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New Account Checklist

Are you suggesting that a checklist be used for each account opened?

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.

First published on 10/08/2008

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