Relationship Manager - Financial Institutions, EX at Global Payments

Eugene, Oregon, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Payments, FintechIndustries

Prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to close deals within a fast sales cycle
Explaining value proposition to clients via Atlas CRM and Salesforce
Upselling current clients on other Heartland products and services
Maintaining regular communication with the Financial Institutions District Manager
Visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with FI partners
Fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success
Prospecting new clients into the North America Merchant Services realm
Maintaining existing/prospective client records in the CRM system (Atlas and Salesforce), including call notes, scheduled client interactions, contact information, and other relevant client information
Engaging with assigned FI partner through weekly branch visits, monthly training sessions, bank meetings, and huddles
Achieving minimum production requirements, including setting first time appointments, to secure quota
Continuously building and developing knowledge of current product/service portfolio as well as changes and developments within the financial technology industry
Attending weekly team meetings, weekly one-on-one, and semi-monthly field rides with District Manager
Additional responsibilities may be assigned as needed