Sr. Advisor, Merchant Services Sales

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

The Senior Advisor role will be actively engaged in all aspects related to business development for Merchant Services within defined geographic markets. As part of the process, the Senior Advisor will prepare and present proposals and be adept at consulting with bank clients and potential clients regarding merchant services. In addition, the role will seek out new business development opportunities within the assigned fnbo banking communities. This person must possess complete knowledge of the merchant services products and services available and will serve as an advisor to bankers and centers of influence in markets served.

About This Role:

 

Key Accountabilities:

Customer Advisor: Help customers be successful by understanding customer needs and matching with FNBO merchant services product solutions.  This will be primarily achieved by alignment with fnbo behaviors including:

• Proper use of Salesforce
• Collaboration
• Be respectful of other roles and process
• Deliver an Uncommon Understanding for customers and providing advice and value based on the customers financial needs and goals by:
  • 70% time spent acquiring new business
  • 20% time spent growing existing business
  • 10% time spent servicing exiting business

Customer Personas:

The Senior Advisor will manage business development activities matching the skills, knowledge, and experience of the RM to the needs of the customers in their geography framework.  All customer personas will be served including:

Business Development Activities:

• Build a pipeline of sales activity through engagement of fnbo banker networks and through outside connections to sign 5-10 new clients per month for merchant services
• Participate and be involved as an active community member
• Identify new business customer opportunities and solutions aligned to match customer needs
• Facilitate product partners and support teams based on customer needs
• Negotiate terms and options with customer providing written proposals and presentations, when necessary
• Qualify and document opportunities
• Set expectations with customer regarding timeline and product document requirements
• Educate and train internal referral partners regarding products, services, and the process for submitting merchant referrals
• Leverage technology and tools consistently for data quality
• Use sales and prospecting tools and processes, effectively

Cross Functional Working Relationships:  Partner with others across the diverse footprint of the enterprise to optimize referral opportunities to meet the needs of the business customer.

• Collaborate with partners across the enterprise to fully optimize meeting the needs of the business customer to accelerate income and growth

Compliance:  Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties.

• Complete compliance training and adhere to internal procedures and controls, as required
• Report any known violations of compliance policy, laws, or regulations
• Report any suspicious customer and/or account activity

Professionalism/Attendance: Exhibit professional behavior and promote positive working relationships.  Maintain regular and predictable attendance.

Other duties as assigned by leadership.

The Ideal Candidate for This Role:

 

Qualifications:

• Bachelor’s Degree preferred
• 5+ years of successful sales experience
• Strong Merchant Services industry knowledge
• Excellent communication, negotiation, and interpersonal skills
• Results-oriented mindset with a focus on driving business growth and exceeding targets.
• Strategic thinker with the ability to develop and execute effective business plans.

Additional Requirements:

• Proven experience prioritizing and handling multiple customer relationships at the same time
• Strong analytical skills and attention to detail
• Ability to thrive in a fast-paced, dynamic work environment
• Commitment to continuous learning and professional development
• Willingness to travel for customer meetings, team events or as needed by leadership

Desired:

• Knowledge of applicable Network rules and regulations
• Experience working with Salesforce

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

 

Compensation range (base pay): $65,329.00-$107,794.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261093

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days.  Job postings may come down prior to 5 calendar days based on volume of applicants.