Regional Sales Advisor - Merchant Services

Huntington National Bank; Frisco (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Huntington National Bank in Frisco, TX seeks a results-driven merchant services professional to expand client relationships by offering payment solutions. You will collaborate with business bankers, identify new opportunities, and manage end-to-end sales cycles from prospecting to closing.

The role requires 4+ years of sales in financial services, experience with Fiserv/Clover, card-present and card-not-present solutions, and Salesforce CRM proficiency.

Qualifications

• Bachelor’s degree required; 4+ years sales experience in financial services.
• Proven ability to close deals and meet targets.
• Experience with Fiserv products and Clover product suite.
• Strong technical skills with card-present and card-not-present solutions.
• Experience with Salesforce and CRM systems.

Responsibilities

• Actively prospect and build relationships with new clients.
• Sell solutions (Visa, Mastercard, Amex, Discover, ACH) and navigate hardware/software needs.
• Build pipeline, close deals, and exceed targets.
• Collaborate with bank units for cross-selling opportunities.
• Resolve client concerns and maintain long-term relationships.
• Coach and motivate the merchant education and sales-growth within the team.
• Accurately report leads and opportunities in CRM and analyze sales trends.

Skills

Sales experience

Financial services

CRM experience

Salesforce

Education

Bachelor’s Degree

Tools

Fiserv

Clover

Salesforce

Job description

Description

Summary:

Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space. This role will also partner with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping partners engaged by referrals and calling efforts.

Duties and Responsibilities:

• Actively prospect and build relationships with new clients, converting leads into valuable partnerships.

• Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs.

• Build pipeline, convert leads, navigate complex hardware and software needs, and close deals, consistently exceeding daily and weekly targets.

• Collaborate with various bank units to identify cross-selling possibilities and maximize client profitability.

• Resolve client concerns and build long-lasting relationships based on expertise and exceptional service.

• Teach, coach, motivate, drive merchant education and sales growth within your respective banker coverage team.

• Accurately report out all leads, opportunities and status updates within the CRM and understand trends in your sales behaviors by using dashboards and reports.

• Performs other duties as assigned.

Basic Qualifications:

• Bachelor’s Degree

• 4+ years sales experience in financial services and the ability to close deals and achieve ambitions targets.

• 4+ years working with Fiserv products and Clover product suite

• 4+ years technical skills and experienced with card present and not present solutions

• 4+ years SalesForce experience

Other:

• Business travel, as necessary.

Preferred Qualifications:

• 2+ years experience in merchant services sales

• Previous sales expertise in the business/middle market space

• Exceptional communication, collaboration and relationship-building skills.

• Ability to multitask and juggle complex tasks in a fast-paced environment.

• Strong problem-solving skills and a customer-centric approach.

• Utilize technology effectively to manage your workload and client relationships.

• Approach challenges creatively and find solutions that benefit both clients and the bank.

• Thorough knowledge of various software programs including Word and Excel, and the ability to quickly learn additional systems/software.

• Ability to utilize technology effectively to manage your workload and client relationships.

• Fluency in an additional language

• Proficiency in Salesforce

  Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.