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Centralized Merchant Consultant - CRPT/Retention

Bank of America

Bank of America

Multiple locations
Posted on Thursday, February 8, 2024

Job Description:

Execute retention and deepen relationships for merchant product clients for segments and/or channels including Advanced Client Solutions, Financial Centers, and Digital

•Demonstrate understanding and broad knowledge of merchant pricing, software, gateways, security as well as expert industry knowledge in Retail, Restaurant, Business to Business

• Continuously develop and maintain a strong pipeline for new revenue growth opportunities through inbound and outbound calling activities and follow up

• Attain balanced performance including assigned sales and revenue goals, operational excellence/risk and client experience standards

• Successfully schedule and manage appointments with clients over the phone

• Leverage the consultative sales process to effectively provide solutions to small business prospects and clients

• Acts as a champion for clients by connecting expertise across the company that helps them achieve their goals

• Adhere to schedule provided by management to ensure availability in contact center environment

• Maintain accurate records and adhere to Service Level Agreements (SLAs)

• May perform other ad hoc duties as assigned

Required Skills:

High School Diploma

• 1+ years customer service experience (face to face or call center environment)

•Established customer service, relationship management, and negotiation skills

•Proficiency in computer skills and professional programs (for example Microsoft Office, PowerPoint)

•Ability to work in a fast-paced environment

•Ability to understand technical solutions and processes

•Capability to adapt to an ever changing payment processing environment

•Strong communications, including oral and written presentation skills

• Highly motivated to succeed in a performance driven environment

•Effective planning, time management and organizational skills

•Knowledge or experience in Merchant or Financial Services in similar field preferred

•Contact center experience preferred but not required

Desired Skills:

Advanced Consultative and highly experienced Customer Service Skills

*Possesses financial services business acumen with the ability to discuss in depth complex financialsolutions to clients

* Experience retaining Merchant, Bankcard or Financial Services in similar field (call centerenvironment)

* Highly motivated to succeed in a performance driven environment

* Multi-lingual ability is a plus


1st shift (United States of America)

Hours Per Week: