Direct Banking: New Accounts
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.
Related KPIs : Bill Payment Error Rate (Phone/Internet), Cycle Time: Bill Payment (Phone/Internet), Unit Cost: Bill Payment (Phone/Internet)
What is Direct Banking: New Accounts?
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.
Download a Sample Direct Banking: New Accounts
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