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.