Payroc · 2 weeks ago
Advisor, Payment Processing
Cincinnati, OH
Full-time
Hybrid
Entry, Mid Level
2+ years expPayroc is seeking a dynamic and results-driven Payment Processing Advisor to join our Financial Institutions team, specializing in the sale and support of Payroc solutions. This role involves identifying, developing, and closing new business opportunities with financial institutions while managing and growing existing partner relationships.
Financial ServicesPaymentsTransaction Processing
Responsibilities
Identify, develop and close new accounts through networking, phone and face-to-face sales techniques
Responsible for the retention and profitability of existing accounts and referral relationships
Assist with the new account conversion process including the completion of paperwork, scheduling of equipment installations and participation in conference calls to ensure a positive new client experience
Respond to current and prospective customer inquiries and promptly resolve issues or concerns from customers and Bank Partner employees
Partner and communicate, both verbally and in writing, with equipment installation team, customer service and other departments as needed to ensure continual customer satisfaction
Meet monthly sales and activity goals
Capture accurate and complete information in CRM system
Qualify accounts and decision makers to start the sales process
Participate in Partner Sales meetings to review targets, forecasts and productivity
Adhere to the systemic schedule for sales calls, follow-up appointments, sales meetings and networking events
Qualification
Required
Bachelor's degree or commensurate Payment/Banking industry experience
2-3 years of outside sales with new account acquisition and account management experience
Proficient level of computer skills - Microsoft Office Products and Salesforce
Professional, motivated self-starter with the ability to learn and generate leads from referral sources
Ability to work in fast-paced, constantly changing, ethical entrepreneurial environment
Excellent presentation skills with an assertive and systematic approach
Outstanding time management, organization
Marked decision-making, problem resolution and creative thinking skills
Preferred
Payment Processing or Banking industry sales experience
Benefits
Medical coverage
Financial benefits
Wellness support
Company
Payroc
Payroc is a global payment processing company that empowers seamless payments for vendors.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Parthenon Capital Partners
2019-10-15Private Equity
Leadership Team
James Oberman
Chief Executive Officer
Jim Oberman
Chief Executive Officer
Recent News
2026-01-13
Company data provided by crunchbase