Quorum Federal Credit Union

Account Executive, Deposits

Quorum Federal Credit Union

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Salary

💰 $3,000 per month

About the role

  • Prospecting and Lead Generation: Identifies and targets potential strategic B2B deposit clients and partners through research, networking and cold-calling.
  • Continuously generates leads and opportunities to build and maintain a robust sales pipeline.
  • Utilizes CRM to maintain detailed notes during relationship lifecycles with each potential client and partner.
  • Develops a strong follow-up strategy to ensure the conversion from relationship lead to deposit producing partner.
  • Attends trade shows, industry events, association speaking engagements and other types of target-rich environments to establish contacts and develop new business.
  • Monitors industry trends and collaborates with the department Manager to stay relevant and introduce product enhancements for new and existing partnerships.
  • Collaborates closely with leadership to expand B2B strategic partnerships into additional lines of business.
  • Sales Presentations: Collaborates with Quorum leadership and business units to fully understand and become a Subject Matter Expert on the product lines offered to potential B2B clients and strategic partners.
  • Develop and perfect effective sales tools such as PowerPoint presentations, sales brochures, fact sheets and takeaways.
  • Conducts compelling sales presentations and detailed demonstrations to showcase Quorum’s products and services and illustrate their value proposition to potential B2B clients and partners.
  • Tailors every presentation to address the specific needs and challenges of prospective clients and partners.
  • Presentations are made in-person and virtually, based on the preference of the client or partner.
  • Utilizes negotiation skills to address any concerns and overcome any objections.
  • Partner Relationship Management: Provides the partner with initial and ongoing training, updates and information regarding the deposit program value proposition, features and functions.
  • Uses superior interpersonal skills to understand partners’ needs, quickly resolve any concerns and maintain strong, long-lasting relationships.
  • Utilizes (CRM) to notate all conversation and interactions with partners, including deliverables and deadlines.
  • Establishes a regular follow-up and status check process with each partner to ensure their satisfaction and remain proactive to their needs.
  • Collaborates with internal teams to resolve issues, expand product offerings, identify process improvements and workflow enhancements, and remain current in knowledge of existing products and services.
  • Sales Reporting and Forecasting: Utilizes various M365 tools to keep accurate and real-time records of sales activities, pipeline and sales forecasts.
  • Provides monthly sales and performance reports, as well as other ad hoc reporting to management.
  • Collaborates closely with Management to provide partner status reports to determine if strategy pivots are required.
  • Meets or exceeds quarterly sales targets.

Requirements

  • Bachelor’s degree in Business Administration or similar field is strongly preferred.
  • Minimum of 2-3 years of experience in sales/partnership/business development is required.
  • Strong knowledge of solution-based consultative sales techniques in a financial environment a plus.
  • Ability to acquire an in-depth understanding of Credit Union products and services and recommend new products and services to management.
  • Ability to balance strategic vision with near-term opportunities.
  • Excellent problem-solving, organizational, analytical, verbal, and written communication skills.
  • Strong decision making and time management skills with the ability to manage multiple projects/duties.
  • Results driven, service oriented, self-motivated, and able to work independently.
  • Trustworthy with the ability to maintain the highest level of integrity and trust.
  • Proficiency in Microsoft Office.
  • Infrequent travel may be required.
Benefits
  • Medical
  • Vision
  • Dental
  • Retirement Benefits
  • Paid Time Off (PTO)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales techniquesconsultative saleslead generationsales forecastingsales reportingpartner relationship managementproblem-solvingorganizational skillsanalytical skillstime management
Soft skills
interpersonal skillscommunication skillsdecision makingself-motivatedservice orientedtrustworthinessability to work independentlystrategic visionresults drivenability to manage multiple projects
Certifications
Bachelor’s degree in Business Administration