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Merchant Consultant - San Diego/Escondido Market

Bank of America
Escondido
Full-time

Description

This job is responsible for providing payment processing solutions to small business clients primarily through 1 : 1 partnerships with assigned group of small business specialists, financial centers, and other internal partners.

Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions.

Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security.

Responsibilities :

  • Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs
  • Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions
  • Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements
  • Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security
  • Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients
  • Acts as a champion for clients by connecting expertise across the company to help them achieve their goals
  • Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment

Skills :

  • Client Experience Branding
  • Client Solutions Advisory
  • Customer and Client Focus
  • Payment Processing
  • Pipeline Management
  • Consulting
  • Credit Documentation Requirements
  • Oral Communications
  • Referral Management
  • Written Communications
  • Financial Analysis
  • Interpret Relevant Laws, Rules, and Regulations
  • Issue Management
  • Prospecting

Required Qualifications :

  • Customer focus
  • Relationship building
  • Oral & Written communication
  • Consultative sales
  • Pipeline management
  • Problem solving
  • Teamwork
  • Time management
  • Presentation skills
  • Outside sales and referral sales
  • Technical expertise
  • 2+ years of sales experience

Desired Qualifications :

  • Merchant products and solutions
  • Multi-lingual ability is a plus
  • High school diploma
  • CRM (Client Relationship Management System)
  • Industry business acumen

Shift :

1st shift (United States of America)

Hours Per Week :

30+ days ago
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