A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
Merchant Success Representative JP&D Financial, Inc. Greensboro, NC Job Details Full-time From $48,000 a year 19 hours ago Benefits 401(k) 3% Match Health insurance Dental insurance Flexible spending account Paid time off Vision insurance 401(k) matching Life insurance Referral program Retirement plan Qualifications Customer communication Microsoft Excel Interpersonal skills Spreadsheets High school diploma or GED Business development Driver's License Attention to detail Problem-solving Associate's degree Full Job Description Merchant Success Representative JP&D Financial, Inc. Greensboro, NC Full-Time |
In Person Base Salary:
$48,000 per year + commission and residual income
ABOUT THE ROLE JP&D
Financial is looking for a motivated and dependable Merchant Success Representative to join our Greensboro team. This is an entry-level-friendly opportunity for someone who enjoys working with people, wants to develop strong sales skills, and is interested in building a career in merchant services and payments. Prior merchant-services or professional sales experience is helpful, but it is not required . We are more interested in finding someone who is reliable, organized, communicates well, pays attention to details, and has the motivation to learn and improve. You will work with existing merchant customers while also developing the skills needed to find and win new business. The role combines relationship management, customer service, account support, and sales. As you develop your own portfolio of merchant accounts, you will have the opportunity to earn commission and residual income in addition to your $48,000 base salary .
WHAT YOU'LL DO
Build strong, long-term relationships with merchant customers. Serve as a point of contact for merchants and help ensure their account needs are handled accurately and promptly. Assist with onboarding and setting up new merchant accounts, payment-processing services, and equipment. Learn JP&D's merchant-services offerings and communicate them clearly to prospective and existing customers. Develop new merchant relationships and actively pursue sales opportunities. Learn how to prospect, conduct effective sales conversations, follow up with potential customers, and close business. Identify opportunities to provide merchants with products or services that better fit their businesses. Maintain accurate customer information, notes, activities, and follow-ups within JP&D's CRM. Follow established procedures carefully when completing account setup, documentation, and other operational tasks. Coordinate with other members of the team to resolve merchant issues and ensure strong customer service. Use Excel and internal business systems to review and organize merchant information. Maintain an organized pipeline and consistently follow up on open opportunities and customer needs.
WHAT WE'RE LOOKING FOR
We are looking primarily for the right attitude, work ethic, and aptitude.
A strong candidate will:
Have excellent verbal and written communication skills. Be dependable, punctual, and professional . Pay close attention to details. Be able to follow instructions and established processes accurately. Be organized and maintain clear notes and records. Have strong basic reading comprehension and practical math skills, including an understanding of percentages and basic calculations. Be comfortable using Microsoft Excel and learning new computer systems. Be comfortable speaking with business owners and developing professional relationships. Be motivated to learn sales and develop into an excellent salesperson . Take initiative, follow through on commitments, and be willing to work toward measurable goals. Be comfortable spending time outside the office meeting prospective and existing merchant customers. Prior sales, customer service, banking, payments, or merchant-services experience is a plus, but not required .
EDUCATION & REQUIREMENTS
High school diploma or GED required. College coursework or a degree is welcome but not required . Valid driver's license required. Ability to commute to and work in person at our Greensboro, North Carolina office . Comfortable traveling locally to meet merchants and prospective customers. Working knowledge of Microsoft Excel .
COMPENSATION & BENEFITS
$48,000 annual base salary Commission and residual income opportunities based on the merchant portfolio you develop 3% retirement plan match Health insurance Dental insurance Vision insurance Life insurance Flexible spending account Paid time off Referral program
CAREER DEVELOPMENT
This position is intended to provide significant opportunity for professional growth. You will work alongside an experienced team and receive hands-on guidance as you learn merchant services, payment processing, account management, relationship building, and sales. Employees who demonstrate strong performance, initiative, reliability, and the ability to develop customer relationships will have opportunities to take on greater responsibility and advance within the company. For someone who is motivated to learn, develop strong sales skills, and build lasting relationships with business owners, this role offers the opportunity to develop both a valuable professional skill set and a portfolio of merchant relationships over time.
HOW TO APPLY
Please send your resume and a short note about why this opportunity interests you to Sarah Chang at . We would especially like to hear from candidates who are interested in developing strong sales skills, building relationships with business owners, and growing within the merchant services industry.
Pay:
From $48,000.00 per year
Benefits:
401(k) 3% Match Dental insurance Flexible spending account Health insurance Life insurance Paid time off Referral program Retirement plan Vision insurance
