Workflow Template
Commercial Client Services (Account Maintenance)
This workflow template illustrates how the maintenance of commercial client accounts is rendered by several functional groups with little interaction between them. 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 Commercial Client Services (Account Maintenance) process.
Related KPIs : Number of Onboarding Client-Touchpoints, Total Employees: Commercial Loan Officers, total Expense: Account Management
What is Commercial Client Services (Account Maintenance)?
The Commercial Client Services (Account Maintenance) process involves the maintenance of commercial client accounts by several functional groups with little interaction between them. The commercial team sends out renewal notices and welcome packages, tracks documents and performs account actions. The treasury management team fields maintenance requests and performs actions or explains to the client why a request cannot be performed (this may occur when a product unavailable to the account/requiring separate enrollment is requested).
Download a Sample Commercial Client Services (Account Maintenance)
Frequently Asked Questions
Q: How do you create your Workflow Templates?
A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.
Q: What can a Workflow Template do for me?
A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!
Q: What’s in the box when I buy one?
A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).
Q: Your download-able templates look great. But I need something custom. Can you help?
A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (info@opsdog.com) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.
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