Merchant Sales Advisor

KeyBank • Syracuse, NY

1d • Hybrid

About The Position

The Merchant Sales Advisor is an integral member of Key Merchant Services sales teams in assigned districts or segments within Consumer Business Banking. The role focuses on growing client relationships involving payment and card-processing needs and helps develop, manage, and retain profitable relationships with clients whose merchant needs are basic to moderately complex. The advisor recommends solutions to support team goals, resolves client issues, and partners with functional groups and other lines of business to identify growth opportunities.

The advisor acquires merchant-services relationships through external prospecting and referrals from client-focused teams. They consult with prospective small and medium-sized businesses to identify appropriate payment solutions and present and sell payment processing products, related hardware, and software. They also identify clients’ other banking needs and coordinate solutions through available KeyBank resources.

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, oversee accounts, identify growth opportunities, and provide tailored solutions.
• Ability to persuade and motivate clients and colleagues using effective communication and interpersonal skills.
• Valid driver’s license and ability to routinely and frequently operate a motor vehicle.

Responsibilities

• Acquire new merchant-services relationships by prospecting external sources in the assigned territory and pursuing referrals from Retail Banking, Business Banking, Private Banking, Treasury, and other client-focused teams.
• Consult with prospective businesses to identify appropriate payment solutions for their needs.
• Present and sell merchant payment processing, including credit card, check processing, gift cards, ACH, and related hardware and software products, to small and medium-sized businesses.
• Identify merchants’ other banking needs and work with available KeyBank resources to provide solutions.
• Prospect small and medium-sized businesses in the assigned region to supplement bank referrals.
• Resolve client issues and take appropriate action to ensure client satisfaction.
• Help develop, manage, and retain profitable client relationships and provide recommendations and solutions that support team goals.
• Perform other assigned duties, which may change or be added at any time.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and Key.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for benefits; the posting refers applicants to a separate benefits list.

What This Job Offers

• Job Type: Full-time