Account Executive, Deposits - REMOTE
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-06-04
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Sales
Business Development, Sales Representative, B2B Sales, Sales Manager -
Business
Business Development
About Quorum Federal Credit Union
At Quorum Federal Credit Union, we are acutting-edgecredit union thatoperatesas a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth.
Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you.
The Deposit Account Executive is the driving force behind generating new low-cost deposits for Quorum. Working remotely, this role is accountable for identifying, acquiring and expanding new business opportunities by focusing on the development of third-party referral partners for products such as Probate Express Estate & Trust accounts and other to be developedfinancialproducts. Compensation is designed to incentivize performance with aforgivable draw. Itrequiresa passion for driving revenue growth to successfully meet required quarterly sales targets.
The position works independently within a US-based territory and uses his or her judgment and knowledge to identify and develop relationships with prospects. It reports directly to the Sr. Manager, Digital Growth Marketing.
- 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 life cycles 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.
- 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.
- 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…
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