Sr. Advisor, Merchant Services Sales

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

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. As part of the process, 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.

This person 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.

About This Role:

Key Accountabilities:

Customer Advisor:
Help customers be successful by understanding customer needs and matching with FNBO merchant services product solutions. This will be primarily achieved by alignment with fnbo behaviors including:

Proper use of Salesforce Collaboration Be  respectful of other roles and process

Deliver an Uncommon Understanding for customers and providing advice and value based on the customers financial needs and goals by:70% time spent acquiring new business
20% time spent growing existing business
10% time spent servicing exiting business

Customer Personas:

The Senior Advisor will manage business development activities matching the skills, knowledge, and experience of the RM to the needs of the customers in their geography framework. All customer personas will be served including:

Business Development

Activities:

Build a pipeline of sales activity through engagement of fnbo banker networks and through outside connections to sign 5-10 new clients per month for merchant services

Participate and be involved 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 customer providing written proposals and presentations, when necessary

Qualify and document opportunities

Set expectations with customer 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

Use sales and prospecting tools and processes, effectively

Cross Functional Working Relationships:
Partner with others across the diverse footprint of the enterprise to optimize referral opportunities to meet the needs of the business customer.

Collaborate with partners across the enterprise to fully optimize meeting the needs of the business customer to accelerate income and growth

Compliance:
Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties.

Complete compliance training and adhere to internal procedures and controls, as required

Report any known violations of compliance policy, laws, or regulations

Report any suspicious customer and/or account activity

Professionalism/Attendance:
Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance.

Other duties as assigned by leadership.

The Ideal Candidate for This Role:

Qualifications:

Bachelor’s Degree preferred5+ years of successful sales experience

Strong Merchant Services industry knowledge

Excellent communication, negotiation, and interpersonal skills

Results-oriented mindset with a focus on driving business growth and exceeding targets.

Strategic thinker with the ability to develop and execute effective business plans.

Additional Requirements:

Proven experience prioritizing and handling multiple customer relationships at the same time 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

Desired…