Bank Referral Account Executive
Description:
Ā Develop and nurture relationships with assigned Financial Institutions and referral partners to generate a steady flow of quality leads aligned with performance metrics.
Ā Successfully close leads from assigned FIs and partners, achieving company-defined metrics for close ratios, account volume, and profit margins.
Ā 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.
Ā Maintain accurate, up-to-date records in the CRM system, meeting or exceeding agreed success metrics for pre-sales activities.
Ā Stay informed on industry trends, company products, pricing, and competitive advantages to drive success.
Ā Participate in job-related training, webinars, and classes to continually enhance knowledge and skills.
Ā Adhere to company policies, procedures, and safety standards.
Ā Perform additional job-related duties as assigned.
Requirements:
Ā 2+ years of direct sales experience.
Ā Banking industry experience.
Ā Proficiency in CRM systems.
Ā Advanced knowledge of Microsoft Office Suite, particularly Excel, Word, and Outlook.
Ā Strong organizational skills with the ability to prioritize responsibilities and workflows.
Ā Ability to work independently and collaboratively as part of a team.
Ā Analytical aptitude for interpreting and analyzing financial data.
Ā Commitment to continuous learning, including mastering company systems and external processing platforms.
Ā High School Diploma required.
Ā Out-of-State Travel: Approximately 10%.
Ā In-State, In-Bank Activity Travel: Approximately 20%.
Benefits:
Apply Now
Ā Develop and nurture relationships with assigned Financial Institutions and referral partners to generate a steady flow of quality leads aligned with performance metrics.
Ā Successfully close leads from assigned FIs and partners, achieving company-defined metrics for close ratios, account volume, and profit margins.
Ā 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.
Ā Maintain accurate, up-to-date records in the CRM system, meeting or exceeding agreed success metrics for pre-sales activities.
Ā Stay informed on industry trends, company products, pricing, and competitive advantages to drive success.
Ā Participate in job-related training, webinars, and classes to continually enhance knowledge and skills.
Ā Adhere to company policies, procedures, and safety standards.
Ā Perform additional job-related duties as assigned.
Requirements:
Ā 2+ years of direct sales experience.
Ā Banking industry experience.
Ā Proficiency in CRM systems.
Ā Advanced knowledge of Microsoft Office Suite, particularly Excel, Word, and Outlook.
Ā Strong organizational skills with the ability to prioritize responsibilities and workflows.
Ā Ability to work independently and collaboratively as part of a team.
Ā Analytical aptitude for interpreting and analyzing financial data.
Ā Commitment to continuous learning, including mastering company systems and external processing platforms.
Ā High School Diploma required.
Ā Out-of-State Travel: Approximately 10%.
Ā In-State, In-Bank Activity Travel: Approximately 20%.
Benefits:
Apply Now