Commercial Payments Advisor

Summary:

Provides excellent customer service and represents Kitsap Bank in a courteous, professional manner. Advisors grow revenue by successfully collaborating with the Commercial Banking RMs, Business Banking RMs and Retail partners through prospecting new relationships, expanding existing relationships and retaining clients with the sale of Commercial Payment products and services. Responsible for the sale and servicing of Kitsap Bank's Commercial Payments. Acts as a liaison between Kitsap Bank and selected third-party providers.

Location: Pierce/King County

Grade: 19 Range: $68,730 - $106,532

20 Range: $79,726 - $123,575

The following information outlines the functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained.

Essential Functions:

• Makes calls on business clients and prospects to solicit Commercial Payments sales.
• Assesses client and prospect needs for Commercial Payments.
• Prepares professional quality sales proposals relating prospect or client business needs to proposed services and associated pricing.
• Conducts presentations to prospects or clients to promote the sale of Commercial Payments products.
• Provides customer support and training to Commercial Payment users when necessary.
• Installs hardware associated with Commercial Payment related services.
• Seeks opportunities to cross-sell other bank products and services, referring to appropriate area.
• Assists in the growth and development of the program.
• Works with Relationship Managers and Branch Personnel to solicit new Commercial Payment sales opportunities, support to current Commercial Payment clients and provide training.
• Tracks and reports call and sales activity.
• Reviews, prepares, and submits reports relating to Commercial Payments for management review.
• Acts as liaison between the bank and third-party providers.
• Researches and reports on competitor's products and marketing schedules and analyzes strategies to recommend advantageous marketing positions for Kitsap Bank.
• Other duties as assigned.

Required Education, Experience, and Skills:

• Bachelor's degree in business administration or equivalent professional industry experience.
• Minimum of 5 years' sales experience within a financial institution. Equivalent combinations of education and experience may be considered.
• Mastery of Cash Management, Treasury Management and/or Merchant Services
• Strong oral and written communication skills.
• Must communicate well with management, customers and team members, demonstrating courtesy, tact and patience.
• Outstanding relationship management, communications, teamwork, and influencing skills.
• Ability to establish and maintain effective working relationships with employees and external contacts.
• Provide monthly and quarterly Commercial Payments product trainings for Kitsap Bank staff.
• A professional work ethic, outlook and attitude are required.
• Self-motivated; works well both independently and collaboratively.
• Demonstrated knowledge of banking products and services.
• Ability to read and analyze complex bank account statements
• Demonstrated proficiency in assessing client needs and cross-selling opportunities.
• Competency with Microsoft Office Suite is essential, including the preparation of correspondence.
• Ability to perform basic and complex math - addition, subtraction, multiplication, fractions and percentages.
• Ability to effectively utilize computer technology.
• Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator.
• Must have access to transportation and ability to drive to various bank branches, department locations, client and prospect locations.
• Ability to work remotely as necessary.

Physical Requirements:

• Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists.
• Requires use of close and distance vision.
• Ability to read, write, speak and understand English and effectively communicate with Bank clients.
• Frequent travel is required to client's places of business.
• Ability to discern information and formulate appropriate action.
• Ability to lift up to 30 pounds.

Benefits Provided:

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 15 Vacation Days (prorated for first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays
• 1 Sick Day per Month