Bank Referral Account Executive – Merchant Services

🔥 0 minutes ago

🏈 Alabama, Illinois, +2 more states – Remote

🏈 Alabama – Remote 🌽 Illinois – Remote 🌾 North Dakota – Remote 🎸 Tennessee – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Deluxe

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1915

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

Deluxe is a leading financial services technology company that specializes in payment processing and data solutions. With over 100 years of experience, it connects small businesses, financial institutions, and major brands through a comprehensive suite of payment methods and financial services. Deluxe processes over $3 trillion in payment volume annually, offering tools for receivables, payables, and marketing, aimed at helping businesses grow and manage their finances efficiently.

📋 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 to help meet monthly sales goals • Work with assigned financial institution and referral partners to generate quality leads aligned with performance goals • Follow up on and close partner-provided leads while meeting expectations for close ratios, account growth, and profitability • Reach out to former clients and local businesses to source additional opportunities • Support monthly goals for leads, proposals, applications, new merchants, and sales volume • Maintain accurate activity, pipeline, and account information in the CRM system • Stay informed on industry trends, products, pricing, company offerings, and relevant market information • Attend job-related training, classes, and webinars • Follow company policies and procedures, including applicable safety standards • Perform other job-related duties as assigned • Travel regularly within the region

🎯 Requirements

• Bachelor’s degree in a related field and 0 years of experience, or high school diploma/GED and 4 years of experience • High School Diploma required • Must be 18 years of age or older • Based in Chattanooga, Tennessee; Birmingham, Alabama; Fargo, North Dakota; or Rosemont, Illinois • 2+ years of B2B sales experience or banking experience working with business clients preferred • Experience in payments or merchant services strongly preferred • Experience 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, including Excel, Word, and Outlook • Strong organizational and territory management skills • Ability to prioritize effectively • Ability to work independently while collaborating with internal teams • Ability to review merchant statements, pricing structures, and financial data • Commitment to continuous learning, including mastering company systems and external processing platforms • Regular travel within the region

🏖️ Benefits

• Competitive benefits starting on day one • Healthcare (Medical, Dental, Vision) • Paid Time Off, Volunteer Time Off, and Holidays • Employer-Matched Retirement Plan • Employee Stock Purchase Plan • Short-Term and Long-Term Disability • Infertility Treatment, Adoption and Surrogacy Assistance • Tuition Reimbursement