The Regional Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space from $3-$50 million.
Partner with business bankers to identify new sales opportunities for merchant services while also coaching partners.
Calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts.
Actively prospect and build relationships with new clients, converting leads into valuable partnerships.
Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs.
Build pipeline, convert leads, navigate complex hardware and software needs, and close deals, consistently exceeding daily and weekly targets.
Collaborate with various bank units to identify cross-selling possibilities and maximize client profitability.
Resolve client concerns and build long-lasting relationships based on expertise and exceptional service.
Teach, coach, motivate, drive merchant education and sales growth within your respective banker coverage team.
Accurately report out all leads, opportunities and status updates within the CRM and understand trends in your sales behaviors by using dashboards and reports.
Requirements
Bachelor’s Degree
At least 4 years of proven sales experience in financial services and the ability to close deals and achieve ambitions targets
Business travel, as necessary.
2-5 years’ experience in merchant services sales in the $3-$50 million space
Previous sales expertise in the business/middle market space from $3-$50 million in annual sales.
Exceptional communication, collaboration and relationship-building skills.
Ability to multitask and juggle complex tasks in a fast-paced environment.
Strong problem-solving skills and a customer-centric approach.
Utilize technology effectively to manage your workload and client relationships.
Approach challenges creatively and find solutions that benefit both clients and the bank.
Thorough knowledge of various software programs including Word and Excel, and the ability to quickly learn additional systems/software.
Ability to utilize technology effectively to manage your workload and client relationships.
Fluency in an additional language
Proficiency in Salesforce
Benefits
health insurance coverage
wellness program
life and disability insurance
retirement savings plan
paid leave programs
paid holidays
paid time off (PTO)
Applicant Tracking System Keywords
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