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.
Coach partners, call on prospects/clients, manage leads, make presentations, close sales, manage appointments and schedules, attend leadership meetings.
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.
Perform other duties as assigned.

Bachelor’s Degree
At least 4 years of proven sales experience in financial services and the ability to close deals and achieve ambitions targets.
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.
Thorough knowledge of various software programs including Word and Excel, and the ability to quickly learn additional systems/software.
Fluency in an additional language
Proficiency in Salesforce

Regional Sales Advisor – Merchant Services

Key skills