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 Job!