Business Card Consultant

atU.S. BankRemoteUS flagCaliforniaFull-timeConsultantSeniorLead$104k – $127.1k/year

Posted 13 hours ago

This is a fully remote position, open to applicants in California.

📋 Description

• Cultivate profitable relationships with business accounts.

• Enhance profitability from both existing and prospective accounts.

• Recognize business opportunities through knowledge of clients, markets, products, and services.

• Deliver sales presentations to current and potential clients.

• Articulate the advantages of the organization's products and services to fulfill client needs.

• Establish and sustain an effective referral network.

• Execute a call program to drive sales promotions.

• Seek out new business opportunities and oversee deals from strategy to closure.

• Manage sales pipeline activities, leads, tasks, and performance metrics.

• Collaborate with internal teams to expand and retain the existing customer portfolio.

• Travel locally, regionally, and occasionally on a national level.


⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Seven to nine years or more of relevant work experience.

• Willingness to travel (both local and regional, with some national travel required).

• Previous experience in business card sales and payments.

• Proficient in sales and new business development, including prospecting new opportunities, consultative discovery, and driving deals from strategy to close.

• Experience with mid-size to large businesses, particularly those generating $10MM+ in annual revenue.

• Strong skills in credit analysis and financial assessment.

• Knowledge of basic accounting principles relevant to financial transactions.

• Proven success in developing and utilizing Centers of Influence (COIs).

• Capable of managing pipeline activities with effective follow-up and execution discipline.

• Comprehensive understanding of payment products.

• General knowledge of product marketing and organizational operations.

• Excellent customer relationship management skills, including negotiation, decision-making, and creative problem-solving.

• Ability to collaborate with internal teams to enhance and retain the existing customer portfolio.

• Familiarity with Salesforce or similar CRM platforms.

• Capability to adhere to U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct, as well as workplace conduct and safety policies.

• Compliance with relevant background-check and regulatory requirements, including those applicable under FINRA, NMLS, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, and SAFE Act.


🏝️ Benefits

• Healthcare coverage (medical, dental, vision).

• Basic and optional term life insurance.

• Short-term and long-term disability insurance.

• Pregnancy disability and parental leave benefits.

• 401(k) plan and employer-funded retirement plan.

• Paid vacation ranging from two to five weeks based on salary grade and tenure.

• Up to 11 paid holidays each year.

• Adoption assistance support.

• Sick and Safe Leave accrual of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise regulated by law.

• Incentive and recognition programs.

• Opportunity for equity stock purchase.

• Pension plan.

• Disability accommodations available during the application or hiring process.

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