Associate Account Executive

Celero Commerce•Brentwood, TN

About The Position

The Associate Account Executive supports new and existing clients, primarily local bank partners, within the Nashville, Tennessee territory. The role performs routine administrative and client-service tasks related to selling merchant services and works closely with an Account Executive. It also helps maintain mutually beneficial relationships with financial institution partners and assists with sales activities for business clients. The position is based in the Nashville region and requires travel within the assigned territory. It reports to the FI Channel Sales Manager. The role is full-time and exempt, with an immediate start date. A high school diploma is required.

Requirements

  • At least 1 year of data-entry experience.
  • Strong computer skills and proficiency with CRM systems.
  • Excellent written and verbal communication skills.
  • Maintain a professional, cooperative, and enthusiastic manner when interacting with banking partners, merchants, and colleagues.
  • Ability to travel within the assigned territory.
  • Strong prospecting, networking, and business-development skills.
  • Ability to multitask in a fast-paced sales and customer-service environment.
  • Proficiency in Microsoft Office Suite, including advanced knowledge of Excel, Word, and Outlook.
  • Ability to stay organized while managing responsibilities and workflows.
  • Ability to work independently and as a team member.
  • Aptitude for understanding, interpreting, and analyzing financial data.
  • Commitment to ongoing learning about job responsibilities, company systems, and external processing platforms.
  • High school diploma required.

Nice To Haves

  • Banking industry experience is a plus.

Responsibilities

  • Complete administrative tasks related to selling merchant services, including application processing and client communication.
  • Process customer requests and escalate issues to the Account Executive when necessary.
  • Pull, analyze, and format reports for clients at the branch level.
  • Maintain the Account Executive’s schedule, including appointments and lead-generation follow-ups.
  • Coordinate reporting on new prospects and existing client lists for the Account Executive.
  • Build strong relationships with banking partners to support mutually beneficial working relationships with financial institutions.
  • Participate in consultative sales proposals for prospective business clients under the direction of the Account Executive.
  • Follow company policies and procedures, including safety standards.
  • Perform other job-related duties as assigned.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Identity theft protection
  • Paid time off
  • 401(k) with a 4% match
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