Merchant Sales Consultant
Truist
Job Title
Identify and develop Merchant Services sales opportunities in an assigned market. Deliver consultative sales approach by helping business clients assess their payment processing needs and delivering solutions that address those needs. Actively work with assigned team to generate opportunities in support profitability and growth initiatives. The target market is specialized with varying sized client revenue.
Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
- Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
- Focus on new business development by selling payment processing solutions to existing clients and prospects with proactive market engagement. Consult with clients to identify payment processing needs and deliver a comprehensive solution to address.
- Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
- Responsible for providing client working capital services and solutions specifically focused on receivables.
- Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
- Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
- Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.
Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's degree or an equivalent combination of education and related work experience
- Proven experience with financial or payments products and/or services
- Ability to present and communicate effectively and confidently
- Proven experience working across departments, lines of business within large financial organizations
- Keep a growth mind set to adapt and resolve escalating complex issues
- Must be able to travel
Preferred Qualifications:
- Master's degree in Business, Marketing, Finance, Computer Science, or a related field of study
- Relevant banking experience through previous employment or training programs
- Industry certifications relating to Merchant Services
- Formal sales training
- 3+ years of sales experience of financial or payments products and/or services
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