Merchant Services Consultant

City Bank; Idalou (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

City Bank seeks a Merchant Services Consultant to lead sales efforts for merchant service products with Commercial Real Estate and middle-market clients. You will collaborate with lenders, treasury solutions, and branches to develop annual sales plans and execute joint calls.

You will analyze market data, prepare proposals, and present demos to clients. The role emphasizes relationship-building, training, and a consultative sales approach to grow the merchant services portfolio.

Qualifications

• Experience applying a consultative sales approach to merchant services.
• Ability to analyze market data and customer data for cross-sell opportunities.
• Experience preparing sales proposals and presentations with attention to detail.

Responsibilities

• Develops marketing plans and drives customer calling for Merchant Services.
• Partners with lenders and branch teammates to uncover service opportunities.
• Manages the full sales cycle from prospecting to close.
• Uses CRM to track pipeline, notes, and client interactions.
• Delivers product training and supports onboarding with vendors.

Skills

Consultative sales

CRM software

Relationship planning

Presentation skills

Market research

Tools

CRM platform

Job description

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 processUtilizes 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