Bank Referral Account Executive

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Yesterday

🏈 Alabama – Remote

Although this job is listed in Alabama, this company may be open to hiring remote in other states.

🌴 South Carolina – Remote

Although this job is listed in South Carolina, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

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Celero Commerce

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Finance • Fintech • B2B

Celero Commerce is a trusted provider of payment processing technology and solutions aimed at supporting small to mid-sized businesses. They offer high-tech, high-touch payment solutions and are committed to helping businesses thrive through strategic partnerships and flexible solutions. Their services include tailored programs for financial institutions, integrated payment solutions for software vendors, and payment solution delivery for merchants. Celero Commerce emphasizes a personalized approach to payment integration, offering tools and APIs for developers to enhance payment processing efficiency. With a dedicated support team, Celero provides insight and guidance to maximize revenue and growth for their users.

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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