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KeyBank

Provides banking, loans, and financial services

Merchant Sales Advisor

Field SalesConfirmed live in the last 24 hours
Full-timePortland, OR, USA

About the Job

Requirements

  • A Bachelor's degree or equivalent experience is required.
  • At least 1 year of payments-related experience in a banking environment is required.
  • At least 1 year of success in a client-focused environment with aggressive growth and service goals is required.
  • The role requires the ability to speak bilingually.
  • The role requires strong financial acumen, including the ability to read and understand financial statements.
  • The role requires negotiating and closing skills.
  • The role requires communication skills.
  • The role requires the ability to manage and nurture client relationships, oversee accounts, identify growth opportunities, and provide tailored business solutions.
  • The role requires the ability to persuade and motivate clients and colleagues to adopt solutions or take actions aligned with business goals.
  • The role requires the ability to routinely and frequently operate a motor vehicle with a valid driver's license.
  • Employees are expected to demonstrate Key’s values and sustain proficiency in identified leadership competencies.
  • The role requires prolonged sitting, communicating face-to-face or by phone with teammates and clients, frequent computer use, and occasional lifting, pushing, or pulling of bags weighing up to 10 pounds.

Responsibilities

  • Acquire new merchant services relationships by prospecting external sources in the assigned territory and obtaining referrals from client-focused teams, including Retail Banking, Business Banking, Private Banking, and Treasury.
  • Consult with prospective businesses to identify suitable payment solutions and present and sell merchant payment processing, including credit card, check processing, gift cards, ACH, and related hardware and software products to small and medium-sized businesses.
  • Identify merchants’ other banking needs and work with available KeyBank resources to deliver solutions.
  • Prospect small and medium-sized businesses in the assigned region to supplement bank referrals.
  • Resolve client issues and take appropriate action to ensure client satisfaction.
  • Partner with functional groups and lines of business throughout the bank to identify growth opportunities.
  • Perform other duties as assigned; duties, responsibilities, and activities may change or new ones may be assigned at any time.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and the bank.

Desired Qualifications

  • Spanish language proficiency is highly desirable; fluency in other languages will also be considered.
  • Bilingual candidates are preferred to support the diverse customer base.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

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