The Merchant Services Sales Advisor will provide expertise and a clear understanding of characteristics of high quality merchant service prospects in order to grow the portfolio of merchant net revenue.
The ideal candidate will maintain a high level of awareness and understanding of existing and new payment processing technologies as well as industry, bank and client changes and trends.
Follow all Horizon Bank activities for preparation of client onboarding, particularly including prohibited merchant list, the Elavon Sales Automation Tool (SAT), submission of required client financial statements in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs).
Accountable for completing the in-market processes for adding new Merchant Services / new Merchant relationships, training customers in the use of the complete span of Merchant Services requested by the client including Payment Insider for reporting and for the monthly statement.
Provide customer support through implementation and on an ongoing basis by leveraging the Elavon Support Center. Identify additional cross sale products and articulate product advantages and details as needed.
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications.
Accountable for adherence to compliance standards including Bank Secrecy Act (BSA). Actively protect confidentiality of customer and account information.
Demonstrate Horizon Bank’s commitment to the communities we serve through active involvement in local organizations and events.
i.e., be the sales focal point for Merchant Services with a sense of urgency.
Work closely with Horizon Bank’s service provider regarding new product developments with Web-Commerce, Value-Added Resellers, and industry-focused POS systems.
Keep up to date on market trends by participation in professional organizations and community projects and events.
Qualifications & Skills
or equivalent education and experience.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA)
Physical Demands : Percentage of Time :
Percentage of Time :
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers.
Able to observe actions of others to ensure safety and security of the facility.
Able to grasp, move and sort forms and papers.
Constantly operate a computer and other office machinery such as calculator, copy machine, fax machine, scanner, printer and telephone
Able to remain stationary at a desk for long periods of time
Regularly move about the office to access file cabinets, storage drawers and various office equipment
Occasionally position self to reach heights between floor and 6’
Regularly travel within a territory to meet with clients, present proposals and conduct training. Some (5%) overnight travel may be required to attend monthly status meetings with Treasury Management leadership.
Horizon Bank is a proud EOE F Vets Disabled Employer.