Treasury Management & Merchant Services Sales Consultant

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 Treasury Management and Merchant Sales Consultant 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.

Compensation: $60,000+ annually depending on experience.  

• 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 set-up 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.
• Assist and provide technical support for both bank employees and business customers for all Cash Management products. Support would include emails, phone calls and visits to both the place of business and branches.
• Train business customers how to use the Business Online Banking, Mobile Banking, Remote Deposit Capture, ACH, Bill Pay, Positive Pay and Wire Transfer products. Training sessions could be conducted at the customer’s place of business or by phone.
• Review ACH customers that exceed their limits during the workday. Research overages and work with Senior Management for approval / reset the suspended file after approval.
• Meet to review twice a year all customers’ ACH / RDC Limits with Senior Loan Committee.
• Continue updating all training manuals on cash management products, procedures, and other duties for use with other employees for training and backup.
• Support all municipal customers. This would include troubleshooting and resolving technical issues for business online banking, remote deposit capture and lockbox. Work with bank staff on Request for proposals for both existing and potential new customers.
• Lead training sessions for bank staff about all products supported by Business Services.
• Work with the product management team and operations for any updates or new products that are to be implemented.
• Understand how to write BIC Reports as requested by other bank departments.
• Assists in establishing and maintaining new and existing relationships with prospective clients, by performing set-up and providing service and maintenance on all cash management products and services.
• Manage challenging situations with clients and provide them with information or additional options to resolve issues. Ensure that quick and proper responses to all reasonable customer requests are achieved.
• 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.
• 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.
• Must have extensive knowledge of all Cash Management products which would include Business Online Banking, Mobile Banking, Remote Deposit Capture, ACH, Bill Pay, Positive Pay and Wire Transfer products. 
• Know and understand all regulatory and compliance requirements with respect to the company’s policies and procedures.
• 3-5 years’ banking experience.
• Basic analytical ability required to gather and interpret data and generate accurate reports.
• Must have a working understanding of Bank and departmental principles, procedures, and terminology. Must adhere to all Bank policies.
• Familiarity and experience with computer hardware and software packages including Microsoft Word, Excel, and Outlook. Must be able to navigate on the internet and learn website functions.
• Ability to interact with customers, employees, and vendors in a professional and courteous manner.
• Ability to maintain confidentiality of customer data.
• Must have superior organizational skills, pay attention to detail, and possess ability to work independently.
• Requires travel to customer locations. Must have a valid driver’s license and access to an insured automobile.
• Ability to work effectively under pressure.
• Possesses a high degree of interpersonal and professional skills. Must be customer service oriented.

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.)