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Company Name:
U.S. Bank
Approximate Salary:
Not Specified
Rosemont, Illinois
United States
Customer Service

Portfolio Manager - Third Party Sales (MSP Channel)

Portfolio Manager - Third Party Sales (MSP Channel) - 170030738
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
About Elavon
Our customers want to expand their business opportunities. We help them get there.
From e-commerce to mobile wallets and chip card acceptance, Elavon helps businesses, small and large, accept all payment types - and reap the benefits at the end of the day.  Whether they need a simple or sophisticated payment solution, we've got them covered. 
For 25 years, we've helped more than one million customers around the world grow their business through payments. Our flexible, secure and innovative payment solutions help businesses attract and keep customers, develop partner relationships, process payments and simplify operations. 
Here's a little bit more about our breadth and expertise :
  • We are consistently rated among the top five global payment providers
  • We process more than 3 billion transactions annually around the world
  • We provide payment tools customized by industry type
  • We're backed by the strength and stability of U.S. Bank, the fifth largest commercial bank in the U.S.
  • Our company operates in 10 countries
  • Our call centers are open 24/7, and our team is always ready to help  
Growing a business in a fast-moving world is challenging.  Let us help you succeed .  
As a Portfolio Manager in the Third Party Sales Channel (MSP Channel), you will manage your own assigned book of clients who resell Elavon's products and services, you'll drive sales through this book of business. You will have exposure to a diverse group of entrepreneurial clients while coaching them and educating them on an exciting, rapidly evolving industry.
Responsibilities of a Portfolio Manager in the Third Party Sales Channel include the following;
  • Drive new merchant sales and revenue for Elavon through third party sales clients
  • Train clients on Elavon's processes, procedures, products and services over the phone, through web based trainings and through client visits
  • Utilize a CRM to manage client relationships
  • Train clients on pricing programs, statement analysis and the sales process
  • Review compensation reporting with clients
  • Provide sales expansion and marketing assistance
  • Maintain open lines of communications with clients
  • Grow portfolio performance ensuring business growth
  • Conduct periodic onsite partner meetings through an assigned region to gain deeper insights into the client's organization, culture and performance.   
A highly qualified candidate will have the following attributes and many more:  
  • Expansive knowledge of the payment processing industry, from the basics of credit card transactions to complexities of statement analysis and pricing models/proposals
  • Experience in increasing sales
  • Comfortable in speaking to all levels of a sales organization
  • Ability to manage multiple and diverse clients
  • Ability to quickly learn about new products/solutions and deliver messaging which drives sales
  • Have the ability to openly communicate with internal and external partners
  • Drive continuous improvement within the organization
  • Have a strong mastery of Microsoft Excel including creating formulas, analyzing data, data pivot tables and V-lookups
  • Strong presentation skills and a mastery of Microsoft PowerPoint   
The Role of Portfolio Manager;
Manages all relationship management activities for clients in your assigned client base.  Reviews and recommends objectives and procedures; administers policies as they affect the operational/product area.  Identifies business opportunities and solicits referrals.  Coordinates the business development programs and call schedules.  Manages client negotiations; pricing of the product within the target rate of return; proper documentation and closing the transaction; and compliance and conformance with company policy and regulatory requirements.  Monitors and analyzes relationship plan results and account activities.  Develops solutions for problem accounts.

  Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five to eight years of sales experience in the financial services industry
- Three or more years of management experience
- Ability to travel
Preferred Skills/Experience
- Strong understanding of all products and services applicable to target client segment
- Thorough knowledge of applicable policies and procedures
- Working knowledge of all organization products and operations
- Demonstrated sales and marketing skills and abilities
- Strong organizational and managerial skills
- Ability to work independently and in teams
- Ability to develop and administer budgets
- Excellent interpersonal, verbal and written communication skills


Job Relationship Management

Primary Location IL-IL-Rosemont

Other Locations Other Locations Colorado-CO-Denver, Georgia-GA-Atlanta, Tennessee-TN-Knoxville

Shift 1st - Daytime

Travel Yes, 25 % of the Time

Average Hours Per Week 40

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