Vp Merchant Services Sales & Program Mgr

Develops profitable new business account relationships and increases profitability from existing accounts utilizing card acceptance solutions offered by merchant services.

Essential Job Functions:

• Prepares and presents Merchant Service opportunities to internal stakeholders and clients, as needed.
• Regularly exercises discretion and sound judgment in the performance of essential job functions.
• Meets with existing clients and prospects through personal calling efforts, referrals, and other contacts to discuss business needs and recommend ways in which the bank can meet their needs.
• Maintains awareness of trends and new developments in the industry as well as local competition and market pricing for merchant services.
• May mentor/lead other employees.
• Reviews and creates incentive referral reports for Human Resources.
• Identifies and pursues Merchant Service (MS) prospects related to new DDA, loans, Treasury Management relationships, Small Business Association (SBA) opportunities, and renewals.
• Maintains internal communications on Bank intranet.
• Aids customers in the initial set up of credit card processing and responds to issues that may require troubleshooting.
• Monitors and allocates spending of annual merchant marketing budget.
• Works closely with merchant services sales team to review referral pipelines and assist with activations of approved clients.
• Reviews weekly and monthly financial reports provided by merchant processor and presents referral results to Bank management.
• Reviews new product and product enhancement information with internal business partners, as appropriate.
• Creates and implements merchant campaigns and incentives.
• Leads sales meetings and conducts training to ensure Bank employees are equipped to refer Merchant prospects.
• Reviews and orders marketing materials available to Bank from Merchant Services partner.
• Manages new and existing Merchant Service (MS) clients, including required documentation, follow-up conversations on newly implemented services, and periodic customer service and quality assurance visits to maintain strong customer relationships.

Knowledge, Skills & Abilities:

• Ability to work extended hours.
• Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills.
• Ability to work without close supervision.
• Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
• Ability to demonstrate effective customer service skills.
• Ability to work effectively in a team environment.
• Knowledge and understanding of client’s businesses and their specific needs.
• Ability to demonstrate initiative to accomplish work objectives.
• Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Ability to communicate effectively both verbally and in writing.
• Ability to demonstrate effective time management skills.
• Knowledge of payments industry including role of acquirers, issuers, sponsor bank, card associations, and fees.
• Ability to maintain attention to detail.
• Ability to work effectively and demonstrate flexibility in a continually changing environment.
• Ability to maintain confidentiality.

Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

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Position Requirements:

Basic Qualifications:

• 3+ years of sales or sales support experience, required.
• 5+ years of related treasury/finance/banking work experience, required.
• Bachelor’s degree or commensurate work experience, required.