Bank Referral Account Executive

Jackson, MO - USA

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Job Summary

Bank Referral Account Executive Needed

Are you an experienced merchant services sales professional ready to take ownership of a bank referral territory

As a Bank Referral Account Executive youll partner with Financial Institutions and referral sources to generate opportunities close new business and grow production within your assigned region. This role requires industry knowledge disciplined pipeline management and a consistent ability to deliver results.

Responsibilities:

Develop and manage relationships with assigned Financial Institutions and referral partners to generate a consistent flow of qualified merchant services opportunities aligned with performance goals.
Close referred opportunities from assigned FIs and partners achieving company-defined expectations for close ratios account volume and profit margins.
Supplement referral opportunities by proactively re-engaging former clients and prospecting local businesses to meet or exceed monthly goals for leads proposals applications new merchants and sales volume.
Maintain accurate timely activity and pipeline records within the CRM system ensuring pre-sales metrics and production data are consistently tracked.
Stay current on payments industry trends company products pricing strategies and competitive positioning.
Participate in ongoing sales and product training to strengthen industry knowledge and effectiveness.
Adhere to company policies procedures compliance requirements and safety standards.
Perform additional job-related duties as assigned.

Experience & Requirements:

Jackson MS-based region
2 years of direct B2B sales experience in the payments or merchant services industry required.
Demonstrated ability to build pipeline and close new business.
Experience working with referral partners relationship-based sales channels or territory-based production models preferred.
Proficiency in CRM systems and pipeline management.
Strong working knowledge of Microsoft Office Suite (Excel Word Outlook).
Strong organizational and territory management skills with the ability to prioritize effectively.
Ability to work independently while collaborating with internal teams.
Analytical ability to review merchant statements pricing structures and financial data.
Commitment to continuous learning including mastering company systems and external processing platforms.
High School Diploma required.
Regular travel within the region.

Reports to: VP Merchant Sales FI Channel

Start date: Immediate

Employment type: Full-time; Exempt

Benefits: We provide a comprehensive benefits package including health insurance dental vision life insurance identify theft protection paid time off and 401k (4% match)

To learn more about our company please visit Celero Commerce Facebook Twitter and LinkedIn pages:

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.

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 employees form I-9 to confirm work authorization.

#LI-KB1

Required Experience:

Bank Referral Account Executive NeededAre you an experienced merchant services sales professional ready to take ownership of a bank referral territoryAs a Bank Referral Account Executive youll partner with Financial Institutions and referral sources to generate opportunities close new business and g...