Merchant Services Sales Officer II

Merchant Services Sales Officer II

This position is responsible for, but not limited to, directly selling merchant services to business customers within a defined geographic territory. This person will support the merchant services sales efforts by interacting with the Treasury Management Sales Officers, Commercial Lenders and Branch Managers to coordinate, supervise and monitor the sales, implementation and support of the various merchant services products with business customers.

This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:

• Actively prospecting targeted business customers via self-sourced initiatives as well as joint calling efforts with Treasury Management Sales Officers, Commercial Lenders and Branch Managers
• Consult with new and existing corporate clients to develop needs-based recommendations for their merchant services needs
• Perform competitor product and statement analysis
• Prepare and deliver customized professional sales presentations and proposals that are responsive to individual customer needs
• Partner with Treasury Management Sales Officers, Commercial Lenders and Branch Managers to provide recommendations on cross-sell opportunities for additional Bank products and services
• Participate in branch and commercial lender sales meetings within defined geographic area
• Assist the Merchant Services Director with on-going sales training to Treasury Management Sales Officers, Commercial Lenders and Branch Managers on new developments in merchant services products
• Assist in the development of sales campaigns for new and existing products
• Ensure proper account documentation and agreement execution
• Responsive to business customer and bank employee inquiries regarding merchant services products
• Accomplish sales goals focused on generating new merchant services relationships and enhancing fee revenue within defined geographic area
• Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
• Provide assistance to other employees by liaising with them through healthy and positive interactions
• Be involved in performing marketing endeavors/efforts
• Continuously update skills by participating in professional training
• Seek opportunities to improve skills through cross-training offered by the Bank
• All other tasks, responsibilities or duties, as directed by management

Bachelor's Degree preferred in business, finance or accounting, with at least two years of experience in merchant services sales. Local travel within defined geographic area. Working knowledge of financial institution products and procedures. Effective communication skills including written and oral presentation skills. Proven PC skills, highly proficient in Microsoft Applications (Outlook, Excel, Word and PowerPoint) and internet-based systems experience. Demonstrated consultative sales skills.

Must have strong communication skills characterized by excellent writing and speaking skills. Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department. Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank. Must have good knowledge of business English, including spelling and punctuation. Must be well-organized, accurate, and attentive to detail. Must be cooperative and willing to assist coworkers and customers on a regular basis. Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others. Must possess excellent multi-tasking skills and be able to function well under pressure. Must be able to remain composed under pressure and respond to customer and coworker concerns regularly. Must have a keen eye for detail and follow instructions to the letter. Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times.

Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each work day. Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift. Must be able to walk frequently throughout the day to obtain supplies from other areas in the Bank and to cover for other employees, on break or on lunch. Must be able to hear and communicate with coworkers and customers throughout the day. May need to lift up to 25 pounds one to two times a day to perform job.

Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank's grooming and dress codes. Must demonstrate excellent interpersonal skills with customers and coworkers. Must be willing to function as a team member. Must be willing to demonstrate commitment to CenterState Bank's mission and goals.

CenterState complies with federal and state banking laws, such as the Bank Secrecy Act (BSA), USA PATRIOT Act, and other related anti-money laundering/anti-terrorist financing initiatives. The Bank has established a Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control (BSA/AML/OFAC) Compliance Program and employees are expected to adhere to federal and state banking laws, as well as the Bank's procedures and/or internal controls. The Bank will terminate the employment of employees who fail to comply with banking laws and/or the Bank's procedures/controls.

CenterState Bank is an equal opportunity employer and does not discriminate against applicants or employees on any unlawful basis, including race, color, religion, gender, sexual orientation, marital status, age, national origin, ancestry, gender identity, disability, genetic testing, service in the military, citizenship status or any other characteristics protected by federal, state or local law. CenterState also prohibits unlawful harassment of applicants/employees based on these protected categories.

CenterState complies with The Americans with Disabilities Act ("ADA") and state and local disability laws and will provide reasonable accommodations to qualified individuals with disabilities, unless doing so will cause an undue hardship. The Bank encourages employees/applicants who believe they need reasonable accommodations to contact the Human Resources Department at View phone number on click.appcast.io.

I have received and reviewed a copy of the attached Job Description. I understand that I am expected to perform the duties of this position, and, in the event that I am unclear about the position's requirements, I will contact my supervisor or Human Resources as soon as possible for clarification.