What are the responsibilities and job description for the Commercial Card Sales Consultant position at Veritex Bank?
Job Summary:
The Commercial Card Sales Consultant is responsible for driving the growth of our commercial card solutions, including corporate credit cards, purchasing cards, small business cards, and electronic accounts payable virtual payments. This role focuses on acquiring new business clients, developing strategic relationships, and delivering tailored payment solutions that result in loyal and effective card programs. The Card Consultant will partner with Relationship Managers, Treasury Solution Consultants, and other internal partners to build pipelines, increase product knowledge, and lead the technical sales process for middle market clients.
Responsibilities and Duties:
Truth in Texas Banking. That’s what we’re about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune’s 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we’ve built a bank forever rooted in truth, transparency, and uncompromising integrity.
We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to “Be Your True Self.” Our “True You” culture is made up of five pillars:
1. Be Mindful
2. Be Healthy
3. Be Better
4. Be Prosperous
5. Be Faithful
With this as our foundation, we’ve built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at www.VeritexBank.com and come see how we’re bringing truth and transparency to Texas banking.
Veritex Community Bank does not accept unsolicited resumes from recruiters or employment agencies. Veritex Community Bank is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, Veritex reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Veritex Community Bank.
If your agency would like to be considered as a potential future recruiting partner, please leave your contact information at Recruiting@VeritexBank.com.
Work environment and Physical demands: The employee may occasionally lift and/or move up to 25 pounds. The employee may occasionally stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl. The work environment and physical demands are those of a standard office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer: This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Veritex Bank reserves the right to amend and change responsibilities to meet business and organizational needs.
This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Veritex Community Bank is an equal opportunity employer. Veritex Community Bank Corporate Human Resources, Dallas, Texas.
We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on the Company. Please inform the Company’s personnel representative if you need assistance completing any forms or to otherwise participate in the application process.
The Commercial Card Sales Consultant is responsible for driving the growth of our commercial card solutions, including corporate credit cards, purchasing cards, small business cards, and electronic accounts payable virtual payments. This role focuses on acquiring new business clients, developing strategic relationships, and delivering tailored payment solutions that result in loyal and effective card programs. The Card Consultant will partner with Relationship Managers, Treasury Solution Consultants, and other internal partners to build pipelines, increase product knowledge, and lead the technical sales process for middle market clients.
Responsibilities and Duties:
- Executes sales plan, develops strong partnership and collaboration with line of business and Treasury Consultants to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
- Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
- Prepare customized request for information, request for proposal, file spend analysis, proposals and sales presentations
- Negotiate contract terms and pricing that will be appealing to the customer and deliver an acceptable return to bank
- Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning
- Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
- Uses insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business
- 7 years of commercial card experience in client facing role.
- Bachelor’s degree in business field of study.
- Proven track record of achieving sales targets and closing deals in a competitive market.
- Understanding of business finance, accounting principles, and payment processing systems specifically used in small business and/or middle market relationships.
- Ability to establish rapport with key decision-makers at client companies while building trust.
- Confidence in delivering presentations to potential clients and showcasing the value proposition of the commercial card program.
- Ability to analyze data and market trends to identify new sales opportunities and tailor solutions to client needs.
- Thorough understanding of the interworking’s of the entire credit card transaction process.
- Clear and persuasive communication skills to present complex information in a concise and understandable manner to internal partners and external clients.
Truth in Texas Banking. That’s what we’re about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune’s 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we’ve built a bank forever rooted in truth, transparency, and uncompromising integrity.
We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to “Be Your True Self.” Our “True You” culture is made up of five pillars:
1. Be Mindful
2. Be Healthy
3. Be Better
4. Be Prosperous
5. Be Faithful
With this as our foundation, we’ve built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at www.VeritexBank.com and come see how we’re bringing truth and transparency to Texas banking.
Veritex Community Bank does not accept unsolicited resumes from recruiters or employment agencies. Veritex Community Bank is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, Veritex reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Veritex Community Bank.
If your agency would like to be considered as a potential future recruiting partner, please leave your contact information at Recruiting@VeritexBank.com.
Work environment and Physical demands: The employee may occasionally lift and/or move up to 25 pounds. The employee may occasionally stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl. The work environment and physical demands are those of a standard office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer: This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Veritex Bank reserves the right to amend and change responsibilities to meet business and organizational needs.
This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Veritex Community Bank is an equal opportunity employer. Veritex Community Bank Corporate Human Resources, Dallas, Texas.
We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on the Company. Please inform the Company’s personnel representative if you need assistance completing any forms or to otherwise participate in the application process.
