Bank Referral Account Executive

Responsibilities

• Work closely with assigned financial institution and referral partners to generate a high volume of quality leads aligned with performance goals.
• Follow up on and close leads provided by assigned financial institution and referral partners while meeting expectations for close ratios, account growth, and profitability.
• Proactively source additional opportunities by reaching out to former clients and local businesses to support monthly goals for leads, proposals, applications, new merchants, and sales volume.
• Maintain accurate and up-to-date activity, pipeline, and account information in the CRM system.
• Stay informed on industry trends, products, pricing, company offerings, and other relevant information to effectively position Celero in the market.
• Attend and participate in job-related training, classes, and webinars to continue building product and industry knowledge.
• Follow all company policies and procedures, including applicable safety standards.
• Perform other job-related duties as assigned.

Requirements

• Fargo, ND – based region
• 2+ years of B2B sales experience or banking experience working with business clients; experience in payments or merchant services strongly preferred.
• 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.

Qualifications

• High School Diploma required.

Skills

• CRM Systems
• Microsoft Office Suite
• Industry Trends
• Product Knowledge
• Financial Data Analysis
• Relationship Management

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Identity Theft Protection
• Paid Time Off
• 401k (4% match)

Pay

Compensation and benefits are competitive and commensurate with experience.

Schedule

Full-time; Exempt