Bank Referral Account Executive

🔥 0 minutes ago

🌾 North Dakota – Remote

🌾 North Dakota – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

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Celero Commerce

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

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.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

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