Onboarding Checklist
This Bank Onboarding Checklist is designed to ensure a seamless transition for new customers, covering account setup, financial service introductions, online banking setup, educational workshops, and ongoing support. It aims to provide a holistic understanding of the bank's offerings while prioritizing customer satisfaction and engagement.
Company Name | Department | Author of the Checklist | Employee ID | Manager | Start Date | Department |
|---|
[Your Company Name] | Customer Services | [Your Name] | CS_REP_2050 | [Your Name] | 26 June 2050 | Customer Services |
Pre-Onboarding Preparation |
|
Account Setup and Documentation:
Task | Completion Date | Status |
|---|
Account Creation: | January 30, 2050 | |
Documentation Review: | January 31, 2050 | |
Debit/Credit Card Issuance: | February 1, 2050 | |
Financial Services Introduction:
Task | Timeline | Status |
|---|
Overview of Savings Accounts: | February 2, 2050 | |
Introduction to Loans: | February 3, 2050 | |
Wealth Management Seminar: | February 4, 2050 | |
Online Banking Setup:
Task | Completion Date | Status |
|---|
Online Banking Registration: | February 5, 2050 | |
Mobile Banking App Setup: | February 6, 2050 | |
Security Briefing: | February 7, 2050 | |
Educational Workshops:
Task | Timeline | Status |
|---|
Financial Literacy Workshop: | February 8, 2050 | |
Fraud Prevention Training: | February 9, 2050 | |
Follow-Up and Feedback:
Task | Ongoing | Status |
|---|
Regular Check-Ins: | Ongoing | |
Customer Feedback Session: | After 30 Days | |
Checklist Templates @ Template.net
