Inside Sales Advisor - Merchant Services

Huntington National Bank•Kalamazoo, MI

2d•Remote

About The Position

The Inside Sales Advisor generates and expands client relationships by recommending payment solutions to small businesses with annual sales of $0–$3 million. The role partners with branches to identify merchant services opportunities, coach branch staff, contact prospects and clients, manage leads and appointments, make presentations, close sales, attend leadership meetings, and keep partners engaged in referral and calling efforts. The position is remote, though remote employees may have opportunities to meet in offices. Specific work arrangements are provided by the hiring team. The advisor sells payment solutions including Visa, Mastercard, American Express, Discover, check processing, gift cards, and ACH, and helps clients navigate hardware and software needs. The role collaborates across bank units to identify cross-selling opportunities, resolve client concerns, provide merchant education, and support sales growth. It also requires accurate CRM reporting and use of dashboards and reports to understand sales trends. Other duties may be assigned. Applicants must already be authorized to work in the United States on a full-time basis. Huntington will not sponsor immigration benefits for this position.

Requirements

Bachelor’s degree.
At least 2 years of proven sales or inside sales experience in financial services.
Ability to close deals and achieve ambitious targets.
Exceptional communication and relationship-building skills.
Ability to multitask and manage complex tasks in a fast-paced environment.
Strong problem-solving skills and a customer-centric approach.
Thorough knowledge of software programs including Word and Excel, and ability to learn additional systems and software quickly.
Ability to use technology effectively to manage workload and client relationships.
Creative approach to challenges and ability to find solutions that benefit both clients and the bank.
Currently authorized to work in the United States on a full-time basis; immigration sponsorship is not available.

Nice To Haves

2–5 years of merchant services sales experience, including experience in a call center environment.
Previous sales expertise serving small businesses with $0–$3 million in annual sales.
Expertise in virtual sales in a call center environment.
Fluency in an additional language.
Proficiency in Salesforce.

Responsibilities

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.
Address clients’ hardware and software needs, build a sales pipeline, convert leads, and close deals while meeting daily and weekly targets.
Collaborate with bank units to identify cross-selling opportunities and maximize client profitability.
Resolve client concerns and build long-term relationships through expertise and service.
Teach, coach, and motivate branch staff to promote merchant education and sales growth within the assigned branch coverage area.
Record leads, opportunities, and status updates in the CRM, and use dashboards and reports to monitor sales trends.
Leverage partners to learn about products and services and identify cross-selling opportunities.
Manage appointments and schedules, make presentations, contact prospects and clients, and attend leadership and team meetings.
Perform other duties as assigned.