Engagement Options for Financial Institutions
At Merchant Processing Pros, we specialize in offering merchant services partnerships tailored specifically for banks and credit unions. Our flexible engagement levels ensure that financial institutions can find the right partnership to meet their needs, whether you’re looking for a highly involved or more hands-off approach.
We know that every financial institution, from community banks to large credit unions, requires unique support to offer merchant services to their business clients. Below, we outline our three levels of engagement: Fully Engaged, Semi-Engaged, and On-Demand.
Fully Engaged: Hands-On Merchant Services Partnership
Our Fully Engaged model is perfect for banks and credit unions that want an active merchant services partner. We offer branch visits, joint client meetings, and in-person training, making us a highly involved partner.
Exclusive Reps:
Dedicated solely to your institution, our reps handle client onboarding and refer any self-sourced deals back to your bank or credit union.
Non-Exclusive Reps:
These reps support multiple financial institutions, still providing strong support but without exclusive dedication to your bank or credit union.
Why Choose Fully Engaged?
- Maximize Support: This engagement involves branch visits, client meetings, and training, making it ideal for financial institutions that want active participation in managing merchant services.
- Build Client Relationships: Banks and credit unions can deepen relationships with business clients by providing hands-on merchant solutions.
Semi-Engaged: Remote Support
For financial institutions that prefer remote interaction, our Semi-Engaged model provides regular support through video conferencing, phone calls, and emails. While engagement with the bank or credit union is remote, we still offer in-person visits to business clients when appropriate.
Why Choose Semi-Engaged?
- Remote Support: Maintain active communication through phone and video without requiring branch visits.
- Client Visits Still Possible: If your business clients need in-person help, we can accommodate them.
On-Demand: Minimal Involvement with On-Call Support
If your bank or credit union prefers a more hands-off approach, our On-Demand model is available whenever you need it. We’ll step in to provide support or answer questions when you refer clients to us, ensuring flexibility without ongoing commitment.
Why Choose On-Demand?
- Minimal Engagement: We are available when you need us, offering the flexibility to engage at your own pace.
- Reliable Support: Even with minimal involvement, you can trust that our team will always be there for your business clients.
Why Merchant Services Matter for Financial Institutions
As banks and credit unions look for ways to increase non-interest revenue and offer more value to their business clients, choosing the right merchant services partner is crucial. With flexible engagement levels, we provide financial institutions with the ability to offer seamless payment solutions, increase customer retention, and attract new business clients.
Choosing the Right Engagement Level for Your Financial Institution
At Merchant Processing Pros, we’re committed to being the best merchant services partner for banks and credit unions. Whether you’re looking for an active partnership or prefer a more hands-off approach, our flexible engagement options ensure that your institution can provide the best payment processing solutions for your business clients.
Ready to explore which engagement level is right for your bank or credit union?
Schedule a call now to learn more about how we can support your growth.
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