Merchant Services Consultant
About The Position
The Merchant Services Consultant is a sales role responsible for developing marketing plans, customer calling, and selling Merchant Service products to Commercial Real Estate, Commercial, and Lower Middle Market companies. The role manages business development and client relationships across Merchant Service products, working with Commercial Lenders, Treasury Solutions Consultants, branch teammates, vendors, and the City Bank Payments Analyst. It also supports implementation, onboarding, product training, and the identification of product improvements. A consultative sales approach is essential to communicating the value of a banking relationship and growing the bank’s Merchant Services portfolio.
Responsibilities
- Partner with Commercial Lenders, Treasury Solutions Consultants, and branch teammates to identify and address Merchant Service needs for clients and prospects.
- Help develop and execute annual sales plans for bankers’ portfolios, including joint calling, relationship planning, and market events as applicable.
- Develop new Merchant Services business by analyzing market research and customer data for cross-sell opportunities.
- Prepare and present detailed sales proposals, presentations, and product demonstrations.
- Participate in and lead product training for various audiences.
- Conduct pre-call and post-call activities as part of the sales process.
- Use the CRM platform to track the opportunity pipeline, notes, closed sales, and archived client and prospect interactions.
- Manage all elements of the Merchant Services sales cycle, including business development, prospect qualification, needs analysis, and closing.
- Manage business relationships for all Merchant Service products.
- Work with Merchant Service vendors and the City Bank Payments Analyst to implement services and resolve onboarding issues.
- Partner with the Treasury Consultant sales team to identify Merchant Service opportunities and support smooth transitions.
- Identify product improvements and solutions and communicate them to the Sales Leader and Merchant Service vendor partners.
- Prepare pricing pro formas and sales proposals following detailed needs assessments.
- Maintain consultative client relationships, with particular emphasis on key clients, to grow the Merchant Services portfolio.
- Complete assigned annual training and maintain current knowledge of job-related risk.
- Perform other duties as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
