9 client service advisor jobs found

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space from $3-$50 million.  You will also partner with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate complex hardware...

What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance. The pay range for a Sales Agent...

What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance. The pay range for a Sales Agent...

What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance. The pay range for a Sales Agent...

What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance. The pay range for a Sales Agent...

What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance. The pay range for a Sales Agent...

Description Summary: The Treasury Management Area Sales Manager is responsible for managing a team of Sales Advisors within a defined region.  Duties and Responsibilities: Work with the Sales Director and/or Sales Manager in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.  Provide leadership; mentorship; and communicating direction and group strategy to the Sales Advisors in order to meet established Treasury Management goals.  Responsible for sales prospecting, product pricing and structuring, and customer proposals.  Develop and maintain profitable and quality cash management relationships with the largest and most complex customers.  Maintain and manage to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Execute a partnership plan with all business partners across and...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...