Merchant Services Relationship Specialist

Lone Star National Bank; Pharr (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Lone Star National Bank is seeking a Merchant Services Specialist I to develop new processing relationships for Merchant Services products with local businesses.

The role provides telephone support as the primary contact for Merchant Services customers, prepares proposals and conducts product training at client sites, and collaborates with branch staff to drive new business while ensuring compliance with bank policies.

Qualifications

• A self-starting individual who possesses a High School diploma.
• One month to twelve months of similar or related experience.
• Excellent written and verbal communication skills; bilingual in English and Spanish.
• Effective negotiation and sales presentation skills.
• Knowledge of personal computers and familiarity with word processing and spreadsheet software is essential.
• Ability to work a flexible work schedule Monday-Saturday.
• Travel is required.

Responsibilities

• Provides telephone support and acts as primary customer service contact for Merchant Services customers to assist with general account inquiries, technical support, billing, and any other special requests
• Prepares proposals and prepares and performs sales presentations and product training at client locations
• Prepares client implementation documents, prepares and maintains client files
• Performs follow up with Merchant Services referrals from bank employees
• Tracks new account production and residual volume
• Acts as liaison with branch staff with qualifying Merchant services prospects and joins them in sales activities to generate new business (call blocks, outbound visits, Banking Center huddles)
• Performs pricing review of regional competitors, maintains prospect database and monthly sales reports tracking on-going activity
• Performs periodic portfolio reviews to identify revenue opportunities
• Participate in bank trainings as required specific to the merchant services department
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations

Skills

Bilingual English Spanish

Sales presentations

Communication skills

Multi-tasking

Flexibility

Travel readiness

Education

High School diploma

Tools

PC skills

MS Office

Job description

Lone Star National Bank is seeking a Merchant Services Specialist I to develop new processing relationships for Merchant Services products with local businesses.

The role provides telephone support as the primary contact for Merchant Services customers, prepares proposals and conducts product training at client sites, and collaborates with branch staff to drive new business while ensuring compliance with bank policies.