Inside Sales Advisor - Merchant Services

Huntington National Bank•Lansing, MI

1d•Remote

About The Position

The Inside Sales Advisor – Merchant Services generates and expands client relationships by providing expert payment solutions and recommendations to small businesses with annual sales from $0 to $3 million. The role partners with branches to identify merchant services sales opportunities, coach branch staff, contact prospects and clients, manage leads, present solutions, close sales, schedule appointments, attend leadership meetings, and maintain partner engagement in referral and calling efforts. The advisor sells payment solutions including Visa, Mastercard, American Express, Discover, check processing, gift cards, and ACH, and works through clients’ hardware and software needs. The role collaborates across bank units to identify cross-selling opportunities, resolve client concerns, and build long-term relationships through expertise and service. It also requires maintaining accurate CRM updates and using dashboards and reports to assess sales activity and trends.

Requirements

Bachelor’s degree.
At least 2 years of proven sales or inside sales experience in financial services, with the ability to close deals and achieve ambitious targets.

Nice To Haves

2–5 years of merchant services sales experience, including experience in a call center environment.
Exceptional communication and relationship-building skills.
Previous sales expertise serving small businesses with $0–$3 million in annual sales.
Expertise in virtual sales in a call center environment.
Ability to multitask and manage complex tasks in a fast-paced environment.
Strong problem-solving skills and a customer-centric approach.
Ability to participate in occasional team meetings.
Thorough knowledge of software programs including Word and Excel, and ability to quickly learn additional systems and software.
Ability to use technology effectively to manage workload and client relationships.
Creative approach to challenges and ability to find solutions that benefit clients and the bank.
Fluency in an additional language.
Proficiency in Salesforce.

Responsibilities

Actively prospect for new clients, build relationships, and convert leads into partnerships.
Sell payment solutions including Visa, Mastercard, American Express, Discover, check processing, gift cards, and ACH, while addressing hardware and software needs.
Build a sales pipeline, convert leads, and close deals while working toward daily and weekly targets.
Collaborate with bank units to identify cross-selling opportunities and maximize client profitability.
Resolve client concerns and build long-term client relationships through expertise and service.
Teach, coach, and motivate branch staff, and drive merchant education and sales growth in the assigned branch coverage area.
Report leads, opportunities, and status updates in the CRM, and use dashboards and reports to understand sales trends.
Leverage partners to learn about products and services for cross-selling opportunities.
Manage appointments and schedules, make presentations, call prospects and clients, attend leadership meetings, and keep partners engaged in referral and calling efforts.
Perform other duties as assigned.