Bank of America - Arcadia, CA

posted 18 days ago

Full-time - Entry Level
Arcadia, CA
10,001+ employees
Credit Intermediation and Related Activities

About the position

The Merchant Consultant position at Bank of America focuses on providing payment processing solutions to small business clients through partnerships with specialists and financial centers. The role emphasizes understanding client needs and delivering tailored solutions, particularly in complex scenarios, while maintaining a strong client experience and achieving sales goals.

Responsibilities

  • Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business-to-business industries to identify clients' business needs.
  • Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions.
  • Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements.
  • Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security.
  • Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients.
  • Acts as a champion for clients by connecting expertise across the company to help them achieve their goals.
  • Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever-changing payment processing environment.
  • Independently identifies sales opportunities from the bank's portfolio of clients.

Requirements

  • Customer focus
  • Prospecting and referral sales
  • Consultative sales
  • Pipeline management
  • Time management
  • Technical expertise
  • Relationship building
  • Oral & Written communication
  • Problem solving
  • Teamwork
  • Presentation skills
  • 2+ years of sales experience
  • Bilingual in Mandarin

Nice-to-haves

  • Merchant products and solutions
  • Industry business acumen

Benefits

  • Competitive benefits to support physical, emotional, and financial well-being
  • Opportunities to learn and grow
  • Flexible working arrangements
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