company-defined metrics for close ratios, account volume, and profit margins

Supplement referral deals by re-engaging with former clients and local businesses to exceed monthly goals in leads, proposals, applications, new merchants, and sales volume

Maintain accurate, up-to-date records in the CRM system, meeting or exceeding agreed success metrics for pre-sales activities

Stay informed on industry trends, company products, pricing, and competitive advantages to drive success

Participate in job-related training, webinars, and classes to continually enhance knowledge and skills

Adhere to company policies, procedures, and safety standards

Perform additional job-related duties as assigned

Qualification

Direct sales experienceBanking industry experienceCRM proficiencyMicrosoft Office SuiteAnalytical aptitudeCommitment to learningOrganizational skillsTeam collaboration