Merchant Relationship Manager (Walnut Creek)
About FFB
Since opening our doors in 2005, FFB Bank has focused on one mission: to help businesses, professionals, and successful individuals reach their goals through personalized service and flexible financial solutions. As one of the top-performing community banks in the nation, FFB offers a full range of banking services, including business and personal accounts, specialized lending, and modern payments solutions.
What It’s Like to Work Here
We believe our people are our greatest asset. That’s why we foster a supportive, collaborative workplace where employees are empowered to grow, contribute ideas, and make a real impact.
Highlights include:
- Employee ownership through our ESOP program
- A collaborative, close-knit culture
- Opportunities to participate in community and networking events
Benefits:
- Medical, dental, and vision coverage
- Life insurance
- Paid vacation
- 401(k) retirement plan
- Training & development opportunities
- Tuition reimbursement
- Employee Assistance Program
- Internal job postings and referral program
Our Values
At FFB, we live by our core values: Teamwork, Relationship, Authenticity, and Commitment (TRAC).
Our team members bring these values to life by collaborating with colleagues, building trust with clients, communicating openly, and taking pride in doing amazing work every day!
About the Role
The Territory Sales Manager is responsible for selling merchant services products to prospective and existing customers of FFB Bank. The Territory Sales Manager will prospect their sales territory to acquire additional merchant services leads. The Territory Sales Manager will also partner with bank personnel including commercial lenders, branch managers, personal bankers, and tellers, in helping to generate and respond to referrals of merchant services prospects. The Territory Sales Manager will be a subject matter expert for merchant services and will be responsible for the servicing/support of our merchant services clients, including troubleshooting and issue resolution.
This position includes a robust commission structure. Essential Duties:- Generates new leads through outbound calls, emails, networking, and in-person meetings.
- Builds and maintains strong relationships with prospective and existing clients to drive long-term business.
- Uses CRM systems to track interactions, update customer records, and manage pipeline activity.
- Prepares proposals and performs sales presentations and product training at client locations.
- Prepares client implementation documents. Prepares and maintains client files.
- Performs follow up with Merchant Services referrals from bank employees.
- Provides telephone support and acts as primary customer service contact for Merchant Services customers to assist with general account inquiries, technical support, billing, and any other special requests.
- Monitors portfolio reports (low volume, no activity, inventory record).
- Acts as liaison to branch staff with qualifying Merchant services prospects and joins them in sales activities to generate new business (call blocks, outbound visits, Bank huddles).
- Performs pricing review of regional competitors, maintains prospect database and monthly sales reports tracking on-going activity.
- Performs periodic portfolio reviews to identify revenue opportunities.
- Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making.
- Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement.
- Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce.
- Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role.
- Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions.
- Travels up to 75% including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation.
Compensation details: 85000-85000 Yearly Salary
PI3c2db8a2665f-38003-40006276
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