What are the responsibilities and job description for the Merchant Services Consultant position at City Bank?
The Merchant Services Consultant position is a sales role responsible to develop marketing plans, customer calling, and sales of Merchant Service products targeted toward Commercial Real Estate, Commercial & Lower Middle Market segmented companies.
Essential Duties:
- Partners with Commercial Lenders, Treasury Solutions Consultant, and Branch teammates to uncover and help clients with Merchant Service solutions to both clients and prospects. Will help to develop/execute on annual sales plan for each banker’s portfolio; joint calling, relationship planning, market events (as applicable).
- Develops new Merchant Services business by analyzing market research data and current customer data from internal systems for cross sell opportunities.
- Prepares and presents comprehensive sales proposals and presentations/demos to clients with a strong attention to detail and accuracy.
- Participating and leading product training for various audiences.
- Pre-call and post call imbedded in sales process
- Utilizes CRM Platform to track opportunity pipeline with notes, closed sales, and archiving of client & prospect interactions.
- Manages all elements of the Merchant Services sales cycle to include business development, prospect qualification, needs analysis, and close.
- Responsible for business relationship management of all Merchant Service products. Works closely with Merchant Service Vendors & City Bank Payments Analyst to implement new services and resolve any onboarding issues.
- Partners with Treasury Consultant sales team to uncover Merchant Service opportunities and effectively communicates for a smooth transition.
- Partners and supports identification of product improvements/solutions and communicating same to Sales Leader and Merchant Service vendor partners.
- Prepares Pricing Proforma and sales proposals after detailed needs assessment. Consultative sales approach is critical to selling the value of a relationship with the bank. Maintains strong consultative relationship with clients, particular emphasis on key client base to ensure the growth of the Merchant Services portfolio of the bank.
- Completes annual trainings as assigned and keeps up-to-date knowledge of risk as it relates to the job function.
- Performs other duties as assigned.
Equal Opportunity Employer/Veterans/Disabled