About the role

  • Regional Sales Advisor responsible for generating client relationships in financial services. Focused on payment solutions and merchant services in the $3-$50 million space.

Responsibilities

  • 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.

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.
  • 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

Benefits

  • Tobacco-Free Hiring Practice
  • Professional development opportunities

Job title

Regional Sales Advisor – Merchant Services

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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