Job SummaryResponsible for prospecting and running Global Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Global products and services, and maintaining regular communication with the Financial Institutions District Manager.
Job DutiesAs an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success.
During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Additional Responsibilities- Responsible for prospecting new clients into the North America Merchant Services realm.
- Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
- Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles.
- Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
- Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology.
- Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager.
- Additional responsibilities may be assigned as needed.
Desired Skills & Capabilities- Excellent prospecting, communication, presentation, and networking skills
- Works well independently and as part of a team
- Incentive-driven sales "hunter"
- Professional demeanor and impeccable integrity
- High sense of urgency and innate sales talent
- Enjoys cold-calling and speaking with people face to face
- Experience with Pipeline lead management
Minimum Qualifications- 18 years of age or older
- This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
- Live in area relative to job posting location
- Ability to be in the field, a minimum of 75% of the time
- 4+ years of sales experience
Preferred Qualifications- High school diploma/GED
- At least two years of relevant experience
Competencies- Awareness
- Driven
- Resilient
- Respectful
- Committedness
BenefitsA Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: https://jobs.globalpayments.com/en/why-global-payments/benefits/
CompensationReady to grow your career and your paycheck? Here's the breakdown:
Total earnings with Base Salary (OTE): $100,000 - $130,000+
- Salary: $40,000 - 60,000
- Residual Income: Keep earning from your hard work
- Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now!
