Bank Referral Account Executive
Description:
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:
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.
Out-of-State Travel: Approximately 10%.
In-State, In-Bank Activity Travel: Approximately 20%.
Benefits:
Apply Now
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:
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.
Out-of-State Travel: Approximately 10%.
In-State, In-Bank Activity Travel: Approximately 20%.
Benefits:
Apply Now