Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
New Branch Checklist
"We've decided to open a new branch. What is needed?" A question that can make you scramble if you don't use the tool provided by Ginger Batson and her bank, First National Bank of Muskogee. Regardless of your regulatory agency, this is a great start for organizing your expansion activities.
The New Branch Project Log is a checklist defining duties to be completed by your executive level: Marketing, Human Resources, Operations, Facilities and more. You can assign duties to fit your infrastructure. There is a signage checklist and a separate list of supplies that will be needed to stock the branch. This collection of documents could save you hours of time as you benefit from the experience of a bank that has been through this exercise.
First published on 06/01/2006