As a Business Development Representative II in the Proactive Sales channel you will be working in a fast-paced environment and will be responsible for meeting monthly and annual production goals by selling a suite of Merchant Services products and services to our current and prospective clients via multiple ways of communication.
Job Responsibilities
- Cultivating new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals.
- Will also identify and self-source client opportunities through building and utilizing referral networks and centers of influence to independently identify and pursue potential new business clients.
- Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase.
- Regularly conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model.
- Demonstrates ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products.
- Completes analysis to competitively identify and price Chase products and services for profitability.
- Negotiates leveraging customized proving models with clients to close business.
- Maintains detailed and accurate electronic sales records and prepares sales reports as required.
- Works with internal partners to ensure successful implementation, product ramp-up.
- Protects the firm by following sound risk management protocols and adhering to regulatory requirements.
- Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations.
Required qualifications, capabilities and skills
- Bachelor’s degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 3 years with related business development experience.
- Strong knowledge of the merchant services industry, products and services.
- Excellent communication skills with individuals at all levels, internally and externally.
- Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes.
- Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply.
- Ability to balance needs of clients with associated risks and interests of the firm.
- Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives.
- Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments.
- Knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.