Referral Bank

As a Referral Bank, what do you stand to gain?

With SCS, you get a full-service merchant services program, without heavy investment in program infrastructure or the need to add costly resources. We can help you create recurring, fee-based revenue for your bank, while strengthening your customers’ loyalty. We’ll help you provide industry-leading service while maximizing your merchants’ cash flow.

We will hire an account manager, an SCS employee, who works exclusively for you, selling on behalf of your bank. Because we understand the value of corporate culture, you get the final say on who is your salesperson. If we find out over time that the choice is not a great fit, we’ll make a change.

And remember, any business our account manager closes goes to you.

What one of our bank partners has to say

We choose Security Card Services for a host of reasons. We are very pleased with their banking industry experience, the level of service and the willingness to grow our deposit accounts with our bankers!
Maxine Kauffold
Independent Bank
Bay City, MI

Your advantages:

  • We reward outcomes, not volume. For example, we measure our client service staff not by the number of calls they answer but by the accuracy and speed with which they resolve your problems. All problems/inquiries are logged into our portal and are tracked through completion.
  • A dedicated, onsite conversion team (100% funded by SCS) visiting every existing merchant customer. We create detailed plans and timelines for converting 100% of your merchant customers.
  • Detailed, customized training on new products, industry trends and best practices.
  • Proactive sales efforts for selling merchant services and other services.
  • Prospective merchants’ cost (savings) analysis via our online tool.
  • Customized, targeted marketing programs for your DDAs, all managed by SCS; measured and revised regularly to incrementally improve results.
  • Quarterly portfolio reviews, recurring branch visits and ongoing training.
  • Customized residual segmenting and breakdown.
  • Detailed, transparent reporting through SourcePoint, our exclusive 24/7 online portal; access to all merchant accounts, residual information, customer service logs, customer service maintenance forms, as well as sales and growth opportunities.
  • A simple boarding system to ensure smooth integration of your merchants.
  • Documented referrals and monthly reporting. We provide you with realtime updates during the referral sales process. Those updates are noted in your file after you refer merchants to SCS and you have the option to view those at any time.