Sales Development Representative - Merchant Services

Tri City National Bank - Oak Creek, WI

Full-time - Entry Level

Oak Creek, WI

Credit Intermediation and Related Activities

About the position

The Merchant Services Sales & Support Advisor at Tri City National Bank is responsible for generating new sales through strong customer relationships and delivering exceptional service to a growing merchant base. This role involves managing merchant services accounts, identifying business opportunities, and providing tailored sales and support services to meet both business and technical needs.

Responsibilities

• Drive new sales by developing relationships with business customers, identifying their needs, and offering tailored credit card processing and merchant services solutions.
• Build and maintain long-term relationships with customers to ensure satisfaction and retention, while achieving sales objectives.
• Market credit card systems and related services to business customers, conducting business reviews to increase banking deposits and overall revenue.
• Provide high-quality support to merchants through on-site visits, phone calls, emails, and CRM platforms, ensuring timely and professional responses to inquiries.
• Collaborate with sales channels to refer leads outside the target market, facilitating the expansion of business opportunities.
• Assist with the installation and setup of merchant services equipment and software, ensuring smooth operational functionality for clients.
• Collect and report on sales statistics to assess performance, identify trends, and adjust strategies for optimal results.
• Quickly and effectively resolve merchant inquiries related to billing, account management, and troubleshooting.

Requirements

• Bachelor's or Associate degree preferred; relevant experience in sales, banking, or merchant services can be considered.
• Proven experience with CRM systems and a strong background in sales and client management.
• Excellent verbal and written communication skills, particularly in a sales or customer service setting.
• Reliable personal transportation and a valid driver's license are required for on-site service calls (mileage reimbursed).
• Ability to multitask, problem-solve, and deliver superior customer service.
• Experience in the banking, credit card processing, or e-commerce industries is preferred.
• Proficiency in Microsoft Word and Excel is essential.

Nice-to-haves

• Bi-lingual (Spanish) is a plus but not required.

Benefits

• 401(k) with company match
• Tuition reimbursement
• Medical, dental, and vision coverage
• Paid vacation and more!
• Up to 20 hours of paid vacation after 6 months for part-time employees
• Great Employee Benefits that start on the 1st of the month after your hire date!