Sr. Merchant Sales Officer- Global Commercial Banking (Portland, OR) | Portland, OR

Banking jobs refer to employment positions within banks and financial institutions. These roles encompass a variety of functions such as managing finances, providing customer service, analyzing investments, and overseeing loans. Key features of banking jobs include attention to detail, strong numerical ability, understanding of financial regulations, and a focus on customer satisfaction. As the backbone of financial services, banking careers require professionalism, integrity, and often a degree in finance, economics, or a related field. With the advent of digital banking, these roles are also evolving to include tech-savviness and adaptability to changing financial technologies.

the 2023 Linked In Top Companies list - and #1 among financial services companies - as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace.

When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee

will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position

until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex costumer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

As such, this position requires compliance with the SAFE.

Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s)3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagueinteractioncellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking optioninteractionperience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work holidays and weekends Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period.

For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.

This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.

Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry. nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 11 Jan 2024 Job posting may come down early due to volume of applicants.

We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9b01d0d1-558b-44f0-81ce-7f210dd7a302

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! The Sr Merchant Sales Officer (MSO) manages a portfolio of clients and prospects, providing Merchant advisory and positioning and selling solutions that address their Merchant's processing needs.

The Sr MSO proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with existing clients by working closely with Global Commercial Banking, Global Transaction Services, and the broader Merchant organization. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client's commerce

ecosystem and the ability to consult with them on ways to integrate and leverage our suite of solutions effectively.

They will work across a matrixed coverage organization to deliver responsible growth and serve as the first point of contact for our bankers, Treasury Sales Officers, and leaders on merchant business development, advice and overall portfolio management activities. This position requires travel to in-person meetings with clients, internal partners and senior leaders within the firm. They often are facing off with the C-Suite in companies. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs backssments, preparation and presentation of product proposals, price/cost analysis, business reviews, submission of implementation documentation, ongoing client relationship management and contract renewals.

Associates should be available to meet with clients, prospects, and teams in person to represent the firm. Required Skills: ---Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients ---Experience within one of the five key industries across BB, GCB and GCBK: Healthcare & Colleges/Universities, Consumer & Retail, Commercial Real Estate, Media & Telecom, and General Industries ---10 years of Core Acquiring (Credit/Debit) industry experience ---5+ years of direct sales experience ---5+ years of sales/portfolio management experience, including C-level sales.

---Expert knowledge of POS (integrated/standalone) payment interfaces ---Strong analytical and organizational skills ---Ability to cultivate and strengthen client relationships with senior business and IT staff member ---Ability to technically consult with C-level executives within client environment ---Demonstrated experience working with 3rd party VAR's / Integrators and payment gateways ---Understanding of PC payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions ---Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals.

---Demonstrated effective communication skills, including written, oral and presentation skills. ---Effective planning, prioritization and time management acumen.

---Ability to coach colleagues with less experience and/or knowledge, as necessary. ---Proficient in Microsoft Excel, Word, Power Point, and Outlook, One Note ---Ability to quickly learn various sales applications Equivalent Relevant Experience will be considered Desired Skills: ---Bachelors Degree or equivalent preferred Shift: 1st shift (United States of America) Hours Per Week: 40

and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.

Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At Key Bank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience

culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients.

Consistently attains individual activity, behavior, and outcome expectations. Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. Opening personal and business accounts (consumer checking, small business, various

deposit products, home equity, unsecured lending, certificates of deposit, etc.

). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions. Participate in and occasionally facilitate morning huddles and end of day debriefs 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 Key Bank 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 Key's clients and Key.

Education Qualifications High School Diploma , GED or equivalent experience (required) Experience Qualifications 1-3 years Experienced in developing current and new customer relationships, achieving sales goals and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.

(required) Understanding of consumer credit - including loan to value, debt to income and credit reports (preferred) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking) Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All Key Bank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs. occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license.

Job Posting Expiration Date: 02/1/2024 Key Corp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing xyz X@.