Commercial Account Onboarding Workflow Template

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Overview: Commercial Account Onboarding Workflow Template

This workflow template illustrates the opening and enrollment of new commercial banking accounts. 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 Commercial Account Onboarding process.

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Process Details and FAQ: Commercial Account Onboarding

What is included in the Commercial Account Onboarding process?

The Commercial Account Onboarding process involves the opening and enrollment of new commercial banking accounts. This process includes customer needs assessment, account verification (all application deficiencies and missing requirements must be identified and resolved before the account is opened), customer contact for application deficiency resolution, account opening (customer applications may go through numerous reviews before the account is opened) and final onboarding procedures. Commercial bank accounts mainly focus on businesses, corporations and other non-individual customers.

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

The following metrics may be used to measure the Commercial Account Onboarding process:

  • 1.Cycle Time: Commercial Account Onboarding
  • 2.Number of Onboarding Client-Touchpoints
  • 3.Number of Onboarding Information Requirements

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

The following parties are typically involved in the Commercial Account Onboarding process:

  • Customer
  • Compliance Officer
  • Relationship Manager

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.

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  • Workflow Template


    Commercial Account Onboarding

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


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