Fidelity Bank

Commercial Card Sales Officer

Fidelity Bank • $70K — $95K *
Overland Park, KS 66212In-Person
Finance & Insurance
5 - 7 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in a business-related field
  • 5+ years of financial services experience
  • 3+ years of B2B sales experience
  • Understanding of payment systems
  • High attention to detail
  • Outstanding verbal and written communication skills
  • Strong customer service orientation
  • Proficiency in in-person and virtual presentations
  • Willingness to travel and work flexible hours

Responsibilities

  • Manage assigned sales territory to identify new commercial card opportunities
  • Conduct in-person and virtual sales calls demonstrating commercial card products
  • Assist in client onboarding, including gathering requirements and training
  • Collaborate with commercial lending and treasury management to identify prospects
  • Act as a liaison supporting various bank departments related to commercial card products
  • Educate and enroll suppliers in virtual card payment solutions

Benefits

  • Comprehensive suite of tools for improving cash flow
  • Opportunity to work in a problem-solving culture
  • Support for continuous learning and professional development
  • Collaborative environment with various bank departments
  • Focus on increasing efficiencies and profitability for clients
Full Job Description
Job Overview: Fidelity's Commercial Card department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline payments, minimize instances of fraud and provide information reporting. The Commercial Card team members operate with a problem-solving mindset, considering the different ways in which Fidelity can assist with increasing efficiencies and earn a return on dollars spent.

The candidate for this position will be responsible for:
  • Managing an assigned sales territory identifying new commercial card opportunities while meeting profitability objectives
  • Performing in-person and virtual commercial card business sales calls focused on commercial card product demonstrations
  • Participating in client onboarding process for business and commercial card products - including, but not limited to, gathering client requirements, solution build and client training
  • Partnering with commercial lending, treasury management, and any other areas of the bank to identify commercial card prospects, understanding client needs and determining appropriate card solutions for commercial clients
  • Serving as partner and liaison to support other bank departments with regards to commercial card products, including but not limited to sales, operations and service
  • Educating and enrolling suppliers for virtual card payment solution

Requirements for the position include:
  • Bachelors Degree in a business-related field
  • Minimum 5 years of financial services experience
  • Minimum 3 years of business-to-business experience
  • Familiarity with payment systems
  • High level attention to detail
  • Strong verbal and written communication skills
  • Strong customer service skills
  • In-person and virtual presentation skills
  • Ability to travel and work flexible hours

Preferred qualifications for this role include:
  • Commercial card experience, including expense management process flows and integrated payables knowledge
  • Experience working in areas of implementation, project management, or account management
  • Familiarity with accounting principles

About Fidelity Bank

Fidelity Bank is a community bank headquartered in Atlanta, Georgia. It was founded in 1974 and has grown to over 60 branches throughout Georgia and Florida. Fidelity Bank offers a range of personal and business banking services, including checking and savings accounts, loans, mortgages, and wealth management. The bank has over 2,000 employees and is committed to supporting the communities it serves through charitable giving and volunteerism.
Learn more about Fidelity Bank
Size
2,000 employees
Industry
Finance & Insurance
* Ladders Estimates

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