Merchant Call Center Sales Associate

Wells Fargo & Company • Irving, TX

3d • Hybrid

About The Position

Wells Fargo is hiring a Merchant Call Center Sales Associate in Merchant Services. The role supports a dedicated triage function that validates prospective business customers’ intent and readiness before routing qualified opportunities to the appropriate sales consultant. The associate engages customers by phone, identifies payment-processing needs, provides introductory information about available solutions, documents qualification outcomes, and helps ensure a timely, informed handoff. The position offers structured classroom training, continued on-the-job training, and side-by-side mentorship. It follows a hybrid work schedule, with a stated work schedule of Monday through Friday, 9 a.m. to 6 p.m. CST, and requires willingness to work on-site at the stated location in Irving, Texas. The position is not eligible for visa sponsorship. Employees are also accountable for following applicable risk, compliance, and company policies and procedures.

Requirements

• At least 6 months of Merchant Services, Contact Center Sales, or Sales experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• Willingness to work on-site at the stated location as part of the hybrid work schedule.
• Ability to follow established qualification criteria and processes for customer readiness, opportunity routing, and follow-up.
• The position is not eligible for visa sponsorship.

Nice To Haves

• Tele-sales, financial services, or products and services sales experience.
• Merchant Services experience (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, use 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.

Responsibilities

• Engage prospective business customers through inbound and outbound calls using opportunities received from internal and external sources.
• Assess customer profiles and identify merchant payment-processing needs, including POS systems, terminals, ecommerce, and mobile solutions.
• Validate customer interest, intent, and readiness for a sales consultation using established qualification criteria, then complete a warm handoff to a Sales Consultant.
• Educate business customers on available electronic payment-processing solutions and provide introductory information relevant to their needs.
• Route qualified opportunities to the appropriate sales consultant and provide relevant customer information for a seamless handoff.
• Document customer needs, qualification outcomes, and next steps in the customer relationship management system.
• Identify customers who are not ready for a sales consultation and follow established processes for follow-up or disposition.
• Partner with Wells Fargo Merchant Services and other Wells Fargo lines of business to clarify referral information and support timely opportunity routing.
• Address customer and prospect inquiries within the role’s scope and 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.
• Support performance objectives related to qualification quality, timely customer engagement, effective handoffs, conversion performance, and speed to sale.
• Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as required.

Benefits

• Robust benefits
• Competitive compensation
• Programs designed to support work-life balance and well-being
• Structured classroom training, continued on-the-job training, and side-by-side mentorship

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed