Merchant Call Center Sales Associate

Merchant Call Center Sales AssociateWells Fargo is seeking a Merchant Call Center Sales Associate in Merchant Services. This role supports a dedicated triage function that validates customer intent and readiness before routing qualified opportunities to the appropriate sales consultant, ensuring the right conversation happens at the right time.Job Role Includes:Engage prospective business customers through inbound and outbound calls using opportunities received from various internal and external sources.Assess customer profiles and identify merchant payment processing needs, including Point of Sale (POS) systems, terminals, ecommerce and mobile solutions.Validate customer interest, intent and readiness to engage in a sales consultation using established qualification criteria and complete warm handoff to a Sales Consultant.Educate business customers on available electronic payment processing solutions and provide introductory information relevant to their needs.Route opportunities that meet readiness criteria to the appropriate sales consultant, providing relevant customer information to support a seamless handoff.Document customer needs, qualification outcomes and next steps in the customer relationship management system to support consistent intake and lead prioritization.Identify customers who are not yet ready for a sales consultation and follow established processes for appropriate follow-up or disposition.Partner with Wells Fargo Merchant Services and other Wells Fargo lines of business to clarify referral information and support timely routing of opportunities.Address customer and prospect inquiries within the scope of the role, following established protocols to direct servicing or technical needs to the appropriate support team.Maintain accurate opportunity records and provide feedback on lead quality, customer readiness and routing effectiveness to support ongoing process improvements.Support performance objectives related to qualification quality, timely customer engagement and effective handoffs, contributing to improved conversion performance and speed to sale.Required Qualifications, US:6+ months of Merchant Services, Contact Center Sales, or Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.Desired Qualifications:Tele-Sales, financial services, or products and services sales experience.Merchant Services experience is highly desired but not required.Experience qualifying leads, assessing customer readiness and routing opportunities to sales teams.Experience managing outbound outreach and follow-up activities.Experience supporting inbound customer and prospect calls.Ability to identify customer needs and apply established criteria to determine appropriate next steps.Knowledge and understanding of financial document processing in a corporate environment.Knowledge and understanding of regulatory requirements and disclosures.Bilingual speaking, reading and writing proficiency in Spanish and English.Strong problem-solving skills and sound judgment when addressing customer inquiries.Excellent verbal and written communication skills.Basic knowledge and understanding of financial products and services.Experience with sales lead management CRM systems, such as Salesforce or Microsoft Dynamics.Ability to navigate multiple computer systems and applications, utilize search tools to find information, and apply basic Microsoft Office skills.Ability to manage production goals, deadlines and quality metrics while maintaining accurate customer records.Job Expectations:Willingness to work on-site at stated location on the job opening.This position is not eligible for visa sponsorship.Work Schedule: Monday-Friday, 9am-6pm CSTYou will receive structured classroom training, continued on-the-job training and side-by-side mentorship.This position offers a hybrid work schedule.Posting Location:401 Las Colinas Blvd W. Bldg B - Irving, TexasPosting End Date: 18 Nov 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.