Merchant Service Sales

ServisFirst Bancshares
Houston
Workplace: OnsiteFull timeFunction: Executive & General ManagementEducation: bachelorsSkills: ["Customer service","Written and verbal communication","Organization","Time management","Self-motivated"]

Develop and grow relationships with merchant clients by promoting merchant services and delivering exceptional customer service. Lead sales management activities, train and support bank personnel, and serve as a subject matter expert for product and service questions. Demonstrate offerings to prospects, maintain accurate account records and agreements, renew and secure orders, and coordinate fulfillment. Ensure compliance with applicable federal and state regulations while analyzing financial data to support proposals and contract activity.

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ServisFirst Bancshares
ServisFirst Bancshares
4 months ago

Merchant Service Sales

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Develop and grow relationships with merchant clients by promoting merchant services and delivering exceptional customer service. Lead sales management activities, train and support bank personnel, and serve as a subject matter expert for product and service questions. Demonstrate offerings to prospects, maintain accurate account records and agreements, renew and secure orders, and coordinate fulfillment. Ensure compliance with applicable federal and state regulations while analyzing financial data to support proposals and contract activity.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Develop business relationships and promote merchant services to support bank goals through sales management activities.
  • •Establish training and service programs to orient clients on merchant service product operations and maintenance.
  • •Demonstrate services and products to prospects and serve as a liaison to resolve questions for current and potential clients.
  • •Maintain account records, prepare sales call reports, and ensure the accuracy of agreements, proposals, and contracts.
  • •Secure and renew orders, arrange delivery dates, coordinate fulfillment, and provide field technical services in compliance with contract requirements.
Travel: Medium travel

Key Requirements

  • •Bachelor’s degree in finance, business, or a related field.
  • •3 years of customer service experience.
  • •3 years of banking or credit card experience.
  • •Comprehensive knowledge of merchant services products and the ability to cross-sell applicable products.
  • •Basic knowledge of federal and state banking compliance regulations and bank operational policies, plus basic accounting and ability to analyze financial data.
Experience:Merchant servicesBankingCredit cardsCustomer service
Education:Bachelor's in finance, business or related field
Skills:Customer serviceWritten and verbal communicationOrganizationTime managementSelf-motivated
Tech Stack:Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Company Brief

ServisFirst Bancshares
Bank holding company for ServisFirst Bank, offering commercial banking services including deposits, lending, treasury management, and private banking. Serves businesses and individuals primarily across the southeastern United States.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Birmingham, United States
Founded: 2005
WebsiteLinkedIn