Business Banking Relationship Manager at Global Payments

Portland, Maine, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Payments, Fintech, Financial ServicesIndustries

Requirements

Ability to prospect and run Heartland Payments presentations in person and over the phone to business owners or Financial Institution (FI) Partners
Proficiency in using Atlas CRM and Salesforce for explaining value proposition, lead generation, sales presentations, client financial analysis, and paperless contract processing
Capability to upsell current clients on other Heartland products and services
Skills in maintaining regular communication with Financial Institutions District Manager
Willingness to visit assigned financial institutions (FI) branch locations weekly for partner engagement
Ability to foster strong relationships, align with branch goals, and drive collaboration
Readiness to undergo training on short-cycle sales process, accompanied by District Manager initially
Commitment to achieving minimum production requirements, including setting first-time appointments to secure quota

Responsibilities

Prospecting new clients into the North America Merchant Services realm
Running Heartland Payments presentations to close deals within a fast sales cycle
Maintaining and building trusted partnerships with FI partners through branch visits, monthly training sessions, bank meetings, and huddles
Maintaining existing/prospective client records in Atlas and Salesforce, including call notes, scheduled interactions, contact information, and other relevant data
Ensuring alignment with branch goals and serving as a key resource for collaboration and success
Achieving minimum production requirements and securing quota through appointments and sales activities
Engaging in partner activity to drive success with FI partners

Skills

Key technologies and capabilities for this role

SalesProspectingRelationship ManagementCRMSalesforceAtlas CRMPresentationsUpselling

Questions & Answers

Common questions about this position

What is the compensation for the Business Banking Relationship Manager role?

The position offers Annual On-Target Earnings (OTE) of $120,000+, with a Base Salary of $40,000+, Residual Income, and Monthly/Quarterly Bonuses for exceeding quota.

What benefits are offered in this position?

Global Payments provides a comprehensive benefits package including medical, dental and vision care, EAP programs, and paid time off.

Is this role remote or does it require travel?

The role involves visiting assigned financial institutions branch locations in person for partner activities and initial training appointments with the District Manager.

What skills are required for the Financial Institutions Relationship Manager position?

Key skills include prospecting and running sales presentations in person and over the phone, using Atlas CRM and Salesforce, building trusted partnerships, and executing a short-cycle sales process.

What does the team structure look like for this role?

You will report to a District Manager and receive coaching from a Director, with the District Manager accompanying you on initial training appointments.