Regional Merchant Payments Advisor I

Woodforest Bank Charlotte , NC 28201

Posted 2 months ago

The Regional Merchant Payments Advisor I - is responsible for managing and promoting the growth of a portfolio of business customers utilizing merchant services. This includes partnering with Retail Branches, analyzing customer needs; identifying and advising on product and service solutions; and providing training and customer service support.

Key Responsibilities:

  • Responds to branch and customer inquiries and research requests specific to merchant services.

  • Schedules and participates in prospective and existing client calls and in person branch visits.

  • Evaluates customer relationships and performs analyses to strategize product and service solutions; makes recommendations and provides action plans to customers and relationship officers.

  • Prepares and delivers pricing proformas, proposals, presentations and bid recommendations.

  • Monitors and analyzes industry developments and market trends to provide feedback on products, risk and pricing.

  • Maintains relationship with current clients to ensure a high level of customer service and to identify additional business opportunities.

Makes recommendations on process and policy improvements to enhance productivity, profitability and the customer experience; assists with new product development and rollout.

Initiates or prepares services requests, agreements and other documents required to implement services for customers; monitors implementation progress and works with operation partners to resolve any customer issues.

Trains, consults and supports branch personnel on merchant products and services.

Maintains and updates pricing schedules, marketing and training materials, and other department documents and reports.

Actively manages and tracks sales activities and referrals in a pipeline; works closely with other team members to accomplish department goals and objectives.

  • Performs other job-related duties or special projects as assigned.

Competencies Required:

  • Extensive knowledge of merchant products and services, industry trends, pricing strategies, customer needs analysis and proposal development.

  • Exceptional communication, presentation and consultation skills.

  • Excellent time management and organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.

  • Working knowledge of business accounting systems, calculations of average balances, earnings credit, FDIC, investment policies and collateralization.

  • Strategic and problem-solving mindset with developed analytical ability, critical thinking and decision-making skills.

  • Excellent customer service and relationship management skills with the ability to effectively interact with internal and external top executives and business owners in a variety of industries.

  • Self-driven and highly motivated; takes pride in meeting and exceeding goals.

Proficiency with Microsoft office (PowerPoint, Excel, Office, Word, and SharePoint) and the ability to navigate banking software applications (Bancline, UltiPro).

Minimum Qualifications/Experience:

  • 3 years of sales experience; should include at least 1 yr. experience in the banking or financial services industry.

  • Experience or exposure to merchant services preferred.

Formal Education & Certification:

  • Bachelor's degree in a business-related field preferred.

Work Status:

  • Full-Time

Supervisory Responsibility:

  • None.


  • Up to 50% regional travel expected.

Working Conditions:

  • Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.


This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.

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Regional Merchant Payments Advisor I

Woodforest Bank