Direct Banking: New Accounts Workflow Template

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Overview: Direct Banking: New Accounts Workflow Template

This workflow template illustrates the processing of requests for new banking accounts from retail customers. Purchase and download this template in PDF, Visio (VSD) and PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Direct Banking: New Accounts process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Direct Banking: New Accounts

What is included in the Direct Banking: New Accounts process?

The Direct Banking: New Accounts process involves the processing of requests for new banking accounts from retail customers. This process includes new account form completion and inspection (all application forms must be completed in its entirety before the account can be created), customer information verification, account opening and preparation of the welcome kit. Ensure that customers are informed of all requirements, fees and decisions (acceptance or denial) concerning the opening of their account.


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

The following metrics may be used to measure the Direct Banking: New Accounts process:


  • 1.Bill Payment Error Rate (Phone/Internet)
  • 2.Cycle Time: Bill Payment (Phone/Internet)
  • 3.Unit Cost: Bill Payment (Phone/Internet)

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

The following parties are typically involved in the Direct Banking: New Accounts process:


  • Call Center Agent
  • Customer
  • Direct Banking Specialist
  • Fulfillment 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, Visio (VSD) and PowerPoint (PPT) 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

    Direct Banking: New Accounts

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PPT and Visio versions
    - Mapped in BPMN 2.0 format

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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