Merchant Sales Advisor

at  KeyBank

Location:
50 N Church Street - Goshen, New York 10924
Job Summary
The Merchant Sales Advisor serve as integral member of the Key Merchant Services sales teams in assigned districts and/or segment, within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client’s trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities.

Responsibilities

• Acquire new merchant services relationships through prospecting external sources within the sales representative’s assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury
• Consult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH and the corresponding hardware and software products with small and medium size businesses
• Identify merchant’s other banking needs and work with available KeyBank resources to deliver solutions that meet those needs
• Prospects small and medium size businesses in sale representative’s assigned region to supplement bank referrals
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• Bachelor’s Degree or equivalent in training and experience (required)

Experience Qualifications

• 1-3 years payments related experience in a banking environment (required)
• 1-3 years success in a client focused environment with aggressive growth and service goals (required)

Tactical Skills

• Strong financial acumen including the ability to read and understand financial statements
• Exceptional negotiating and closing skills
• Strong communication skills

Personal Skills

• Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
• Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
• Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others’ viewpoints and asks questions to ensure mutual understanding

Practical Skills

• Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively

Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Driving Requirements

• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

• Acquire new merchant services relationships through prospecting external sources within the sales representative’s assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury
• Consult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH and the corresponding hardware and software products with small and medium size businesses
• Identify merchant’s other banking needs and work with available KeyBank resources to deliver solutions that meet those needs
• Prospects small and medium size businesses in sale representative’s assigned region to supplement bank referrals
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key