Job Overview: Fidelity's Commercial Card department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline payments, minimize instances of fraud and provide information reporting. The Commercial Card team members operate with a problem-solving mindset, considering the different ways in which Fidelity can assist with increasing efficiencies and earn a return on dollars spent.
The candidate for this position will be responsible for:
Managing an assigned sales territory identifying new commercial card opportunities while meeting profitability objectives Performing in-person and virtual commercial card business sales calls focused on commercial card product demonstrations Participating in client onboarding process for business and commercial card products - including, but not limited to, gathering client requirements, solution build and client training Partnering with commercial lending, treasury management, and any other areas of the bank to identify commercial card prospects, understanding client needs and determining appropriate card solutions for commercial clients Serving as partner and liaison to support other bank departments with regards to commercial card products, including but not limited to sales, operations and service Educating and enrolling suppliers for virtual card payment solution Requirements for the position include:
Bachelors Degree in a business-related field Minimum 5 years of financial services experience Minimum 3 years of business-to-business experience Familiarity with payment systems High level attention to detail Strong verbal and written communication skills Strong customer service skills In-person and virtual presentation skills Ability to travel and work flexible hours Preferred qualifications for this role include:
Commercial card experience, including expense management process flows and integrated payables knowledge Experience working in areas of implementation, project management, or account management Familiarity with accounting principles EEO/Veterans/Disabled
