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:

1. 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).
2. Develops new Merchant Services business by analyzing market research data and current customer data from internal systems for cross sell opportunities.
3. Prepares and presents comprehensive sales proposals and presentations/demos to clients with a strong attention to detail and accuracy.
4. Participating and leading product training for various audiences.
5. Pre-call and post call imbedded in sales process
6. Utilizes CRM Platform to track opportunity pipeline with notes, closed sales, and archiving of client & prospect interactions.
7. Manages all elements of the Merchant Services sales cycle to include business development, prospect qualification, needs analysis, and close.
8. 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.
9. Partners with Treasury Consultant sales team to uncover Merchant Service opportunities and effectively communicates for a smooth transition.
10. Partners and supports identification of product improvements/solutions and communicating same to Sales Leader and Merchant Service vendor partners.
11. 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.
12. Completes annual trainings as assigned and keeps up-to-date knowledge of risk as it relates to the job function.
13. Performs other duties as assigned.

Equal Opportunity Employer/Veterans/Disabled