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Centralized Merchant Consultant for Retention - Spokane, WA

Spokane, Washington

Job Description:

The Centralized Merchant Consultant (CMC) is a phone-based specialist responsible for providing payment

processing solutions to small business clients primarily through referrals from an assigned group of small

business specialists, financial centers, or other Bank of America channels. (May be aligned to a Bank of

America channel or geographic footprint). Their role is to drive responsible growth, consulting with small

business clients to understand their business priorities and provide solutions that meet their needs which may

include both basic and complex solutions. They are responsible for developing relationships with internal

partners and building their skill and knowledge to identify opportunities for merchant services and make

quality referrals. They will develop and manage a strong pipeline of opportunities. They are the expert in the

payment industry and Bank of America merchant solutions and consult with small business owners to align

solutions with their unique and complex business priorities and needs. Maintain and manage a strong pipeline

for new revenue growth as well as developing and retaining existing client relationships.

Key Responsibilities:

• Develop and maintain relationships with assigned partners

• Demonstrate a deep understanding and broad knowledge of merchant pricing, software, gateways, security

as well as expert industry knowledge in Healthcare, Retail, Restaurant, Business to Business and ISV.

• Continuously develop and maintain a strong pipeline for new revenue growth opportunities

• Identify and solicit new revenue growth opportunities. 

• Attain balanced performance including assigned sales and revenue goals, operational excellence/risk and

client experience standards

• Successfully schedule and manage appointments with clients. 

• Responsible for inbound and outbound calling activities and follow up. 

• Leverage the consultative sales process to effectively provide solutions to small business prospects and

clients.

• Acts as a champion for clients by connecting expertise across the company that helps them achieve their

goals.

• The ability to understand technical solutions and processes.

• Maintain accurate records and adhere to SLAs.

• May be responsible for prospecting external sources such as association relationships, centers of influence

and vendor relationships among others and may be required to attend trade shows as assigned.

• Performs other duties as assigned.

Required Skills:

* 2 to 4+ years of sales experience

* Established sales, business development and negotiation skills

* Proficiency in computer skills and professional programs (for example Microsoft Office, PowerPoint)

* Proven relationship management with clients 

* Ability to work in a fast-paced environment

* Capability to adapt to an ever changing payment processing environment 

* Strong communications, including oral and written presentation skills

* Effective planning, time management and organizational skills

Desired Skills:

* Advanced Consultative and highly experienced Customer Service Skills

* Possesses financial services business acumen with the ability to discuss in depth complex financial

solutions to clients 

* Experience retaining Merchant, Bankcard or Financial Services in similar field (call center

environment)

Highly motivated to succeed in a performance driven environment

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Centralized Merchant Consultant (CMC) is a phone-based specialist responsible for providing payment

processing solutions to small business clients primarily through referrals from an assigned group of small

business specialists, financial centers, or other Bank of America channels. (May be aligned to a Bank of

America channel or geographic footprint). Their role is to drive responsible growth, consulting with small

business clients to understand their business priorities and provide solutions that meet their needs which may

include both basic and complex solutions. They are responsible for developing relationships with internal

partners and building their skill and knowledge to identify opportunities for merchant services and make

quality referrals. They will develop and manage a strong pipeline of opportunities. They are the expert in the

payment industry and Bank of America merchant solutions and consult with small business owners to align

solutions with their unique and complex business priorities and needs. Maintain and manage a strong pipeline

for new revenue growth as well as developing and retaining existing client relationships.

Key Responsibilities:

• Develop and maintain relationships with assigned partners

• Demonstrate a deep understanding and broad knowledge of merchant pricing, software, gateways, security

as well as expert industry knowledge in Healthcare, Retail, Restaurant, Business to Business and ISV.

• Continuously develop and maintain a strong pipeline for new revenue growth opportunities

• Identify and solicit new revenue growth opportunities. 

• Attain balanced performance including assigned sales and revenue goals, operational excellence/risk and

client experience standards

• Successfully schedule and manage appointments with clients. 

• Responsible for inbound and outbound calling activities and follow up. 

• Leverage the consultative sales process to effectively provide solutions to small business prospects and

clients.

• Acts as a champion for clients by connecting expertise across the company that helps them achieve their

goals.

• The ability to understand technical solutions and processes.

• Maintain accurate records and adhere to SLAs.

• May be responsible for prospecting external sources such as association relationships, centers of influence

and vendor relationships among others and may be required to attend trade shows as assigned.

• Performs other duties as assigned.

Required Skills:

* 2 to 4+ years of sales experience

* Established sales, business development and negotiation skills

* Proficiency in computer skills and professional programs (for example Microsoft Office, PowerPoint)

* Proven relationship management with clients 

* Ability to work in a fast-paced environment

* Capability to adapt to an ever changing payment processing environment 

* Strong communications, including oral and written presentation skills

* Effective planning, time management and organizational skills

Desired Skills:

* Advanced Consultative and highly experienced Customer Service Skills

* Possesses financial services business acumen with the ability to discuss in depth complex financial

solutions to clients 

* Experience retaining Merchant, Bankcard or Financial Services in similar field (call center

environment)

Highly motivated to succeed in a performance driven environment

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21059952

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Tanaz Alexandra Murillo

Referral Bonus:

0

Street Address

Primary Location:
601 W Riverside Ave, WA, Spokane, 99201