Merchant Sales and Advisory Specialist
3 days ago
**Job Summary:**
We are seeking a Merchant Sales and Advisory Specialist to join our team at Bank of America. This role is responsible for managing a portfolio of clients and prospects, providing merchant advisory and positioning and selling solutions that address their merchant processing needs.
About the Role:
The successful candidate will have a deep understanding of the client's commerce ecosystem and the ability to consult them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the merchant point of contact for our bankers, Treasury Sales Officers, and leaders on merchant business development, advice, and overall portfolio management activities.
Responsibilities:
- Manage a portfolio of clients and prospects, providing merchant advisory and positioning and selling solutions.
- Proactively identify opportunities to grow net new business to the firm.
- Provide high-level advisory to deepen relationships with existing clients by working closely with Business Banking, Global Transaction Services, and the broader Merchant organization.
- Deliver responsible growth and serve as the merchant point of contact for our bankers, Treasury Sales Officers, and leaders.
- Perform all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management, and contract renewals.
Requirements:
- 2-5 years of direct merchant sales experience or equivalent.
- Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury Experience.
- Proven experience cultivating and strengthening client and business partner relationships.
- Demonstrated experience working with clients on working capital solutions.
- Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals.
- Demonstrated effective communication skills, including written, oral and presentation skills.
- Effective planning, prioritization, and time management skills.
- Ability to quickly learn various product solutions.
- Strong analytical and organizational skills.
Salary Estimate:
$80,000 - $120,000 per year, depending on location and experience.
Benefits:
Bank of America offers competitive benefits to support the well-being of teammates and their families.
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