Payment Processing Advisor
- Identify, develop and close new accounts through networking, phone and face-to-face sales techniques.
- Responsible for the retention and profitability of existing accounts and referral relationships.
- Assist with the new account conversion process including the completion of paperwork, scheduling of equipment installations and participation in conference calls to ensure a positive new client experience.
- Respond to current and prospective customer inquiries and promptly resolve issues or concerns from customers and Bank Partner employees.
- Partner and communicate, both verbally and in writing, with equipment installation team, customer service and other departments as needed to ensure continual customer satisfaction.
- Meet monthly sales and activity goals.
- Capture accurate and complete information in CRM system.
- Qualify accounts and decision makers to start the sales process.
- Participate in Partner Sales meetings to review targets, forecasts and productivity.
- Adhere to the systemic schedule for sales calls, follow-up appointments, sales meetings and networking events.
- 2-3 years of outside sales with successful new account acquisition and account management experience
- Payment Processing or Banking industry sales experience is preferred
- Proficient level of computer skills - Microsoft Office Products and Salesforce
- Professional, motivated self-starter with the ability to learn and generate leads from referral sources
- Ability to work in fast-paced, constantly changing, ethical entrepreneurial environment
- Excellent presentation skills with an assertive and systematic approach
- Outstanding time management, organization
- Marked decision-making, problem resolution and creative thinking skills
- Frequent interaction with team members, management, agents, Business Development Managers (BDMs), and external partners to facilitate smooth operations and collaborations
- Occasional physical tasks such as lifting office supplies, deliveries, or meeting materials (up to 25 lbs).
- approximately 80%
- Exempt
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