Bank Referral Account Executive

Job Title: Bank Referral Account Executive

Industry: Financial Services / Payment Solutions

Location (City, State):

• Winchester, VA (Shenandoah Valley Region) — local residency required
• 100% remote but must live within the Winchester/Shenandoah Valley area.

Assignment Type: Direct Hire

Pay: $70,000 – $75,000 base salary (depending on experience) + annual commission potential

Work Schedule: Standard business hours, Monday–Friday (full-time, 40 hours/week)

Benefits: This position is eligible for medical, dental, vision, and 401(k).

About Our Client:

Our client is a growing provider of payment technology and business solutions supporting small and mid-sized businesses nationwide. Their teams focus on delivering streamlined software, data tools, and merchant services that help customers improve efficiency and drive profitability. This role supports their Financial Institution (FI) referral sales channel.

Job Description:

We’re seeking a motivated, relationship-driven sales professional to support our client’s bank referral program in the Shenandoah Valley region. This position is ideal for candidates who enjoy fast-paced goals, building partnerships with financial institutions, and consistently driving new merchant acquisition. The ideal candidate thrives in a metrics-oriented environment, brings strong communication skills, and has a competitive, high-energy approach to sales.

Key Responsibilities:

• Build and maintain strong relationships with assigned banks and referral partners to generate consistent, high-quality leads.
• Manage the full sales cycle, from prospecting through close, across regional financial institutions and partner networks.
• Consistently meet or exceed targets in new merchant accounts, applications, proposals, and revenue.
• Reconnect with former clients and local businesses to expand opportunities beyond referral leads.
• Maintain accurate records and sales activity within CRM tools while meeting agreed productivity metrics.
• Stay informed on industry trends, pricing, and competitive landscape to effectively position offerings.
• Participate in ongoing training and professional development programs.
• Support additional tasks or projects as needed.

Qualifications:

• 2+ years of sales experience, preferably within banking, financial services, or payment processing.
• Proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook).
• Strong analytical skills and ability to interpret financial or sales-related data.
• Highly organized, able to manage competing priorities and work both independently and collaboratively.
• Professional communication skills, polished presentation, and a competitive, goal-oriented mindset.
• Associate’s or Bachelor’s degree in Business, Finance, or related field preferred.
• Valid driver’s license required.

Additional Details:

• Equipment provided: laptop, monitors, docking station, keyboard, mouse.
• Attire: Business professional.
• Start date: Within two weeks of offer.
• Team size: Approximately 20 Account Executives across multiple states.

Perks:

• Strong earning potential with uncapped commission after ramp-up period.
• Supportive leadership with transparent communication and high engagement.
• Opportunity to grow within a high-demand financial technology sector.
• Credit card provided for fuel and approved business expenses.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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