Processing advisor

Title


Payment Processing Advisor


Referral Partnerships



Reports to


VP, Sales & Revenue Growth

Position Overview

Payroc is seeking a dynamic and results-driven Payment Processing Advisor to join our Financial Institutions team, specializing in the sale and support Payroc solutions. This role is ideal for an experienced sales professional with a passion for relationship management and a proven track record in acquiring and retaining business clients – particularly within the banking or payment processing space. As a Payment Processing Advisor, you will be responsible for identifying, developing, and closing new business opportunities with financial institutions, while also managing and growing existing partner relationships. With a competitive pricing structure, robust support resources, and a compelling compensation package (including base salary and commission), Payroc empowers you to not only meet but exceed your sales goals.

Duties and Responsibilities

• 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.

Qualifications

• Bachelor’s degree or commensurate Payment/Banking industry experience
• 2-3 years of outside sales with 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

Working Conditions

• 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).

Travel Component

• 50%

Job Classification

• Exempt

At Payroc we are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individuals’ qualifications without regard to race, color, religion, national social or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation or any other status protected by the laws regulation in the location we operate. Payroc does not tolerate discrimination or harassment based on any of these characteristics.

Payroc is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources Department at [email protected]