Merchant Sales Consultant

Truist Bank•Atlanta, GA

13d•Onsite

About The Position

The Merchant Sales Consultant identifies and develops Merchant Services sales opportunities in an assigned market. This role delivers a consultative sales approach by helping business clients assess their payment processing needs and delivering solutions that address those needs. The consultant actively works with their assigned team to generate opportunities in pursuit of profitability and growth initiatives. The target market is specialized with varying sized client revenue.

Requirements

Bachelor’s degree or an equivalent combination of education and related work experience
Proven experience with financial or payments products and/or services
Ability to present and communicate effectively and confidently
Proven experience working across departments, lines of business within large financial organizations
Keep a growth mind set to adapt and resolve escalating complex issues
Must be able to travel

Nice To Haves

Master’s degree in Business, Marketing, Finance, Computer Science, or a related field of study
Relevant banking experience through previous employment or training programs
Industry certifications relating to Merchant Services
Formal sales training
3+ years of sales experience of financial or payments products and/or services

Responsibilities

Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
Focus on new business development by selling payment processing solutions to existing clients and prospects with proactive market engagement. Consult with clients to identify payment processing needs and deliver a comprehensive solution to address.
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
Responsible for providing client working capital services and solutions specifically focused on receivables.
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.