Merchant Relationship Manager

About the role

The Territory Sales Manager is responsible for selling merchant services products to prospective and existing customers of FFB Bank. The role involves prospecting the sales territory, generating and responding to referrals, servicing/supporting merchant services clients, and providing telephone support.

Responsibilities

• Generates new leads through outbound calls, emails, networking, and in-person meetings.
• Builds and maintains strong relationships with prospective and existing clients to drive long-term business.
• Uses CRM systems to track interactions, update customer records, and manage pipeline activity.
• Prepares proposals and performs sales presentations and product training at client locations.
• Prepares client implementation documents and maintains client files.
• Performs follow-up with Merchant Services referrals from bank employees.
• Provides telephone support and acts as primary customer service contact for Merchant Services customers to assist with general account inquiries, technical support, billing, and any other special requests.
• Maintains portfolio reports, identifies revenue opportunities, and performs periodic portfolio reviews.
• Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making.
• Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement.
• Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT responsibilities specific to the role.

Requirements

• Bachelor’s degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related).
• Minimum 3–5 years of related experience in banking, merchant services sales, or relevant industry required.
• Demonstrated ability to cross-sell and explain all products and services with confidence and authority.
• Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations preferred.
• Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution.
• Experience with CRM's and Payment Gateways preferred. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required.
• Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.
• Strong organizational and time management abilities with attention to detail.
• Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams.
• Ability to take initiative and impact change within the Bank through consensus building and conflict resolution.
• Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs.
• Commitment to continuous learning and professional development to stay current with industry standards and best practices.
• Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders.
• Capable of managing multiple priorities and meeting deadlines in a dynamic environment.
• Ability to work independently with minimal supervision and as part of a team.
• Proven ability to adapt to changing priorities and procedures.

Qualifications

• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.