Phillip Ross Email & Phone Number

In charge of developing new market initiatives, assessing new markets, and analyzing business opportunities. Plans and directs all aspects of an organization’s business development policies, objectives, and initiatives.Develops new business utilizing card acceptance solutions offered by Merchant Services (MS). Supports Community and Retail bankers in business development calling efforts of existing, new and prospective relationships as a business referral partner. Identifies needs, analyzes processing statements, develops and communicates recommended solutions. Negotiates fee agreements, finalizes contracts, and implements steps to activate new MS solutions. Implements strategies and conducts follow-up practices to ensure internal and external relationships enjoy a positive experience at every touch point. Actively pursues existing and new opportunities, refers additional bank needs to business partners as identified. Conducts training to keep partners engaged and well informed of relevant industry focus and solution enhancements.

Connecticut, United States

Provides high level, customized technical support to customers and partners utilizing complex computer related systems and POS devices. Advises, educates and engages relationships on available integration solutions to enhance merchant's processing experience and achieve financial objectives. Performs the direct installation of POS devices, units and software remotely for all ISV partners and their specified platforms. Cultivates partner and merchant relationships providing personal and customized account care.

Remote

Actively identifies and pursues Merchant Service (MS) prospects. Monitors Salesforce activity to identify prospects tied to event including new DDA, renewals, new loans, new Treasury Management relationships, and Small Business Association (SBA) opportunities.Reviews bank's ACH reporting to identify existing relationships currently processing with competitors, identifies market's largest opportunities and discusses with market leadership and relationship managers.Implements strategies and best practices to ensure positive experience for referral partners and merchant before and after sale. Responds to questions, resolve issues, and actively engages merchant to retain and grow relationships.