Call Center: Product Servicing Workflow Template

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Overview: Call Center: Product Servicing Workflow Template

This workflow template illustrates the processing and handling of inbound customer calls related to certain banking products. 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: Product Servicing process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Call Center: Product Servicing

What is included in the Call Center: Product Servicing process?

The Call Center: Product Servicing process involves the processing and handling of inbound customer calls related to certain banking products. This process includes initial customer account verification (should fraud be suspected, contact the Fraud & Compliance Team), customer profile information change (gather new details, update and confirm profile changes), payment and transfer execution (all entered information should be verified with the customer before the transaction is process), and/or check and statement order requests (confirm requests, mailing address, etc.). Ensure that all transactional information is shared with customers.


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

The following metrics may be used to measure the Call Center: Product Servicing process:



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

The following parties are typically involved in the Call Center: Product Servicing process:


  • Banker
  • Call Center Representative
  • Customer

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: Product Servicing

    - 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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