New Account Checklist
Answered by BOL Gurus Mary Beth Guard and Jack Holzknecht Bios
Question: Are you suggesting that a checklist be used for each account opened?
Answer: Yes. While that may seem time-consuming and burdensome, it will
actually reinforce the training you have provided and will ensure your
employees know what to look for and are actually doing so. After using the checklists for a period of time, employees will be able to move through them quite
expeditiously.
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