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