• Generates new leads through outbound calls, emails, networking, and in-person meetings. • Builds and maintains strong relationships with prospective and existing clients to drive long-term business. • Utilizes CRM tools (e.g., IRIS CRM, Salesforce, HubSpot) to manage pipeline and client interactions. • Prepares proposals and performs sales presentations and product training at client locations. • Prepares client implementation documents. • Prepares and maintains client files. • Performs follow up with Merchant Services referrals from bank employees. • Provides telephone support and acts as primary customer service contact for Merchant Services customers to assist with general account inquiries, technical support, billing, and any other special requests. • Monitors portfolio reports (low volume, no activity, inventory record). • Acts as liaison to branch staff with qualifying Merchant services prospects and joins them in sales activities to generate new business (call blocks, outbound visits, Bank huddles). • Performs pricing review of regional competitors, maintains prospect database and monthly sales reports tracking ongoing activity. • Performs periodic portfolio reviews to identify revenue opportunities. • Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. • Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. • Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. • Positively represents the Bank through ethical conduct and community involvement. • Demonstrates an understanding of and commitment to EEO policies. • Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. • Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. • Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. • Travels up to 75% including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation.