Merchant Services: What to expect when you contact Fidelity Bank

Enrolling in Fidelity Bank Merchant Services is an easy process where our specialists implement a custom solution for your payment processing needs. Here is an overview of the entire process:

1. Initial Inquiry

Contact the Bank: You reach out via phone, email, or an online inquiry form to contact your local Merchant Services representative .
Schedule a Meeting: The representative will set up an appointment with a you to discuss your needs in detail.

2. Needs Assessment

Business Overview: During the meeting, you’ll provide details about your business, including:
- Type of business (e.g., retail, service-based).
- Sales volume and expected transaction frequency.
- Current payment processing methods (if any).
Service Customization: The bank representative recommends tailored solutions, such as POS systems, online payment gateways, or mobile payment options.

3. Proposal Review and Application Submission

Receive a Proposal: Fidelity Bank provides a formal proposal detailing:
- Pricing structure (transaction fees, setup costs, and monthly charges).
- Equipment costs (e.g., card readers, POS systems).

Application Submission: Our representative helps you gather the necessary documentation and complete the application.

4. Setup and Training

Setup and Training: Our representative handles the:
- Installation of equipment (e.g., card readers, POS terminals).
- Integration with existing systems, such as accounting software.
- Staff training on using the new payment processing system.
Testing: The payment processing system is tested to ensure it functions correctly and your employees are comfortable with operating it.
Go Live: You are up and running on your new system for customer transactions.

5. Ongoing Support

The most important step:

Local Representative: Your local Fidelity Bank Merchant Services representative is always available.
Customer Support: The bank provides 24/7 technical support to address any issues.
Account Management: View your statement and monitor transactions securely online.
Periodic Reviews: The bank will check in periodically to ensure the service continues to meet the business’s needs.

Get Started Today!

Our experts will conduct a competitive analysis and help you choose the right business payment solutions. Whether you’re looking for POS system financing for businesses, affordable merchant accounts, or payment gateway solutions, Fidelity Bank is your trusted partner for merchant services tailored for local businesses.

Contact Us

Or call 1-800-388-4380 to schedule a free, no-obligation Cash Flow and Business Efficiency consultation.