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Bankcard 201 | Training Videos

Overview

Welcome to Bankcard Bootcamp, a foundational training series designed to equip employees, partners, and sales agents with a clear understanding of the payment processing industry. This series walks through the essentials of how bankcards work, key industry players, pricing structures, and how to position solutions effectively.

Each video builds on the last, so it’s recommended to complete them in order:


Bankcard 201 | Selling in the Industry
Description:
This session explores what it takes to succeed in the payments industry, including the two types of people in sales and the key reasons why some fail. Learn the mindset, habits, and strategies needed to build a successful career in bankcard sales.
 
 

  

Bankcard 201 | Being Extraordinary
Description
This session focuses on what it means to be an extraordinary bankcard agent. Learn the key characteristics that set top performers apart, how to elevate your approach, and the habits required to achieve long-term success in the payments industry.
 

Bankcard 201 | Developing Strategy
Description

This session focuses on building a successful sales strategy in the payments industry. Learn how to identify target markets, understand the sales process, improve prospecting efforts, and create an actionable plan for consistent growth and success.


 

Bankcard 201 | Target Marketing Examples

Description

This session provides real-world examples of target marketing in the payments industry. Learn how to identify ideal customer segments, tailor your approach by industry, and apply proven strategies to improve prospecting and sales effectiveness.

 

 

Bankcard 201: Sales Techniques & Building Rapport
 

Description

This session focuses on essential sales techniques for success in the payments industry. Learn the science of building rapport, practical tips for connecting with prospects, and key questions to uncover customer needs. You’ll also explore how to use a client questionnaire to guide effective conversations and close more deals.


 

Bankcard 201 | The Sales Presentation

Description

This session focuses on delivering an effective sales presentation in the payments industry. Learn the six keys to a great presentation, understand why customers buy—and why they don’t—and how to present solutions in a way that drives decisions and closes deals.


 

Bankcard 201 | Dealing with Objections

Description

This session focuses on how to effectively handle objections in the sales process. Learn strategies for preventing objections before they arise, gaining customer commitment, and using proven closing techniques to move deals forward with confidence.


 

Bankcard 201 | Product Bundling & Effective Follow up

Description

This session focuses on how to maximize sales opportunities through strategic product bundling and consistent follow-up. Learn how to combine solutions to increase value for merchants, improve close rates, and maintain ongoing engagement to drive long-term success.


 

Bank Card 201 | Time Management

Description

This session focuses on maximizing productivity and maintaining motivation in the payments industry. Learn how to evaluate what your time is worth, apply effective time management strategies, and stay motivated to achieve consistent sales success.

 

Bankcard 201 | Wrap Up 

Description

This final session brings the Bankcard training series together and outlines what comes next. Review key takeaways, explore the Bankcard Toolbox, and learn how to apply your knowledge to continue growing and succeeding in the payments industry.