Consultant

• Responsible for consultative sales of Payments Solutions to assigned clients
• Executes sales plan and develops partnership with internal partners
• Manages a portfolio of clients with payments needs
• Develops detailed relationship plans for clients/prospects
• Provides client working capital services and solutions
• Adheres to policies and escalates issues to leadership
• Consults with clients through various communication methods
• Responsible for accurate reporting of sales efforts
• Meets clients virtually to assess needs and make recommendations
• Coordinates fulfillment process and makes referrals as needed
• Manages complex servicing issues for clients
• Meets individual performance goals

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