Commercial Card Sales Officer
Job Overview: Fidelity’s Commercial Card department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline payments, minimize instances of fraud and provide information reporting. The Commercial Card team members operate with a problem-solving mindset, considering the different ways in which Fidelity can assist with increasing efficiencies and earn a return on dollars spent.
The candidate for this position will be responsible for:
- Managing an assigned sales territory identifying new commercial card opportunities while meeting profitability objectives
- Performing in-person and virtual commercial card business sales calls focused on commercial card product demonstrations
- Participating in client onboarding process for business and commercial card products - including, but not limited to, gathering client requirements, solution build and client training
- Partnering with commercial lending, treasury management, and any other areas of the bank to identify commercial card prospects, understanding client needs and determining appropriate card solutions for commercial clients
- Serving as partner and liaison to support other bank departments with regards to commercial card products, including but not limited to sales, operations and service
- Educating and enrolling suppliers for virtual card payment solution
Requirements for the position include:
- Bachelors Degree in a business-related field
- Minimum 5 years of financial services experience
- Minimum 3 years of business-to-business experience
- Familiarity with payment systems
- High level attention to detail
- Strong verbal and written communication skills
- Strong customer service skills
- In-person and virtual presentation skills
- Ability to travel and work flexible hours
Preferred qualifications for this role include:
- Commercial card experience, including expense management process flows and integrated payables knowledge
- Experience working in areas of implementation, project management, or account management
- Familiarity with accounting principles
EEO/Veterans/Disabled