Sr. Advisor, Merchant Services Sales
Listed on 2026-06-27
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Sales
Business Development, Client Relationship Manager -
Business
Business Development, Client Relationship Manager
Senior Advisor – Merchant Services
Application to list Summary of the Job:
The Senior Advisor role will be actively engaged in all aspects related to business development for Merchant Services within defined geographic markets. The Senior Advisor will prepare and present proposals and be adept at consulting with bank clients and potential clients regarding merchant services. In addition, the role will seek out new business development opportunities within the assigned FNBO banking communities.
The individual must possess complete knowledge of the merchant services products and services available and will serve as an advisor to bankers and centers of influence in markets served.
- Customer Advisor:
Help customers be successful by understanding customer needs and matching with FNBO merchant services product solutions. - Time allocation: 70% acquiring new business, 20% growing existing business, 10% servicing exiting business.
- Engage banker networks and outside connections to sign 5-10 new clients per month for merchant services.
- Participate as an active community member.
- Identify new business customer opportunities and solutions aligned to match customer needs.
- Facilitate product partners and support teams based on customer needs.
- Negotiate terms and options with customers, provide written proposals and presentations when necessary.
- Qualify and document opportunities.
- Set expectations with customers regarding timeline and product document requirements.
- Educate and train internal referral partners regarding products, services, and the process for submitting merchant referrals.
- Leverage technology and tools consistently for data quality and use sales and prospecting tools and processes effectively.
- Partner with others across the enterprise to optimize referral opportunities and meet the needs of the business customer.
- Collaborate across the enterprise to accelerate income and growth.
- Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program.
- Complete compliance training and adhere to internal procedures and controls.
- Report any known violations of compliance policy, laws, or regulations.
- Report any suspicious customer and/or account activity.
- Exhibit professional behavior and promote positive working relationships.
- Maintain regular and predictable attendance.
- Other duties as assigned by leadership.
- Bachelor’s Degree preferred.
- 5+ years of successful sales experience.
- Strong Merchant Services industry knowledge.
- Excellent communication, negotiation, and interpersonal skills.
- Results-oriented mindset focused on driving business growth and exceeding targets.
- Strategic thinker with the ability to develop and execute effective business plans.
- Proven experience prioritizing and handling multiple customer relationships simultaneously.
- Strong analytical skills and attention to detail.
- Ability to thrive in a fast‑paced, dynamic work environment.
- Commitment to continuous learning and professional development.
- Willingness to travel for customer meetings, team events or as needed by leadership.
- Knowledge of applicable Network rules and regulations (desired).
- Experience working with Salesforce (desired).
- Unrestricted work authorization; no need for future sponsorship.
- Proficiency in Salesforce is required.
Base pay range: $65,329.00 – $. Final compensation offer may vary based on experience and qualifications.
Benefits OverviewMedical, Dental, Vision Insurance; 401(k) with matching contributions;
Time Off programs;
Health Savings Account (HSA) / Dependent Care;
Employee Banking;
Growth Opportunities;
Tuition Assistance;
Short‑Term/Long‑Term Disability Insurance.
Incumbent will work onsite at the posted location. Work location subject to change based on business needs.
Equal Opportunity EmployerFNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. FNBO follows federal law regarding the use of marijuana (for non‑California applicants). All employment decisions made by FNBO are in compliance with applicable equal opportunity and affirmative action laws.
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