Merchant Services Sales Officer

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Join to apply for the Merchant Services Sales Officer role at Exchange Bank

• Perform outside sales calls and develop new business based on prospecting telephone consulting, and in-person calling.
• Perform outside sales calls on branch referrals.
• Determine Merchant Bankcard needs and offer solutions.
• Work with branches and departments to identify referrals and successfully complete the sales cycle.
• Market and actively promote Bank products and services to retain and grow current client base.
• Refer customers to other Bank departments for additional financial service products.
• Assist prospective merchants and branches with information for opening new accounts.
• Follow-up with customers to ensure satisfaction and cross-sell additional products.
• Market and actively promote bank through community events.
• Provide adequate training to merchants and appropriate staff as requested.
  

Sales
ESSENTIAL FUNCTIONS:

• Perform outside sales calls and develop new business based on prospecting telephone consulting, and in-person calling.
• Perform outside sales calls on branch referrals.
• Determine Merchant Bankcard needs and offer solutions.
• Work with branches and departments to identify referrals and successfully complete the sales cycle.
• Market and actively promote Bank products and services to retain and grow current client base.
• Refer customers to other Bank departments for additional financial service products.
• Assist prospective merchants and branches with information for opening new accounts.
• Follow-up with customers to ensure satisfaction and cross-sell additional products.
• Market and actively promote bank through community events.
• Provide adequate training to merchants and appropriate staff as requested.
  

Administrative

• Measures and reports against agreed goals and benchmarks.
• Supports merchants, branches, CCC and third-party processor with equipment related requests.
• Ensure all rules, regulations, and guidelines pertaining to VISA and MasterCard and the policies and procedures of the Bank are followed.
• Maintains vendor relationships as required with designated business partners.
  

Minimum Qualifications
Knowledge, Skills and Abilities:

• Thorough knowledge of electronic processing of all major credit cards, debit cards, EBT, ATM, and payroll services.
• General knowledge of Merchant Services & ATM / Debit Card industry.
• Knowledge of credit card merchant terminal operation.
• Knowledge and understanding of bank products and services.
• Skills operating a personal computer including word processing, spreadsheet and presentation software.
• Ability to provide personal transportation is required.
  

Licenses And Certifications

• Must maintain valid California driver’s license.
  

Physical Requirements

• Ability to stand, bend, stoop, sit, walk, twist and turn.
• Ability to lift up to 25 pounds occasionally.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors, majority of the time is spent sitting at a desk. May require travel to customer sites.
  

Education And Experience
A combination of education and experience equivalent to an associate’s degree in Business Administration or related field; and knowledge typically gained through a minimum of three years’ experience in a bank sales role with knowledge of merchant services products.
Compensation
The hiring range for this position is $68,640 to $83,981 per year. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. We are also an equal opportunity employer of individuals with disabilities and protected veterans.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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