Source 100% of opportunities independently —no inbound leads, referrals, or assigned accounts
Build a pipeline from scratch using bank‑provided prospecting tools, cold calling , Center of Influence (COI) development , and sustained community engagement
Execute a field‑based sales strategy , spending at least three days per week meeting prospects in person
Target middle‑market and upper‑middle‑market companies with $1MM+ in annual card spend
Initiate and lead conversations with C‑suite executives and senior finance leaders to understand spend strategy, controls, and business objectives
Conduct detailed spend and expense analysis to identify inefficiencies and develop executive‑level recommendations
Position and advise on the most effective card programs, confidently articulating value, ROI, and governance considerations
Collaborate with internal partners to deliver a seamless, consistent client experience from sale through implementation

Bachelor's degree, or equivalent work experience
Seven to nine or more years of relevant work experience
Ability to travel (local and regional, some national)
Well-developed sales and new business development skills, including the development of sales strategies and goals and closing skills
Business credit card sales experience
Proven success developing COIs
Experience working with business customers with $10MM+ in annual revenue preferred
Thorough knowledge of unit payment products
Basic knowledge of the organization and its products, services and operations
Basic knowledge of product marketing, client service issues, and organization operations
Strong marketing, negotiation and decision-making skills
Strong organizational and problem-solving skills
Strong customer service/relation skills with ability to creatively resolve client concerns and issues
Excellent interpersonal, presentation, verbal and written communication skills
Good understanding of basic accounting principles related to financial transactions

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

National Card Consultant

Key skills