Bank Referral Account Executive - Merchant Services

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 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 [email protected].