Merchant Services Consultant

The Merchant Services Consultant position is a sales role responsible to develop marketing plans, customer calling, and sales of Merchant Service products targeted toward Commercial Real Estate, Commercial & Lower Middle Market segmented companies.

Essential Duties:

- Partners with Commercial Lenders, Treasury Solutions Consultant, and Branch teammates to uncover and help clients with Merchant Service solutions to both clients and prospects.  Will help to develop/execute on annual sales plan for each banker’s portfolio; joint calling, relationship planning, market events (as applicable).

- Develops new Merchant Services business by analyzing market research data and current customer data from internal systems for cross sell opportunities.

- Prepares and presents comprehensive sales proposals and presentations/demos to clients with a strong attention to detail and accuracy.

- Participating and leading product training for various audiences.

- Pre-call and post call imbedded in sales process

- Utilizes CRM Platform to track opportunity pipeline with notes, closed sales, and archiving of client & prospect interactions.

- Manages all elements of the Merchant Services sales cycle to include business development, prospect qualification, needs analysis, and close.

- Responsible for business relationship management of all Merchant Service products. Works closely with Merchant Service Vendors & City Bank Payments Analyst to implement new services and resolve any onboarding issues.

- Partners with Treasury Consultant sales team to uncover Merchant Service opportunities and effectively communicates for a smooth transition.

- Partners and supports identification of product improvements/solutions and communicating same to Sales Leader and Merchant Service vendor partners.

- Prepares Pricing Proforma and sales proposals after detailed needs assessment. Consultative sales approach is critical to selling the value of a relationship with the bank. Maintains strong consultative relationship with clients, particular emphasis on key client base to ensure the growth of the Merchant Services portfolio of the bank.

- Completes annual trainings as assigned and keeps up-to-date knowledge of risk as it relates to the job function.

- Performs other duties as assigned.

Equal Opportunity Employer/Veterans/Disabled