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Are Your Business Merchants’ Services Meeting Their Current Needs?
Tuesday, September 18, 2018

Are Your Business Merchants’ Services Meeting Their Current Needs?

Every year, you visit your doctor to answer questions and run tests to ensure you are in good health. Similarly, as a bank representative, your job is often to poke and prod into the well-being of your customers by conducting a “financial checkup”. While each banking institution may use various sets of guidelines and practices when performing a service review, there are some questions all reps should keep in mind when talking with their business merchants.

Here are three questions you should research and relay to your customer:

1. How has the merchant’s evolution changed their needs for different services/accounts?

As their organization evolves, so does their banking needs. Whether they’ve opened a new location or streamlined their brick and mortar efforts to reduce overhead costs, there may need to be adjustments made to their accounts/services to reflect their business’s changes. Check to see if there are redundancies in their accounts or if any services should be consolidated. Not only does this save the merchant from paying for services that aren’t being fully utilized, it also helps them build a stronger trust and relationship with you, leaving your customer assured you have their best interest at heart.

2. What is the function of each specific service they have?

This is also an opportune time to review and explain each service the organization currently uses in detail. While reviewing, you and your customer can better determine if it sill fits the business’s requirements. If it’s been a while since you’ve reviewed their banking services, you may also suggest services that you believe might be a better fit for the merchant’s current needs.

3. If a new product/service is being offered, what previous services are being replaced?

Weigh the pros and cons against suggesting a new service to your client. Will the new service be replacing a current one? Check to see if the addition would cause any redundant or overlapping services and adjust as needed. Be sure to sufficiently explain why the new product is a good choice for their business so that the merchant fully understands the benefits.

Your conversation with your business merchants can help determine what services can be adjusted or streamlined to best suit their needs going forward. Remember, as their business grows and evolves, so does their banking needs. Ensure you clarify how each product works and how it benefits their needs. Your merchants should leave feeling confident that the services they are utilizing are the right fit.



 
 

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    • 03/06/2019 - Merchant Rules To Live By
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WHAT OUR MERCHANTS ARE SAYING

   
   
"I love that I can call, speak to a person on a personal level who is friendly and always takes time to help. Statements are clear and easy to understand."

Expert Auto Service Inc. 
"OMEGA Processing's quick response and focus on service and cost effectiveness is outstanding. I would recommend OMEGA to any of my colleagues with a dental or medical practice."

John Strief, D.D.S.
"We really appreciate OMEGA Processing's Online Merchant Portal. It's very easy to access and, most importantly, it's easy to understand. OMEGA's way of doing things is so much easier than our prior processor!"

Swain's Furniture
"Our representative has been excellent to work with. If I ever call, she either answers or calls me back just a couple of minutes later. She's saved me a ton of money, and the service is excellent."

Giovannis
"I wanted to tell you what amazing sales and support team you have. I worked with Dennis and Becca and they are amazing! We really appreciate the service and follow up service we receive from both of them. As small business owners that personal touch means a lot. Again thank you for your team's great customer service before and after the sale."

Hoover Chiropractic Clinic
"I was so impressed with Julianne from your Customer Service Department, with whom I worked this morning. She was patient, kind and knowledgeable. Really a huge help to me!"

Relogistics LLC
"The responsiveness of our sales representative was outstanding and she was able to come to our business several times to assist with the transition. Your pricing and the product features were also outstanding."

Halmar Corporation 
"We always receive top-notch service from OMEGA. Reps return calls/emails quickly and either have answers or can find them almost immediately. Keep up the great work!"

Sumerel Tire Service, Inc. 
"When we were considering switching to OMEGA for our credit card processing, our Account Rep spent a lot of time explaining the savings we could expect and why. He explained how to read the monthly statements and what the process would be for switching. He answered all of my questions patiently and completely. The process could not have been easier."

Horton Family Dental

 
 
         

 
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