Commercial Bank of California · 1 month ago
Merchant Sales Advisor
San Francisco Bay Area, San Francisco, CA, US
Full-time
Hybrid
Entry Level
$70K/yr - $90K/yr
1+ years expCommercial Bank of California is the largest Latino-owned bank in California, committed to delivering innovative banking solutions. The Merchant Sales Advisor is responsible for driving growth by acquiring new merchant services relationships and consulting with clients to identify suitable payment solutions.
BankingFinancial ServicesInsurance
Responsibilities
Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned territory, as well as through referrals from internal CBC employees and teams
Consult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, ACH, and the corresponding hardware and software products with small and medium-sized businesses
Identify merchants' other banking needs and work with available CBC resources to deliver solutions that meet those needs
Prospect small and medium-sized businesses in the sales representative's assigned region to supplement bank referrals
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all CBC policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of CBC’s clients and CBC
Qualification
Required
Bachelor's Degree or equivalent experience
1+ years payments-related experience in a banking environment
1+ years success in a client-focused environment with aggressive growth and service goals
Strong financial acumen including the ability to read and understand financial statements
Exceptional negotiating and closing skills
Strong communication skills
Managing and nurturing client relationships by overseeing their accounts, identifying opportunities for growth, and ensuring clients receive tailored solutions to meet their business needs
Persuading and motivating clients and colleagues to adopt solutions or take actions that align with business goals, using effective communication and interpersonal skills
Benefits
Competitive employer contribution to medical, dental and vision coverage
401k plan with employer match
Flexible Spending Accounts (FSA) and Dependent Care Accounts
Employee Assistance Program (EAP)
Employer provided Calm subscription
Employer provided mental health benefits through Teladoc
Life, AD&D and disability insurance
Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer
Online discount program
Tuition Reimbursement Program
Company
Commercial Bank of California
Commercial Bank of California is a full-service bank that offers traditional deposit, online and lending services. It is a sub-organization of CBC Bank.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ash Patel
President & CEO
Recent News
2025-08-07
2025-06-23
2025-04-26
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