Call Center: New Accounts Workflow Template

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Overview: Call Center: New Accounts Workflow Template

This workflow template illustrates the handling and completion of new account enrollments through the call center channel. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Call Center: New Accounts process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Call Center: New Accounts

What is included in the Call Center: New Accounts process?

The Call Center: New Accounts process involves the handling and completion of new account enrollments through the call center channel. This process includes discussing the account opening requirements, customer information collection (documents, customer forms, etc.), customer risk assessment, bank account enrollment and online user account setup (if the customer does not have the card with the account, customer should validate the account number and type before submitting confirmation). If the customer calls to receive a Telephone Access Code (TAC), ensure that a risk verification is performed and customer information is confirmed. That said, if a customer inquires about an E-statement set-up, redirect them to the website and walk then through the set-up steps.


Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Call Center: New Accounts process:



Which employees and/or departments are involved in this process?

The following parties are typically involved in the Call Center: New Accounts process:


  • Customer
  • Call Center Representative
  • Electronic Banking Specialist

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.


How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.


How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template

    $15

    Call Center: New Accounts

    - Instantly download files
    - Includes PDF and VSD file formats
    - Customize the Visio version
    - Mapped in BPMN 2.0 format

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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