Merchant Services Advisor II/Coach

Towne Bank•Virginia Beach, VA

35d

About The Position

Primary Purpose: Responsible for developing merchant processing sales opportunities through collaboration with Bank Officers, while also coaching Merchant Advisors throughout the merchant sales process. Merchant Services Advisors are the industry specialists for the Merchants Processing line of business.

Requirements

Experience in a sales environment
Goal oriented
Strong partnership and organization skills
Excellent communication and presentation skills
Proficient in the use of Microsoft Word, PowerPoint, Excel and Outlook
Strong problem solving, and negotiation skills
Must be proficient in technology applications
General knowledge of commercial and retail banking products and regulations

Nice To Haves

Merchant processing industry experience
Participate in Electronic Transaction Association, Certified Payments Professional course and maintains credits
Outside sales experience
Bachelor's Degree
Proficiency with existing banking systems

Responsibilities

Partner with TowneBank Officers to evaluate member/prospect merchant processing needs. Maintain communication with TowneBank Officers and members throughout the entire sales/implementation process.
Strive to meet established annual monetary and core incentive goals.
Obtain appropriate information about current processing methods and operations to develop proposals for TowneBank services.
Obtain all information necessary to complete the merchant processing application to include credit information for risk assessment.
Assist implementation specialists with coordinating equipment installation and on-site training for new merchants when needed.
Follow up to ensure member satisfaction and direct the member to ongoing service and support areas within TowneBank.
Conduct relationship reviews and meet with TowneBank officers, as needed to provide recommendations and enhancements for Merchant sales opportunities.
Make recommendations on profitability of fees for Merchant sales opportunities.
Maintain an updated sales pipeline.
Act as Sales Team coach / mentor and back up to Director of Merchant Services.
Assist Director of Merchant Services in: Managing a team comprised of Merchant Service Advisors and Coordinators to provide leadership, coaching, feedback, and development in all aspects needed to achieve successful performance.
Overseeing a robust sales strategy and process along with understanding market intelligence on products to create sales plans that differentiate the banks Merchant solutions, market identity and value proposition.
Administering the development of actionable relationship plans for target members.
Managing, guiding and coaching on the development of high-quality member proposals/presentations / RFPs.
Helping direct reports and team in generating new deposits from existing and potential TowneBank Members.
Demonstrate exceptional leadership, follow-up, and project management skills.
Be self-managed to complete the task at hand and proactively pursue other work as tasks are completed.
Participate in ongoing education of merchant processing industry and Payment Card Industry (PCI) compliance regulations.
Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).