• Foster relationships with Financial Institution (FI) partners • Manage and prioritize soft leads from financial institution partners • Reach out to referred business and non-business customers • Maintain and update a pipeline of leads using CRM tools • Conduct discovery calls and meetings to qualify leads • Analyze customer statements to identify savings opportunities • Present merchant services offerings clearly and persuasively • Negotiate pricing and terms and guide the customer through the decision-making process • Complete and submit paperwork, ensuring all documentation is accurate • Coordinate implementation and onboarding with internal teams