Retail Branch: Client Services Workflow Template

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Overview: Retail Branch: Client Services Workflow Template

This workflow template illustrates the resolution and fulfillment of banking branch customer issue submissions and statement distribution. 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 Retail Branch: Client Services process.

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Process Details and FAQ: Retail Branch: Client Services

What is included in the Retail Branch: Client Services process?

The Retail Branch: Client Services process involves the resolution and fulfillment of banking branch customer issue submissions and statement distribution This process includes customer dissatisfaction investigation (requires the customer to submit a complaint first, whether expressed after walking into the bank or by submitting a written complaint), issue resolution (ensure that the customer is notified that the issue is resolved or if more time is needed for further investigation) and monthly account statement distribution (both physical and eStatements). If issues are unable to be resolved in a timely fashion, ensure that the issue is escalated to a manager.


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

The following metrics may be used to measure the Retail Branch: Client Services process:


  • 1.Cycle Time: Customer Issue Resolution
  • 2.Statement Creation Error Rate
  • 3.Total Volume: Customer Issues

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

The following parties are typically involved in the Retail Branch: Client Services process:


  • Banker
  • Customer
  • Retail Branch Manager
  • Teller

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

    Retail Branch: Client Services

    - 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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