Merchant Service Sales

Duties And Responsibilities

• Develop business relationships with clients
• Promote business for the Bank by providing exceptional quality customer service
• Achieve established Bank goals through active participation in sales management
• Provide leadership, training and support to less experienced bank personnel
• Serve as a subject matter expert in support of a full range of services offered to clients
• Establish and provide training and service programs to orient clients in the operation and maintenance of Merchant Service products
• Demonstrate services and products to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation
• Serve as liaison between current and potential clients and the Bank to resolve questions regarding Merchant Service products and services
• Attend sales meetings and contribute as appropriate
• Maintain account records, prepare sales call reports and ensure the accuracy of agreements
• Initiate client relationships and also accompany relationship sales officer/manager on selling missions
• Secure and renew orders, arrange delivery dates and coordinate order fulfillment of other Merchant Service products
• Maintain contact with and service key accounts
• Promote satisfactory client relations via follow-up and check-in calls
• Work closely with bank personnel to ensure prompt service to clients
• Provide field technical services to clients in compliance with service contract requirements
• Promote banking solutions to clients by cross-selling appropriate products
• Aid in preparation of proposals for new and existing contracts
• Be familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Minimum Qualifications

• Bachelor’s degree in finance, business or related field
• Three (3) years customer service experience required
• Three (3) years Banking or credit card experience required
• Comprehensive knowledge of merchant services products and services with the ability to cross sell applicable products
• Basic knowledge of related federal and state banking compliance regulations and other Bank operational policies
• Knowledge of basic accounting
• Knowledge of Microsoft Outlook, Word, Excel and PowerPoint
• Ability to analyze and interpret various financial data
• Excellent customer service skills
• Excellent written and verbal communication skills (grammar, positive tone, etiquette, confidence and listening skills)
• Self-motivated and disciplined
• Excellent organizational and time management skills, as demonstrated in previous position meeting multiple objectives and deadlines
• Attention to detail, as demonstrated in previous experience preparing data and checking for accuracy prior to submission
• Excellent interpersonal skills to deal with officers and employees on all levels

Physical Requirements And Environmental Conditions

• Sustained standing and sitting
• Frequent use of PC, including typing or sustained attention to monitor
• Occasional presentations requiring public speaking to small groups
• Occasional lifting of basic office files or equipment up to 20 lbs
• Travel in and out of state approximately 20% of the time
• Normal office environment with comfortable internal temperatures and low level noise