Merchant Services Representative
Overview
Our Merchant Services team supports the growth of the Merchant Services portfolio through consultation calls and is responsible for having clients agree to apply for merchant accounts. We take a curious and consultative approach to engage and successfully convert client leads into merchant account applications. We aim to ensure our clients have the most efficient and cost effective products by asking questions to uncover their merchant processing needs. Learning about their unique business helps us to recommend viable solutions to drive their business growth.
This job is coded as “Flex” which means the company does not currently require this position to be performed in office.
Wage
Benefits
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100% employer-paid medical, dental & visionFull coverage for employees — nothing comes out of your paycheck. Plus an annual review with a raise option.
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Time off that grows with you22 days PTO + 4 holidays to start. After 3 years it bumps to 29 days, and after 5 years you move to flexible time off — not accrued, not capped. Take time off when you want.
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Parental leave & 401(k) matchPaid parental leave, plus up to 6% company 401(k) matching with no vesting period — it’s yours from day one.
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Quarterly allowanceSpend it on whatever makes work better: a comfier remote setup, continuing-education classes, a plant for your desk, coffee for a coworker, a massage for yourself… really, whatever.
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No dumb perks (and a trail mix bar)No weekend dog-walking gimmicks that look cool but cost nothing because nobody uses them. We spend on benefits you’ll actually use — an open-concept office, friendly coworkers, a creative environment, and yeah… a trail mix bar.
Responsibilities
Placing outbound calls to clients for credit card processing consultations
Consult with merchants to ensure they have the most efficient and cost effective products for their needs
Use consultative sales approach to successfully convert client leads into merchant account applications with credit card processors we partner with
Review merchant processing needs, recommend viable solutions, and drive merchant growth by having clients agree to apply for merchant accounts
Provide superior customer service and relationship management as the department grows
Communicate professionally with clients via phone and email
Timely and professional follow up on pricing quotes.
Have fun building something great!
Help support other customer service groups as needed
Requirements
Excellent attention to detail
Self motivated and quick learner
Excellent customer service with the ability to listen critically
Must have a strong work ethic and welcome coaching
Knowledge of computers and the ability to navigate systems to gather information
Strong verbal and written communication and problem solving and negotiation skills
Comfortable calling customers and speaking on the phone
Technical aptitude with the ability to learn how point of sale systems and credit card terminals work
Merchant services or banking experience helpful, but not required
Why Work Here
You understand the importance of providing stellar customer service and growing relationships with value added services. You are solution oriented and like the process of asking all the right questions to ensure you are making the best possible suggestion for our clients, especially if it requires your to do some negotiating to help them reach their goals! You may not have a ton of experience in banking or the world of payment processing, but you have the will and desire to learn and join Corporate Tools as we expand our services in this growing industry.