Senior Merchant Consultant, VP
Send a job offer directly to this candidate
Experienced Sales and Portfolio Management professional with a demonstrated history of working in the financial services industry. Skilled in sales, portfolio management and possessing superior customer communication skills between business and technical teams to meet workforce development needs.
VP, Senior Merchant Consultant
Bank of America Merchant Services
May 2021 - Present (1 year 9 months)
● Exceeded sales and performance goals by 170% (2021 and 2022)
● Team Lead and mentor
Identify and develop Merchant Services sales opportunities in an assigned market
Deliver consultative sales approach by helping business clients assess their payment processing needs, and delivering solutions that address those needs
Conduct joint business development calls with the Business Bankers, Business Specialists, and
Market Presidents to identify sales opportunities, deliver proposals, conduct product demonstrations, or address service issues
Responsible for overall revenue growth, profitability, and client retention of assigned merchant portfolio and market
Attend regularly scheduled Financial Center Seller Meetings and Regional sales meetings to help cultivate referrals, provide sales training, and to present reporting on the Region’s overall Merchant
Mentor seasoned and new hire merchant consultants, observe & coach to Bank standards
VP, Senior Strategic Account Executive
Bank of America Merchant Services
Jul 2010 - Jul 2020 (10 years 1 month)
● Platinum Club recipient (2011-2015)
● Outstanding Achievements Award (2016-2017)
● Managed a portfolio of high-revenue strategic accounts ($5MM-100MM)
● Exceeded sales (new logo acquisition and current portfolio penetration) goals annually by an average of 15-20%
Identified and established strong and lasting relationships with key C-suite decision-makers and influencers in portfolio accounts and prospects.
Researched accounts to assess and uncover business opportunities
Led solution discovery to understand current clients’ requirements, objectives and priorities through quarterly and annual Business Reviews
Presented business solutions using appropriate sales approaches and techniques, including team and consultative presentations
Collected client feedback and escalated accordingly to drive continuous improvement across all areas
Worked with senior management, negotiated terms and conditions, and followed-up to deliver signed agreements
Maintained strong sales pipeline and forecasted to increase visibility of short and long term prospects through Salesforce.com
Exceeded monthly and annual performance in both client activity (meetings/demo’s etc.) and quota achievement
Apr 2006 - Jul 2010 (4 years 4 months)
● Lead a team of sales and service professionals to meet and exceed aggressive sales goals and service targets (25 associates, critical Financial Center)
● Consulted with business owners and high-net worth individuals to uncover their financial needs
● Bank Cluster Leader responsible for 5 financial centers and the coordination of new product launches and initiatives
Referred to business partners (Banc of America Investments, Merchant Services, Small Business Banking, and Premier Banking)
Quarterly Business Review with the Market Team on the status of the financial center as well as to discuss our next business plan
Bachelors of Sociology (University of Lyons)
