Regional Sales Advisor - Merchant Services

Regional Sales Advisor - Merchant Services

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. You will also 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.

Duties and responsibilities include:

• 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.
• Performs other duties as assigned.

Basic qualifications include:

• Bachelor's Degree
• At least 4 years of proven sales experience in financial services and the ability to close deals and achieve ambitious targets.

Other preferred qualifications include:

• 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.