Bank Referral Account Executive

Celero Commerce; Birmingham (AL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Identity theft protection

Paid time off

401k (4% match)

Job summary

Celero Commerce is seeking a Bank Referral Account Executive in the Birmingham, AL region to drive new customer sales through financial institution referrals and partnerships.

You will engage bankers and partners to cultivate relationships, identify cross-sell opportunities, and help meet monthly sales goals while traveling within the region and maintaining CRM-driven pipelines.

Qualifications

• 2+ years of B2B sales or banking experience with business clients.
• Experience with referral partners and relationship-based sales channels.
• Proficiency in CRM systems and pipeline management.
• Strong organizational and territory management skills.
• High School Diploma required.

Responsibilities

• Generate a high volume of quality leads with assigned financial institution and referral partners.
• Follow up on and close leads while meeting close ratios, account growth, and profitability.
• Source additional opportunities from former clients and local businesses to support monthly goals.
• Maintain accurate activity, pipeline, and account information in the CRM system.
• Stay informed on industry trends, products, pricing, and Celero offerings.
• Attend training to build product and industry knowledge.
• Follow all company policies and safety standards.
• Perform other job-related duties as assigned.

Skills

B2B sales

Banking experience

CRM proficiency

MS Office

Territory management

Travel willingness

Analytical mindset

Education

High School Diploma

Job description

Celero Commerce is looking for a Bank Referral Account Executive to join our team in the Birmingham, AL region! This is a fast-paced, high-energy opportunity for a goal-oriented sales professional who thrives on building relationships and exceeding targets. In this role, you’ll generate new customer sales leads through financial institution and partner referrals, engage bankers and referral partners to cultivate strong relationships, and identify cross-sell opportunities with current and former clients to help meet monthly sales goals.

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.

Experience & Requirements

• Birmingham, AL– 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.
• High School Diploma required.
• Regular travel within the region.

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)

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 employee’s form I-9 to confirm work authorization.