Merchant Sales Advisor

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Merchant Sales Advisor

Sales & Business Development

Location:

Job Summary
The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments 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.

Essential Functions

• 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-sized businesses.
• Identify merchants' other banking needs and work with available KeyBank resources to deliver solutions that meet those needs.
• Prospect small and medium-sized businesses in the sales 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
• 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

• Bachelor's Degree or equivalent experience (required)

Work Experience

• A minimum of 1 year of payments related experience in a banking environment (required)
• A minimum of 1 year of success in a client focused environment with aggressive growth and service goals (required)

Skills

• Strong financial acumen including the ability to read and understand financial statements.
• Exceptional negotiating and closing skills.
• Strong communication skills.
• Managing and nurturing client relationships by overseeing their accounts, identifying opportunities for growth, and ensuring clients receive tailored solutions to meet their business needs.
• Persuading and motivating clients and colleagues to adopt solutions or take actions that align with business goals, using effective communication and interpersonal skills.

Core Competencies

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

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving Requirements

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

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.