Relationship Manager - Financial Institutions, EX

Global Payment Holding Company•Albany, NY

1d•$40,000 - $130,000•Hybrid

About The Position

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Heartland, A Global Payments Company Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners—then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together. Job Summary Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager. Job Duties As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success. During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.

Requirements

Excellent prospecting, communication, presentation, and networking skills
Works well independently and as part of a team
Incentive-driven sales “hunter”
Professional demeanor and impeccable integrity
High sense of urgency and innate sales talent
Enjoys cold-calling and speaking with people face to face
Experience with Pipeline lead management
18 years of age or older
This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
In accordance with state law, a background check will be conducted after a conditional offer of employment
Completion of mandatory drug screening on or near 60th day of employment
Live in area relative to job posting location
Ability to be in the field, a minimum of 75% of the time
4+ years of sales experience

Nice To Haves

High school diploma/GED
At least two years of relevant experience

Responsibilities

Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle.
Explaining our value proposition to clients via Atlas CRM and Salesforce
Upselling current clients on other Heartland products and services
Maintaining regular communication with the Financial Institutions District Manager.
Engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners.
Fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success.
Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles.
Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology.
Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager.
Additional responsibilities may be assigned as needed.

Benefits

Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service.
To learn more, review our Benefits page at: https://jobs.globalpayments.com/en/why-global-payments/benefits/

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