Merchant Sales Advisor

KeyBank • Buffalo, NY

1d • Hybrid

About The Position

The Merchant Sales Advisor is an integral member of Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking. The role focuses on growing client relationships involving payment and card processing needs and serving as part of the client’s trusted advisor team. The advisor develops, manages, and retains profitable relationships with clients that have basic to moderately complex merchant needs, recommends solutions that help the team achieve its goals, resolves client issues, and takes appropriate action to ensure client satisfaction. The role also partners with functional groups and lines of business across the bank to identify growth opportunities.

The advisor acquires new merchant services relationships through external prospecting and referrals from client-focused teams. They consult with prospective small and medium-sized businesses to identify suitable payment solutions and present and sell merchant payment processing services and related hardware and software. The advisor also identifies clients’ other banking needs and connects them with available KeyBank resources. The position is based at 726 Exchange Street in Buffalo, New York. Key prioritizes in-office presence while offering flexible options when work can be performed effectively in a mobile environment.

Requirements

• Bachelor’s degree or equivalent experience.
• At least 1 year of payments-related experience in a banking environment.
• At least 1 year of success in a client-focused environment with aggressive growth and service goals.
• Strong financial acumen, including the ability to read and understand financial statements.
• Exceptional negotiating and closing skills.
• Strong communication skills.
• Ability to manage and nurture client relationships, identify growth opportunities, and provide tailored solutions.
• Ability to persuade and motivate clients and colleagues using effective communication and interpersonal skills.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

Responsibilities

• Acquire new merchant services relationships through external prospecting in the assigned territory and referrals from client-focused teams, including Retail Banking, Business Banking, Private Banking, and Treasury.
• Consult with prospective businesses to identify payment solutions that meet their needs.
• Present and sell merchant payment processing, including credit card, check processing, gift cards, and ACH, along with corresponding hardware and software products to small and medium-sized businesses.
• Identify merchants’ other banking needs and work with KeyBank resources to provide appropriate solutions.
• Prospect small and medium-sized businesses in the assigned region to supplement bank referrals.
• Help develop, manage, and retain profitable client relationships; recommend solutions that support team goals and resolve client issues to ensure satisfaction.
• Partner with functional groups and lines of business across the bank to identify growth opportunities.
• Perform other duties as assigned and comply with KeyBank policies and procedures, including acting professionally and ethically, avoiding conflicts of interest, and acting in the best interests of clients and Key.

Benefits

• Base salary range of $48,000 to $72,000 annually.
• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Position is eligible for benefits; specific benefits are referenced through a link in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level