Job description

If interested in this opening, please visit www.1stsource.com/about/career-opportunities to submit your application through our applicant tracking system.

POSITION SUMMARY
Responsible for the overall quality, profitability and volume of the Merchant Credit Card Portfolio.

ESSENTIAL REQUIREMENTS

• Responsible for the quality of Merchant Credit Card portfolio
• Calls on prospective or existing clients to develop new business, expands existing business relationships, maintains good client relations, and ensures proper servicing of accounts.
• Inside sales to TS Sales Officers and RMs to generate referrals for more complex MCC products
• Completes or facilitates the completion of Merchant Credit Card pricing analysis and makes recommendations to assist business clients.
• Follows up with existing clients to ensure good service, cross-sell additional services and maintains relationships
• Stays apprised of Treasury Services and Merchant Card industry information to fully meet the needs of existing and potential customers.
• Prepares or assists with preparation of MCC and delivers and reviews Treasury Services documents with clients.
• Reviews returned MCC/Treasury Services documents to ensure accuracy.
• Participates in joint calls with Product Generalist to clients with Treasury Services needs.
• Tracks referrals and sales results.
• Assists in developing a marketing strategy for MCC, monitoring its success, and helping to coordinate the Treasury Services sales program with other departments.
• Helps educate both the Retail and Business Banking departments on Merchant Card
• Hosts regular educational seminars for clients on MCC pricing and MCC in general
• Meets with Relationship Managers to review and put together cross-selling action plans based on prospect and existing client lists.
• Recommends and cross sells other services within the bank that are related to Treasury Services.
• Completes all compliance training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Two (2) or more years sales experience preferred; one (1) to three (3) years banking experience preferred; experience selling Treasury Services or banking products/services preferred.
• Good PC skills--proficiency in Microsoft Word and Excel essential.
• High degree of self motivation and ability to work autonomously.
• Strong client relationship management and customer service.
• Great written and verbal communication skills and ability to network within the bank and in the community.
• Proactive sales skills with ability to prospect new client relationships.

EDUCATION
Bachelors’ Degree preferred.

TRAVEL REQUIREMENTS
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer - M/F/D/V

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• South Bend, IN 46601: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Driver's License (Preferred)

Work Location: One location

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