Regional Sales Advisor - Merchant Services
Core
Generate and expand client relationships by providing expert payment solutions and recommendations to business/middle market clients ($3-$50M), partnering with business bankers to identify new sales opportunities.
Role type
Regional Sales Advisor (Merchant Services)
Builds
Payment solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and complex hardware/software needs for merchants.
Domain
Financial Services / Merchant Services
Deliverable
product features
Required skills
Prospecting, relationship building, sales closing, pipeline management, CRM reporting, cross-selling collaboration, merchant education, complex hardware/software navigation
Preferred skills
Merchant services sales experience ($3-$50M space), Salesforce proficiency, additional language fluency, multitasking in fast-paced environments, creative problem solving
Technologies
Salesforce, Word, Excel
Responsibilities
Actively prospect and convert leads into partnerships; Sell payment solutions and navigate complex hardware/software needs; Build pipeline and close deals exceeding targets; Collaborate with bank units for cross-selling; Resolve client concerns; Coach and motivate banker coverage teams; Report leads and opportunities in CRM
Seniority
Mid-level, hands-on IC