Merchant Services Sales Strategist

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

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.