Business Solutions Sales Specialist

Position Summary

We are seeking a dynamic and motivated sales professional to join our sales team as a Business Solutions Sales Specialist, focusing on merchant card acceptance services (“Merchant Services”) and treasury management services. The individual filling this role will sell our company's merchant card acceptance services, provided by First Data, to businesses of all sizes, as well as offer treasury management solutions to help businesses optimize their financial operations.

Qualifications

College degree in finance or business-related discipline and/or a minimum of three years banking experience or the equivalent.

At least two years of Financial Services experience preferred; Sales calling experience preferred.

Knowledge merchant card acceptance services preferred.

Proficiency with Microsoft Office suite.

Must be bondable.

Core Competencies

Career Development: Proactively prepares and actively participates in ongoing, candid, constructive monthly Coaching sessions with supervisor. Seeks advancement into challenging and developmental roles and assignments. Sets and meets clear, measurable goals.

Communicates Effectively: Demonstrates the ability to effectively communicate with all employees and clients, regardless of level. Communicates clearly, concisely, with candor and confidence. Writes, speaks and listens to disseminate and receive information effectively and accurately. Seeks to understand the viewpoints of others. Keeps others informed in a timely manner.

Focuses on the Client: Anticipates and identifies internal and external client needs. Takes action to meet and, where possible, exceed client expectations. Plans and organizes work effectively to facilitate responsiveness to client and meet deadlines.

Judgment: Demonstrates sound reasoning and well-balanced thinking. Balances the need for action with the need for analysis. Incorporates strategic thinking skills into practice by examining facts. Shows an ability to problem solve complex issues. Probes beyond symptoms to determine the underlying cause. Learns from and accepts responsibility from mistakes.

Teamwork: Demonstrates the ability to enhance the department and Orrstown Banks development through participation. Holds self and others accountable for exceeding departmental and corporate goals. Develops strong working relationships throughout the organization. Appropriately voices opinions, even if they are contrary to the consensus of the team. Initiates and develops positive working relationships with others in a way that builds bridges across boundaries and breaks down silos. Relates to others in an open and accepting manner that creates trust, respect and a collaborative environment.

Essential Duties

Develop and maintain a strong network of potential clients through targeted prospecting, networking events, and referrals.

Identify and qualify leads for merchant card acceptance services and treasury management services

Conduct product presentations and demonstrations to potential clients to showcase the benefits of our services

Build and maintain relationships with clients by providing exceptional customer service and support

Identify client needs and recommend customized solutions for merchant card acceptance and treasury management

Prepare and present proposals and quotes, negotiate pricing and terms, and close sales deals

Execute the arrangement and proper installation of Treasury Management and Merchant Services solutions.

Stay current on industry trends, market developments, and competitors’ offerings to proactively identify new sales opportunities

Achieve and exceed assigned sales targets and goals

Provide regular reports on sales activities, progress, and achievements to the sales manager

Maintain proficiency in bank and vendor systems

Complete required annual regulatory, sales, and service training and apply training to daily responsibilities, maintaining a compliant sales and service process

Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel; respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy.

Attend regularly scheduled coaching and counseling sessions held by supervisor to achieve the outcome of improved communication, action plan development, positive feedback and performance improvement.

Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the work place; support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements. Ensure that the department and all personnel adhere to the same; perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. The employee may occasionally lift and/or move up to 10 pounds. Ability to reach destinations within the Orrstown footprint at all times is required. Ability to work and report to the employer’s physical work location(s).   

Work Environment

Work is performed in an office setting with little to moderate exposure to noise, heat, dust or other adverse factors. Working extended hours may be required as needed. The noise level in the work environment is usually quiet.