Bank Referral Account Executive

Celero Commerce; Fargo (ND); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401k (4% match)

Job summary

Celero Commerce is seeking a Bank Referral Account Executive for the Fargo, North Dakota region. This fast-paced role is ideal for a goal-oriented sales professional focused on building relationships and exceeding sales targets.

Responsibilities include generating customer leads through financial institutions, engaging bankers to cultivate relationships, and identifying cross-sell opportunities. The role requires at least 2 years of B2B sales experience, with a preference for those knowledgeable in payments.

Qualifications

• 2+ years of B2B sales experience or banking experience with business clients.
• Strong preferred experience in payments or merchant services.
• Experience working with referral partners or territory-based production models.

Responsibilities

• Generate a high volume of quality leads through financial institution and partner referrals.
• Close leads while meeting expectations for close ratios and account growth.
• Proactively source additional opportunities to support monthly goals.

Skills

B2B sales experience

CRM proficiency

Microsoft Office Suite

Organizational skills

Analytical ability

Education

High School Diploma

Tools

CRM systems

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Bank Referral Account Executive Needed

Celero Commerce is looking for a Bank Referral Account Executive to join our team in the Fargo, North Dakota 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:

• 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.
• High School Diploma required.
• Regular travel within the region.

Reports to:

VP Merchant Sales FI Channel

Start date:

Immediate

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)

Equal Employment Opportunity Statement:

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.