Merchant Services Sales Specialist

JOB FUNCTION / SUMMARY:

The Merchant Services Banker 2 independently manages sales and support of merchant solutions and related value-added services for business clients. This role drives new business development through active prospecting, cold calling, and partnership with internal and external referral sources. The position contributes directly to portfolio revenue through recurring fee income generation and consultative selling.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Markets and sells the bank’s full suite of merchant services and core banking products to existing and prospective clients, including business management value-added applications.

Partners with Retail, Business, and Commercial Banking teams to source referrals, develop proposals, and deliver presentations.

Provides consultative support to clients and internal partners; independently manages moderate-complexity merchant accounts.

Educates internal and external partners on merchant offerings and supports sales enablement activities.

Maintains up-to-date knowledge of technology trends, payment acceptance tools, pricing models, and compliance requirements.

Uses CRM and reporting tools to manage pipeline, forecast revenue, and track activity and engagement.

Represents the bank in community and business events to strengthen brand presence and drive new business.

Responsible for sourcing at least half - often the majority - of sales pipeline activity.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

High school diploma or GED required; Bachelor’s degree preferred.

5+ years of banking or financial services experience; merchant services/card payments experience strongly preferred.

Demonstrated success in achieving sales and revenue goals.

Strong consultative sales, communication, and presentation skills.

Proficiency with Microsoft Office Suite and CRM systems.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

Ability to travel if required to perform the essential job functions

Ability to work under stress and meet deadlines

Ability to operate related equipment to perform the essential job functions

Ability to read and interpret a document if required to perform the essential job functions

Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.