Celero Commerce

Bank Referral Account Executive

Celero Commerce

full-time

Posted on:

Origin:  • 🇺🇸 United States • Virginia

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Job Level

JuniorMid-Level

About the role

  • 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

  • Shenandoah Valley-based region
  • 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
  • Reliable vehicle and a valid driver’s license for weekly in-person visits
  • Legally authorized to work in the U.S.
  • Willingness to travel ~10% out-of-state and ~20% in-state/in-bank activity