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Celero Commerce

Bank Referral Account Executive

full-time•Columbus

Summary

Location

Columbus

Type

full-time

Experience

2-5 years

Company links

WebsiteLinkedInLinkedIn

About this role

<p class="MsoNormal" style="text-indent: -.25in; line-height: normal; mso-list: l0 level1 lfo2; margin: 0in 0in 0in .5in;">&nbsp;</p><h1>Bank Referral Account Executive Needed</h1><p>&nbsp;</p><p>Are you a driven, high-energy professional ready to excel as a Bank Referral Account Executive? In this fast-paced, goal-oriented role, you&rsquo;ll build strong relationships with bankers and referral partners, consistently exceed sales targets, and focus on sourcing and closing new customer leads from Financial Institutions (FIs) and referral partners, as well as cross-selling to current and former clients. If you&rsquo;re proactive and thrive on surpassing performance metrics, this is the opportunity for you!</p><p class="MsoNormal"><strong>Responsibilities:&nbsp;</strong></p><ul><li>Develop and nurture relationships with assigned Financial Institutions and referral partners to generate a steady flow of quality leads aligned with performance metrics.</li><li>Successfully close leads from assigned FIs and partners, achieving company-defined metrics for close ratios, account volume, and profit margins.</li><li>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.</li><li>Maintain accurate, up-to-date records in the CRM system, meeting or exceeding agreed success metrics for pre-sales activities.</li><li>Stay informed on industry trends, company products, pricing, and competitive advantages to drive success.</li><li>Participate in job-related training, webinars, and classes to continually enhance knowledge and skills.</li><li>Adhere to company policies, procedures, and safety standards.</li><li>Perform additional job-related duties as assigned.</li></ul><p><strong>Experience &amp; Requirements:</strong></p><ul><li>Columbus, MS-based region</li><li>2+ years of direct sales experience.</li><li>Banking industry experience.</li><li>Proficiency in CRM systems.</li><li>Advanced knowledge of Microsoft Office Suite, particularly Excel, Word, and Outlook.</li><li>Strong organizational skills with the ability to prioritize responsibilities and workflows.</li><li>Ability to work independently and collaboratively as part of a team.</li><li>Analytical aptitude for interpreting and analyzing financial data.</li><li>Commitment to continuous learning, including mastering company systems and external processing platforms.</li><li>High School Diploma required.</li><li>Regular travel within the region.</li></ul><p><strong>Reports to: </strong>VP Merchant Sales FI Channel</p><p><strong>Start date:</strong> Immediate</p><p><strong>Employment type:</strong> Full-time; Exempt</p><p><strong>Benefits:</strong> We provide a comprehensive benefits package including health insurance, dental, vision, life insurance, identify theft protection, paid time off, and 401k (4% match)</p><p class="MsoNormal">&nbsp;</p><p class="MsoNormal"><span style="font-size: 10.5pt; line-height: 107%;">To learn more about our company, please visit Celero Commerce Facebook, Twitter, and LinkedIn pages:&nbsp;</span></p><p class="MsoNormal" style="text-align: center;" align="center"><a href="https://www.facebook.com/celerocomm/"><img src="https://d33v4339jhl8k0.cloudfront.net/inline/72908/6bbbfc366637a35733284d0596931eee26214a18/44b36c6890ef17c3128427c4833a70943c6ead02/image007.png" alt="cid1296257780*[email protected]" width="21" height="21"></a><a href="https://twitter.com/celerocommerce"><img src="https://d33v4339jhl8k0.cloudfront.net/inline/72908/5197755f28e293b04434b5ed6a7d01b05710eeb6/79b6be20fcdfd28f8c97752e4d2c8e4d96cc3d38/image008.png" alt="cid1296257780*[email protected]" width="21" height="21"></a><a href="https://www.linkedin.com/company/celerocommerce/"><img src="https://d33v4339jhl8k0.cloudfront.net/inline/72908/b9d5ce878ac1f9fc87bb2c38b957f3f8500cab45/f07d8d6722f1fc8b6262164234628cdead96c82d/image009.png" alt="cid1296257780*[email protected]" width="21" height="21"></a></p><p class="MsoNormal" style="text-align: center;" align="center">&nbsp;</p><p><em>Celero Commerce provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</em></p><p><em>Please Note: Celero Commerce participates in E-Verify and performs background checks on all new hires. We will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS), with information from each new employee&rsquo;s form I-9 to confirm work authorization.&nbsp;</em></p><p>&nbsp;</p><p>#LI-KB1</p>

What you'll do

  • The Bank Referral Account Executive will develop and nurture relationships with Financial Institutions and referral partners to generate leads and close sales. They will also maintain records in the CRM system and stay informed on industry trends.

About Celero Commerce

Celero Commerce offers payment processing services, business management software, and data intelligence to small and medium-sized businesses, in one holistic platform. Celero empowers business owners and executives to focus on driving growth and profitability.

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Frequently Asked Questions

What does a Bank Referral Account Executive do at Celero Commerce?

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As a Bank Referral Account Executive at Celero Commerce, you will: the Bank Referral Account Executive will develop and nurture relationships with Financial Institutions and referral partners to generate leads and close sales. They will also maintain records in the CRM system and stay informed on industry trends..

Is the Bank Referral Account Executive position at Celero Commerce remote?

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The Bank Referral Account Executive position at Celero Commerce is based in Columbus, Mississippi, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Bank Referral Account Executive position at Celero Commerce?

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You can apply for the Bank Referral Account Executive position at Celero Commercedirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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