Job added in hotlist
Applied job
Contract job
Recruiter job
Employer job
Expanded search
Apply online not available
Similar Jobs
Merchant Payments Business Analyst
Woodforest Financial Group, Inc.
The Woodlands, TX
Apply Now >
Regional Merchant Payments Advisor I
Woodforest Financial Group, Inc.
The Woodlands, TX
Apply Now >
Loan Operations Specialist
SNI Financial
Humble, TX
Apply Now >
Credit Analyst Job
Accounting Now and SNI Financial
Humble, TX
Apply Now >
Loan Operations Specialist Job
Accounting Now and SNI Financial
Humble, TX
Apply Now >

Job Details

Merchant Payments Advisor II

Company name
Woodforest Financial Group, Inc.

The Woodlands, TX, United States

Employment Type

Finance, Sales

Posted on
Nov 19, 2020

Valid Through
Mar 04, 2021

Apply for this job


Merchant Payments Advisor II','043109','!*!The Merchant Payments Advisor II is responsible for managing and promoting the growth of a portfolio of business and middle market customers utilizing merchant services.  This includes analyzing customer needs; identifying and advising on product and service solutions; and providing training and customer service support. This senior level position may also be responsible for mentoring and guiding less experienced sales representatives.   Key Responsibilities: Partners with commercial relationship managers to respond to customer inquiries and research requests specific to merchant services.Schedules and participates in prospective and existing client calls and in person visits.Evaluates customer relationships and performs analyses to strategize product and service solutions; makes recommendations and provides action plans to customers and relationship officers.Prepares and delivers pricing proformas, proposals, presentations and bid recommendations.Monitors and analyzes industry developments and market trends to provide feedback on products, risk and pricing.Maintains relationship with current clients to ensure a high level of customer service and to identify additional business opportunities.Makes recommendations on process and policy improvements to enhance productivity, profitability and the customer experience; assists with new product development and rollout.Initiates or prepares services requests, agreements and other documents required to implement services for customers; monitors implementation progress and works with operation partners to resolve any customer issues.Collaborates with Commercial Relationship and Portfolio Managers on merchant products and services.Maintains and updates pricing schedules, marketing and training materials, and other department documents and reports. Actively manages and tracks sales activities and referrals in a pipeline; works closely with other team members to accomplish department goals and objectives.Performs other job-related duties or special projects as assigned.    Competencies Required: Extensive knowledge of merchant products and services, industry trends, pricing strategies, customer needs analysis and proposal development. Exceptional communication, presentation and consultation skills.Excellent time management and organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.Working knowledge of business accounting systems, calculations of average balances, earnings credit, FDIC, investment policies and collateralization. Strategic and problem-solving mindset with developed analytical ability, critical thinking and decision-making skills.Excellent customer service and relationship management skills with the ability to effectively interact with internal and external top executives and business owners in a variety of industries.Self-driven and highly motivated; takes pride in meeting and exceeding goals.Proficiency with Microsoft office (PowerPoint, Excel, Office, Word, and SharePoint) and the ability to navigate banking software applications (Bancline, UltiPro). ','!*!

Minimum Qualifications/Experience:

5 years of outside sales experience;

should include at least 1 yr. experience in the banking or financial services

industry.Previous commercial or middle market

experience preferred. 

Formal Education & Certification:

Bachelor’s degree in a business-related

field preferred. 

Work Status:



Up to 50% regional travel expected. 

Working Conditions:

Conditions involve lifting no more than

ten pounds, sitting most of the time, but may involve walking, moving, or

standing for brief periods, and occasionally lifting and carrying articles like

files, ledgers, folders, etc. 


This job

description is not designed to cover or contain a comprehensive listing of

activities, duties or responsibilities that are required of the employee.  Nothing herein restricts management’s right

to assign or reassign duties and responsibilities to this job at any time.


Woodforest is an Equal

Opportunity / Affirmative Action employer. Qualified applicants will receive

consideration for employment without regard to race, color, religion, sex,

sexual orientation, gender identity, national origin, disability or protected

veteran status, or other status protected by law or regulation. 

','Lending','Texas-The Woodlands','','Full-time','1330 Lake Robbins Dr.','','The Woodlands','77380','','Ongoing','WOODFOREST NATIONAL BANK','Merchant Payments Advisor II

Company info

Woodforest Financial Group, Inc.
Website :

Similar Jobs:
Credit Analyst
Location : Humble, TX
Job Description Credit Analyst will assist the Credit Manager and Commercial Lenders with reports and monitor loan files to ensure proper completion of loan packets. Essential Duties: * Perform financial analysis for potential and...
Community Manager
Location : The Woodlands, TX
Position Summary Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directo...
Job Summary/Purpose: The Financial Analyst position is responsible for supporting the project team and project leader in the analysis, evaluation and review of corporate transactions that are subject to the Company's investment ap...
I was facing the seven-year itch at my previous workplace. Thanks to EmploymentCrossing, I'm committed to a fantastic sales job in downtown Manhattan.
Joseph L - New York, NY
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
EmploymentCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
EmploymentCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2020 EmploymentCrossing - All rights reserved. 21 192