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Sales Advisor - Merchant Services
Sales Advisor - Merchant ServicesTexas Staffing • Houston, TX, US
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Sales Advisor - Merchant Services

Sales Advisor - Merchant Services

Texas Staffing • Houston, TX, US
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Job Title

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 while also coaching partners, calling on prospects / clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts.

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.

Basic Qualifications : Bachelor's Degree, at least 4 years of proven sales experience in financial services and the ability to close deals and achieve ambitious targets. Other : Business travel, as necessary.

Preferred Qualifications : 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. Approach challenges creatively and find solutions that benefit both clients and the bank. 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.

Exempt Status : Yes, not eligible for overtime pay. Workplace Type : Remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Specific work arrangements will be provided by the hiring team.

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Service Advisor Sales • Houston, TX, US

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