Account Executive, Deposits

Role Overview

• Prospecting and Lead Generation
• Identifies and targets potential strategic B2B deposit clients and partners through research, networking and cold-calling.
• Continuously generates leads and opportunities to build and maintain a robust sales pipeline.
• Utilizes CRM to maintain detailed notes during relationship lifecycles with each potential client and partner.
• Develops a strong follow-up strategy to ensure the conversion from relationship lead to deposit producing partner.
• Attends trade shows, industry events, association speaking engagements and other types of target-rich environments to establish contacts and develop new business.
• Monitors industry trends and collaborates with the department Manager to stay relevant and introduce product enhancements for new and existing partnerships.
• Collaborates closely with leadership to expand B2B strategic partnerships into additional lines of business.
• Sales Presentations
• Collaborates with Quorum leadership and business units to fully understand and become a Subject Matter Expert on the product lines offered to potential B2B clients and strategic partners.
• Develop and perfects effective sales tools such as PowerPoint presentations, sales brochures, fact sheets and takeaways.
• Conducts compelling sales presentations and detailed demonstrations to showcase Quorum’s products and services and illustrate their value proposition to potential B2B clients and partners.
• Tailors every presentation to address the specific needs and challenges of prospective clients and partners.
• Presentations are made in-person and virtually, based on the preference of the client or partner.
• Utilizes negotiation skills to address any concerns and overcome any objections.
• Partner Relationship Management
• Provides the partner with initial and ongoing training, updates and information regarding the deposit program value proposition, features and functions.
• Uses superior interpersonal skills to understand partners’ needs, quickly resolve any concerns and maintain strong, long-lasting relationships.
• Utilizes (CRM) to notate all conversation and interactions with partners, including deliverables and deadlines.
• Establishes a regular follow-up and status check process with each partner to ensure their satisfaction and remain proactive to their needs.
• This should include in-person, virtual and digital contact methods.
• Collaborates with internal teams to resolve issues, expand product offerings, identify process improvements and workflow enhancements, and remain current in knowledge of existing products and services.
• Sales Reporting and Forecasting
• Utilizes various M365 tools to keep accurate and real-time records of sales activities, pipeline and sales forecasts.
• Provides monthly sales and performance reports, as well as other ad hoc reporting to management.
• Collaborates closely with Management to provide partner status reports to determine if strategy pivots are required.
• Meets or exceeds quarterly sales targets.

Requirements

• Bachelor’s degree in Business Administration or similar field is strongly preferred.
• Minimum of 2-3 years of experience in sales/partnership/business development is required.
• Strong knowledge of solution-based consultative sales techniques in a financial environment a plus.
• Ability to acquire an in-depth understanding of Credit Union products and services and recommend new products and services to management.
• Ability to balance strategic vision with near-term opportunities.
• Excellent problem-solving, organizational, analytical, verbal, and written communication skills.
• Strong decision making and time management skills with the ability to manage multiple projects/duties.
• Results driven, service oriented, self-motivated, and able to work independently.
• Trustworthy with the ability to maintain the highest level of integrity and trust.
• Proficiency in Microsoft Office.
• Infrequent travel may be required.

Benefits

• Medical
• Vision
• Dental
• Retirement Benefits