Bank Referral Account Executive

🕒 Junho 9

🌾 North Dakota – Remoto

🌾 North Dakota – Remote

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🧑‍💼 Executivo de Contas

🚫👨‍🎓 Sem graduação necessária

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Celero Commerce

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

A Celero Commerce é uma provedora confiável de tecnologia e soluções de processamento de pagamentos de alta tecnologia e alta personalização. A empresa se dedica a ajudar pequenas e médias empresas a prosperarem, oferecendo soluções de pagamento acessíveis e flexíveis através de vários canais de distribuição. A Celero colabora de perto com instituições financeiras, proprietários de negócios e fornecedores de software integrados para fornecer programas de processamento de pagamentos sob medida. Com uma ampla gama de ferramentas e APIs para desenvolvedores, a Celero garante uma integração de processamento de pagamentos perfeita que atende às necessidades exclusivas de seus clientes. Sua equipe de suporte dedicada fornece orientação e insights para maximizar a receita e promover o crescimento dos negócios.

Descrição

• Generate new customer sales leads through financial institution and partner referrals • Engage bankers and referral partners to cultivate strong relationships • Identify cross-sell opportunities with current and former clients • Work closely with assigned financial institution and referral partners to generate a high volume of quality leads aligned with performance goals • Follow up on and close leads provided by assigned financial institution and referral partners • Proactively source additional opportunities by reaching out to former clients and local businesses • 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 • Attend and participate in job-related training, classes, and webinars

🎯 Requisitos

• 2+ years of B2B sales experience or banking experience working with business clients; experience in payments or merchant services strongly preferred. • Experience working with referral partners, relationship-based sales channels, or territory-based production models preferred. • Proficiency in CRM systems and pipeline management. • Strong working knowledge of Microsoft Office Suite (Excel, 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 continuous learning, including mastering company systems and external processing platforms. • High School Diploma required. • Regular travel within the region.

🏖️ Benefícios

• health insurance • dental • vision • life insurance • identify theft protection • paid time off • 401k (4% match)