Centralized Merchant Consultant

Bank of America•Richmond, VA
•$26 - $39•Onsite

About The Position

At Bank of America, the Centralized Merchant Consultant provides payment processing solutions to small business clients in a phone-based environment. The role primarily serves clients referred by an assigned group of small business specialists, financial centers, and other internal partners. The consultant learns about clients’ priorities and recommends solutions to meet their business needs, maintaining awareness of merchant payment processing solutions, pricing, software, gateways, and security. The position uses consultative sales across multiple channels, develops sales opportunities through inbound and scheduled outbound calls, and works toward sales and revenue goals while maintaining operational excellence, risk management, and a strong client experience. It is based at the Villa Park Ops Center in Richmond, Virginia, and follows first-shift hours for 40 hours per week.

Requirements

  • 2 to 4+ years of sales experience.
  • Customer focus and relationship-building skills.
  • Oral and written communication skills.
  • Time management skills.
  • Consultative sales and pipeline management skills.
  • Problem-solving and teamwork skills.
  • Presentation skills.
  • Telephone sales and referral sales skills.
  • Technical expertise.
  • Motivation to succeed in a performance-driven environment.
  • High school diploma, GED, secondary school, or equivalent.

Nice To Haves

  • Business acumen and industry knowledge in healthcare, retail, restaurants, business-to-business, and ISV.
  • Knowledge of merchant products and solutions.
  • Multilingual ability.
  • Learning agility.
  • Experience with a CRM (Client Relationship Management System).

Responsibilities

  • Use consultative sales processes to provide merchant payment solutions to small business clients through Advanced Client Solutions, Financial Centers, Digital, and direct inbound calls.
  • Work toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations.
  • Follow the workforce management team’s schedule to ensure adequate phone coverage in a contact center environment.
  • Collaborate with internal partners and clients to determine payment processing needs and connect clients with expertise across the company.
  • Proactively identify opportunities and develop a sales pipeline through inbound and self-scheduled outbound calls.
  • Determine external prospecting sources, including association, center-of-influence, and vendor relationships; attend trade shows as assigned.
  • Adapt to changes in the payment processing environment, maintain accurate records, and adhere to Service Level Agreements.

Benefits

  • Industry-leading benefits.
  • Access to paid time off.
  • Resources and support for employees.
  • Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, business-line or group performance and contributions, and company success.
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