Bank Referral Account Executive

This is a fully remote position, open to applicants in North Dakota.

📋 Description

• Generate new sales leads from customers through referrals from financial institutions and partners.

• Build and nurture strong relationships with bankers and referral partners.

• Identify opportunities for cross-selling to current and former clients.

• Collaborate closely with assigned financial institutions and referral partners to produce a high volume of quality leads that align with performance objectives.

• Follow up on and successfully close leads that are provided by assigned financial institutions and referral partners.

• Actively seek additional opportunities by reaching out to past clients and local businesses.

• Keep precise and current records of activities, pipelines, and account details within the CRM system.

• Stay updated on industry trends, product offerings, pricing, and other pertinent information.

• Attend and engage in job-related training sessions, classes, and webinars.

⛳️ Requirements

• A minimum of 2 years of experience in B2B sales or banking with business clients; experience in payments or merchant services is highly preferred.

• Experience with referral partners, relationship-driven sales channels, or territory-based production models is preferred.

• Proficient in using CRM systems and managing pipelines.

• Strong familiarity with Microsoft Office Suite (Excel, Word, Outlook).

• Excellent organizational and territory management skills with the capacity to prioritize tasks effectively.

• Ability to work independently while also collaborating with internal teams.

• Analytical skills to evaluate merchant statements, pricing models, and financial data.

• Dedication to continuous learning, including mastering company systems and external processing platforms.

• A High School Diploma is required.

• Regular travel within the region is necessary.

🏝️ Benefits

• Health insurance

• Dental

• Vision

• Life insurance

• Identity theft protection

• Paid time off

• 401k with a 4% match