Merchant Payments Advisor Job at Woodforest National Bank
Merchant Payments Advisor
-
057847
Description
Take the next step toward your new career today!
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Merchant Payments Advisor I - will work and learn alongside Merchant Payment Advisors II and III and is responsible for promoting the growth of a portfolio of business customers utilizing merchant services. This includes partnering with Retail Branches, analyzing customer needs, identifying, and advising on product and service solutions and providing customer service support.
This position will work ‘in-office’ during an initial training period. Once the training period is successfully completed, this position, at the manager’s discretion, is eligible for telecommuting and remote work, subject to Woodforest’s Telecommuting and Remote Work Policy. For in-office and telecommuting requirements, Woodforest National Bank offices are in The Woodlands, Texas.
Remote work shall only be performed from states/areas in which WNB has an established footprint. These states are Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.
Key Responsibilities:
Competencies Required:
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Merchant Payments Advisor I - will work and learn alongside Merchant Payment Advisors II and III and is responsible for promoting the growth of a portfolio of business customers utilizing merchant services. This includes partnering with Retail Branches, analyzing customer needs, identifying, and advising on product and service solutions and providing customer service support.
This position will work ‘in-office’ during an initial training period. Once the training period is successfully completed, this position, at the manager’s discretion, is eligible for telecommuting and remote work, subject to Woodforest’s Telecommuting and Remote Work Policy. For in-office and telecommuting requirements, Woodforest National Bank offices are in The Woodlands, Texas.
Remote work shall only be performed from states/areas in which WNB has an established footprint. These states are Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.
Key Responsibilities:
- Responds to branch and customer inquiries and research requests specific to merchant services.
- Schedules and participates in prospective and existing client calls and in person branch visits.
- Gains knowledge and understanding for evaluating customer relationships and performing analyses to strategize product and service solutions; makes recommendations and provides action plans to customers and relationship officers.
- Learns internal process for preparing and delivering pricing proformas, proposals, presentations and bid recommendations.
- Develops relationship management skills with current clients to ensure a high level of customer service and to identify additional business opportunities.
Competencies Required:
- Exceptional communication, presentation, and consultation skills.
- Excellent time management and organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.
- Strategic and problem-solving mindset with developed analytical ability, critical-thinking and decision-making skills.
- Excellent customer service and relationship management skills with the ability to effectively interact with internal and external top executives and business owners in a variety of industries.
- Self-driven and highly motivated; takes pride in meeting and exceeding goals.
- Proficiency with Microsoft office (PowerPoint, Excel, Office, Word, and SharePoint and the ability to navigate banking software applications.
Qualifications
Minimum Qualifications/Experience:
Formal Education & Certification:
Work Status:
Travel:
Working Conditions:
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
- 1+ years of relevant and transferrable sales and/or customer service experience; OR an equivalent amount of directly related college education.
- Clean driving record and valid driver's license required.
Formal Education & Certification:
- Bachelor’s degree preferred.
Work Status:
- Full-Time.
- None.
Travel:
- Up to 50% regional travel expected.
Working Conditions:
- Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
Job
: Lending
Primary Location
: Louisiana-Houma
Schedule
: Full-time
Work Locations
: LA - Houma Walmart-8188 933 Grand Caillou Road Houma 70363
Unposting Date
: Ongoing
Organization
: Texas - Houston
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