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: