Merchant Services Representative - SouthState Bank

Questions may be directed to AAFP member Alex Keene

Birmingham, Alabama

The Merchant Services Representative I will be responsible for representing South State Bank Merchant Services in the development of new accounts and the expansion of existing accounts at South State Bank. With a focus on one of South State Bank’s established geographic regions, she/he will directly interact with business owners to review their card payment acceptance needs and to align South State Bank Merchant Services solutions to meet those needs.

She/he will partner with Branch Managers, Commercial Bankers, and Treasury Management Sales Officers as necessary to develop sales leads from existing bank customers and to identify opportunities for new prospects. The Merchant Services Representative I will provide professional, consultative sales of Merchant Services solutions and will significantly influence client decisions in selecting solutions that help businesses succeed in the collection of card payments.

Responsible for new account development and/or the expansion of existing accounts within an established geographic bank territory.

Provide professional, consultative sales and applies company policies and procedures to resolve a variety of issues.

Have working knowledge of South State Bank Merchant Services solutions and other business banking products.

Possess knowledge about PCI compliance and a basic understanding of eCommerce technologies and applications.

Maintain an active and accurate Merchant Services sales pipeline.

Review, and follow up of sales referrals received from bank partners.

Prepare customized Merchant Services proposals that are responsive to individual customer needs. Ensures new client onboarding process is followed and performs follow up calls with the newly boarded merchants to ensure they have received adequate setup and training for the solutions provided.

Attend business development meetings, Branch Meetings, and other regional sales and market meetings to share Merchant Services sales priorities, current campaigns, product training and knowledge sharing, and business development opportunities.

Partner with Treasury Management Sales Officers regularly to review Treasury Management and Merchant Services sales pipelines to identify partnership opportunities.

Self-Source new sales opportunities to identify new Merchant Services sales opportunities in established geographic regions.

• Responsible for new account development and/or the expansion of existing accounts within an established geographic bank territory.
• Provide professional, consultative sales and applies company policies and procedures to resolve a variety of issues.
• Have working knowledge of South State Bank Merchant Services solutions and other business banking products.
• Possess knowledge about PCI compliance and a basic understanding of eCommerce technologies and applications.
• Maintain an active and accurate Merchant Services sales pipeline.
• Review, and follow up of sales referrals received from bank partners.
• Prepare customized Merchant Services proposals that are responsive to individual customer needs.
• Ensures new client onboarding process is followed and performs follow up calls with the newly boarded merchants to ensure they have received adequate setup and training for the solutions provided.
• Attend business development meetings, Branch Meetings, and other regional sales and market meetings to share Merchant Services sales priorities, current campaigns, product training and knowledge sharing, and business development opportunities.
• Partner with Treasury Management Sales Officers regularly to review Treasury Management and Merchant Services sales pipelines to identify…