Job Description
Description:
Β Develop and nurture relationships with assigned Financial Institutions and referral partners to generate a steady flow of quality leads aligned with performance metrics.
Β Successfully close leads from assigned FIs and partners, achieving company-defined metrics for close ratios, account volume, and profit margins.
Β 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.
Β Maintain accurate, up-to-date records in the CRM system, meeting or exceeding agreed success metrics for pre-sales activities.
Β Stay informed on industry trends, company products, pricing, and competitive advantages to drive success.
Β Participate in job-related training, webinars, and classes to continually enhance knowledge and skills.
Β Adhere to company policies, procedures, and safety standards.
Β Perform additional job-related duties as assigned.
Requirements:
Β 2+ years of direct sales experience.
Β Banking industry experience.
Β Proficiency in CRM systems.
Β Advanced knowledge of Microsoft Office Suite, particularly Excel, Word, and Outlook.
Β Strong organizational skills with the ability to prioritize responsibilities and workflows.
Β Ability to work independently and collaboratively as part of a team.
Β Analytical aptitude for interpreting and analyzing financial data.
Β Commitment to continuous learning, including mastering company systems and external processing platforms.
Β High School Diploma required.
Β Out-of-State Travel: Approximately 10%.
Β In-State, In-Bank Activity Travel: Approximately 20%.
Benefits:
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