Training for Financial Institutions: Merchant Services

Empowering Your Financial Institution to Succeed in Merchant Services

At Merchant Processing Pros, we understand the importance of equipping banks and credit unions with the knowledge needed to offer comprehensive merchant services. Proper training not only enhances the experience for your business clients but also helps increase non-interest revenue and improve client retention.

Here’s how our merchant services training ensures your team is fully prepared to promote and support your clients.

1. Initial Training: Setting Your Team Up for Success

When you partner with Merchant Processing Pros, we begin with initial training for your employees. This training provides a strong foundation in credit card processing and merchant services, ensuring that your team has the knowledge and confidence to assist clients.

What’s Covered in Initial Training?

• Merchant Services Overview: Your team will learn the basics of payment processing and the industries we serve, such as retail, e-commerce, and high-risk businesses.
• Product Knowledge: Detailed training on the payment solutions we offer, including B2B and B2C solutions
• Sales and Client Engagement Strategies: We provide proven techniques for identifying and engaging potential clients, with a focus on merchant services for financial institutions.

This initial training is available for all employees, ensuring a consistent understanding of how merchant services can benefit your institution.

2. Recurring Training: Keeping Your Team Informed

To stay competitive, your team must be updated on the latest developments in merchant processing. Our recurring training ensures that your team stays informed on new products and industry trends.

Benefits of Recurring Training:

• Product Updates: Keep your team informed about new payment processing solutions.
• Refresher Courses: Regularly refresh your team’s knowledge on sales strategies and client engagement.

3. On-Demand Training: Flexible Learning Resources

Our on-demand training provides your team with flexible learning options through videos, blogs, and direct access to reps. This ensures your employees can access resources whenever they need them.

What’s Available On-Demand?

• Training Videos: Covering essential topics like credit card processing and chargeback management.
• Blogs and Articles: Industry insights to help your team stay informed.
• Direct Access to Reps: Your employees can contact their dedicated account reps for additional guidance.

4. Personalized Support: Tailored Training for Your Institution

Unlike larger processors, we offer personalized training that is tailored to the specific needs of your institution. Whether you need in-depth training for branch managers or a broader overview for all employees, we customize the content to meet your goals.

Why Personalized Training Matters:

• Tailored Content: Training is adapted to your team’s experience and focus areas.
• Interactive Sessions: Hands-on learning with opportunities for Q&A.
• Dedicated Support: Direct access to our support team for any follow-up questions.

Conclusion: Empowering Your Institution with Comprehensive Training

At Merchant Processing Pros, we believe that comprehensive training is key to helping financial institutions succeed in offering merchant services. Our initial, recurring, and on-demand training ensures that your team is fully prepared to engage with business clients and deliver top-tier payment solutions.

Ready to provide your team with the skills they need to succeed in merchant services?

Schedule a call today to learn more about our training programs.