Merchant Specialist - Business Banking (Worcester)
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About The Position
The Merchant Specialist (MS) provides merchant client advisory and solutions that address their processing needs. The MS proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with clients by working closely with Business Banking Relationship Managers and Merchant Solutions partners. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client’s payments ecosystem and the ability to consult them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the merchant point of contact for relationship management teams and leaders. This is a field-based role that requires travel to in-person meetings with clients, internal partners, and leaders within the firm. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. This role requires prospecting for existing Business Banking clients with merchant services needs, and requires knowledge of both the proprietary Bank of America Merchant Services platform as well as the Fiserv Clover platform.
