Bank Referral Account Executive - Merchant Services

Deluxe • Georgia, Georgia • 1h ago

Why Join Us

Be part of an organization that's driving change and consistently recognized as a top employer. At Deluxe, we know that great people build great companies-and we invest in you accordingly.

We're proud to be recognized as a Great Place to Work and a top workplace for Moms, Dads, LGBTQ+ employees, and Veterans.

We offer competitive benefits starting on day one, designed to support your life both in and out of work.

42% of our employees have stayed for 10+ years, citing our people, benefits, work-life balance, inclusive culture, and team support as key reasons why.

This position is REMOTE but you must be located in Chattanooga - Tennessee, Birmingham - Alabama, Fargo - North Dakota, or Rosemont - Illinois.

Deluxe - Merchant Services is looking for a Bank Referral Account Executive to join our team! 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.

Basic Qualifications:

Bachelors in related field and 0 years' of experience or HS/GED and 4 years of experience

Preferred Qualifications:

Based in one of the regions above

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.

Additional Basic Qualifications:

Must be 18 years of age or older

Benefits

In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees' whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:

Healthcare (Medical, Dental, Vision)

Paid Time Off, Volunteer Time Off, and Holidays

Employer-Matched Retirement Plan

Employee Stock Purchase Plan

Short-Term and Long-Term Disability

Infertility Treatment, Adoption and Surrogacy Assistance

Tuition Reimbursement

These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.

Deluxe Corporation is an Equal Employment Opportunity employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.

Please view the electronic EEO is the Law Poster (http://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) which serves to inform you of your equal employment opportunity protections as part of the application process.

Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to deluxecareers@deluxe.com .

Deluxe

Go to Apply

Share this job

Similar Jobs

SUPERVISORY STAFF ACCOUNTANT

U.S. Marine Corps • Georgia, Georgia • 6h ago

Finance, Accounting & Banking

Summary You will serve as a SUPERVISORY STAFF ACCOUNTANT in the G-8 of MARINE CORPS LOGISTICS COMMAND. Responsibilities You will lead complex accounting, budget execution, and financial management programs supporting a l...

6h ago

Go to Apply

Agency Sr. Underwriter - Affordable

KeyBank • Georgia, Georgia • 1w ago

Finance, Accounting & Banking

Location: 8117 Preston Road, Suite 400, Dallas Texas The selected candidate will be responsible for performing comprehensive due diligence and underwriting activities for Fannie Mae , Freddie Mac , and Private Placement...

1w ago

Go to Apply

Analyst, PBM Financial Operations - Revenue Cycle

CVS Health • Georgia, Georgia • 2w ago

Finance, Accounting & Banking

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate...

2w ago

Go to Apply

Analyst, Finance & Analytics - REMOTE

Molina Healthcare • Georgia, Georgia • 2w ago

Finance, Accounting & Banking

JOB DESCRIPTION Job Summary Provides analyst support for financial analysis activities including data/text mining, analysis, modeling, and predicting to understand business issues, develop solutions and enable informed b...

2w ago

Go to Apply

Financial Operations Analyst

CVS Health • Georgia, Georgia • 4w ago

Finance, Accounting & Banking

4w ago

Go to Apply

Dynamics 365 Developer (Remote Opportunity)

VetsEZ • Georgia, Georgia • 2d ago

IT & Engineering

We are currently looking for a Microsoft Dynamics 365 Developer for a 100% remote position supporting a large federal government healthcare modernization project. This role will support a Department of Veterans Affairs (...

2d ago

Go to Apply

D6 - District Communications Specialist - Communications Spec 2 - Cartersville, GA

State of Georgia • Georgia, Georgia • 3d ago

Sales & Marketing

JOB SUMMARY:Under general supervision, plans, develops and implements a communications or outreach program, and/or public relations plan for an assigned agency, department, facility or function. Develops informational pu...

3d ago

Go to Apply

Data Engineer

CVS Health • Georgia, Georgia • 3d ago

IT & Engineering

3d ago

Go to Apply

Senior Account Manager

Zayo • Georgia, Georgia • 3d ago

Management & Administrative

Company Description Zayo provides mission-critical bandwidth to the world's most impactful companies, fueling the innovations that are transforming our society. Zayo's 141,000-mile network in North America and Europe inc...

3d ago

Go to Apply

District 1: Const Project Specialist 1, TRP051 PG: L, Gainesville, Hall Co. GA (Area 1)

State of Georgia • Georgia, Georgia • 4d ago

TRP051 Transportation Specialist 2 - 19321 Construction Project Specialist 1 Pay Grade L $55,000.00 JOB SUMMARY:Under general supervision, provides working level professional support in one or more of the following areas...

4d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)