Celero Commerce · 1 hour ago
Bank Referral Account Executive
United States
Full-time
Remote
Entry, Mid Level
2+ years expCelero Commerce is seeking a driven and high-energy professional to excel as a Bank Referral Account Executive. In this role, you will build strong relationships with bankers and referral partners, exceed sales targets, and focus on sourcing and closing new customer leads from Financial Institutions and referral partners.
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
Required
Southern Arkansas / North Louisiana-based region, anchored by the Shreveport–Bossier City metro area and surrounding communities
2+ years of direct sales experience
Banking industry experience
Proficiency in CRM systems
Advanced knowledge of Microsoft Office Suite, particularly Excel, Word, and Outlook
Strong organizational skills with the ability to prioritize responsibilities and workflows
Ability to work independently and collaboratively as part of a team
Analytical aptitude for interpreting and analyzing financial data
Commitment to continuous learning, including mastering company systems and external processing platforms
High School Diploma required
Travel: Approximately 50%
Benefits
Health insurance
Dental
Vision
Life insurance
Identify theft protection
Paid time off
401k (4% match)
Company
Celero Commerce
Celero Commerce is a full-service, integrated electronic commerce solutions provider powered by edge technology.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
LLR Partners
2018-12-03Private Equity
Leadership Team
Kevin Jones
Chief Executive Officer, Director
Recent News
Business Wire
2024-12-28
Paypers
2024-11-21
Company data provided by crunchbase