Sales Development Representative - Merchant Services

Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.

The Merchant Services Sales & Support Advisor is responsible for generating new sales through strong customer relationships, identifying business opportunities, and delivering exceptional service. This role supports both the business and technical needs of a growing merchant base, offering tailored sales and support services. You will manage merchant services accounts through in-person visits, phone, email, and CRM, while also working with various sales channels to expand the client base beyond the target market. 

• Drive new sales by developing relationships with business customers, identifying their needs, and offering tailored credit card processing and merchant services solutions.
• Build and maintain long-term relationships with customers to ensure satisfaction and retention, while achieving sales objectives.
• Market credit card systems and related services to business customers, conducting business reviews to increase banking deposits and overall revenue.
• Provide high-quality support to merchants through on-site visits, phone calls, emails, and CRM platforms, ensuring timely and professional responses to inquiries.
• Collaborate with sales channels to refer leads outside the target market, facilitating the expansion of business opportunities.
• Assist with the installation and setup of merchant services equipment and software, ensuring smooth operational functionality for clients.
• Collect and report on sales statistics to assess performance, identify trends, and adjust strategies for optimal results.
• Quickly and effectively resolve merchant inquiries related to billing, account management, and troubleshooting.
• All other duties as assigned

• Bachelor’s or Associate degree preferred; relevant experience in sales, banking, or merchant services can be considered.
• Proven experience with CRM systems and a strong background in sales and client management.
• Excellent verbal and written communication skills, particularly in a sales or customer service setting.
• Reliable personal transportation and a valid driver’s license are required for on-site service calls (mileage reimbursed).
• Ability to multitask, problem-solve, and deliver superior customer service.
• Experience in the banking, credit card processing, or e-commerce industries is preferred.
• Proficiency in Microsoft Word and Excel is essential.
• Bi-lingual (Spanish) is a plus but not required.

Why Join Us: 

• Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
• Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
• Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
• Celebration of Success: Join a team that values and celebrates individual and collective achievements.
• Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.
• Great Employee Benefits that start on the 1st of the month after your hire date!
• Part-Time:
• 401(k) with company match 
• Up to 20 hours of paid vacation after 6 months
• Full-Time:
• 401(k) with company match
• Tuition reimbursement
• Medical, dental, and vision coverage
• Paid vacation and more!

Equal Opportunity Employer/Veterans/Disabled 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 

Reasonable Accommodation

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or hr2@tcnb.com

(**Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)