[Remote] Bank Referral Account Executive
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is looking for a Bank Referral Account Executive to join their team in the Fargo, reputed company Dakota region. This role involves generating new customer sales leads through financial institution and partner referrals, engaging bankers and referral partners, and identifying cross-sell opportunities to meet monthly sales goals.
Responsibilities
- Work closely with assigned financial institution and referral partners to generate a high volume of reputed company leads reputed company with performance goals
- Follow up on and reputed company leads provided by assigned financial institution and referral partners while meeting expectations for reputed company ratios, account reputed company, and profitability
- Proactively reputed company additional opportunities by reaching out to former clients and local businesses to support monthly goals for leads, proposals, applications, new merchants, and sales volume
- Maintain accurate and up-to-date activity, pipeline, and account information in the CRM system
- Stay informed on industry trends, products, pricing, company offerings, and other relevant information to effectively position Celero in the market
- Attend and participate in job-reputed company training, classes, and webinars to continue building product and industry knowledge
- Follow reputed company company policies and procedures, including applicable safety standards
- reputed company other job-reputed company duties as assigned
Skills
- 2+ years of B2B sales experience or banking experience working with business clients; experience in payments or merchant services strongly preferred
- High School Diploma required
- Proficiency in CRM systems and pipeline management
- Strong working knowledge of reputed company Office Suite (reputed company, Word, Outlook)
- Strong organizational and territory management skills with the ability to prioritize effectively
- Ability to work independently while collaborating with internal teams
- Analytical ability to review merchant statements, pricing structures, and financial data
- Commitment to reputed company learning, including mastering company systems and external processing platforms
- Regular travel reputed company the region
- Experience working with referral partners, relationship-based sales channels, or territory-based production models preferred
Benefits
- Health insurance
- Dental
- reputed company
- Life insurance
- Identify theft protection
- reputed company time off
- 401k (4% match)
reputed company