Regional Account Executive - Charlotte Metro and Surrounding Areas
About The Position
As a Regional Account Executive within U.S. Bank’s Merchant Payment Services division, you will acquire new merchant clients, develop strategic relationships, and grow market share in the assigned Charlotte Metro and surrounding-area territory. This hybrid outside-sales role combines self-sourced prospecting and business development with cultivation of financial institution referral partnerships. You will build a personal market presence, take ownership of results, and pursue opportunities across retail, restaurant, healthcare, public sector, and service-based businesses. The role involves meeting with business owners, decision-makers, and referral partners, and offering tailored payment and business solutions. At least half of the sales pipeline is expected to be self-sourced, alongside opportunities generated through assigned financial institution partners. You will build and manage your own book of business, sell payment solutions, develop partner relationships, and work toward acquisition and revenue goals. The position requires field activity, consultative sales, territory planning, relationship management, accurate Salesforce records, and compliance with internal controls and sales practices.
Requirements
- Bachelor’s degree or equivalent work experience.
- Two to three years of relevant sales experience.
- Ability to travel.
Nice To Haves
- Three to five years of successful outside sales experience.
- Proven success in a hunter-based sales role focused on acquiring new customers.
- Demonstrated ability to self-source opportunities and build a pipeline from the ground up.
- Experience developing referral partnerships.
- Track record of consistently meeting or exceeding sales goals through proactive prospecting and business development.
- Experience selling merchant services, payment processing, financial services, SaaS, or other consultative B2B solutions.
- Strong prospecting, cold-calling, networking, negotiation, territory-management, and relationship-building skills.
- Proficiency with Salesforce or a comparable CRM platform.
- Entrepreneurial mindset, ability to work independently, accountability, and results orientation.
- Familiarity with Merchant Payment Services platforms and U.S. Bank distribution channels.
- Regional market expertise in assigned territories.
Responsibilities
- Identify and pursue new business opportunities through proactive prospecting.
- Generate 50% or more of the sales pipeline through self-sourced activities, including cold calling, networking, referrals, door-to-door business development, community engagement, industry events, and strategic outreach.
- Spend the majority of work time in the field meeting with financial institution referral partners, business owners, and decision-makers.
- Develop and execute a territory growth strategy to acquire merchant relationships and expand market penetration.
- Build and maintain a qualified sales pipeline through consistent prospecting and disciplined territory management.
- Conduct consultative sales presentations, needs assessments, and product demonstrations for Merchant Payment Services solutions.
- Negotiate pricing and contract terms, structure proposals, and close new business.
- Achieve or exceed new-business acquisition and revenue goals.
- Establish trusted-advisor relationships with financial institution referral-partner contacts, business owners, and key decision-makers.
- Maintain regular contact with clients and partners to identify opportunities, expansion plans, and additional business needs.
- Support customer retention and long-term satisfaction through ongoing engagement and support.
- Use client referrals and local networking to expand market presence.
- Develop market awareness and brand presence within the assigned territory.
- Build relationships with local business organizations, chambers of commerce, networking groups, and strategic referral partners.
- Pursue business across retail, restaurant, healthcare, public sector, and service-based verticals.
- Stay informed about industry trends, competition, and regulatory changes.
- Maintain accurate and timely Salesforce records of prospecting activity, pipeline development, forecasts, and customer interactions.
- Manage sales activity levels required to achieve growth objectives.
- Comply with internal controls, pricing guidelines, promotional offer requirements, and sales practices.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
