Overview
Bank branch is a physical location where banking is done in person. This does not include automated teller machines (ATMs)
Providing connectivity to bank branches can be challenging due to the heightened security and technology risks associated with these sites. In some cases, bank head office authorisation is required, and coordination with IT and/or security personnel is necessary prior to the scheduled dates.
Bank Branch checklist PDF
Keep our checklist handy when communicating with your customers.
Checklist
Use these questions to check with your customer for a smooth process right from the start.
Does our technician need to go through a Health & Safety induction or accreditation?
If yes, please provide relevant documentation the technician needs to complete ahead of site visit.
Is the site contact person is someone who
- Has authority to sign off on the installation
- Understands what is required
- Knows where the ONT is or will be terminated
- Can provide the technician access to complete the scope and install
If not, please ensure the site contact arranges this with the building manager and/or property manager on scheduled dates
Can scope and/or install be completed during business hours?
If not, please advise preferred timings. *We cannot commit to specific timings best efforts will be made to accommodate.
Does the customer have site-specific requirements we should be aware of? *E.g. Is there a deadline for this site? If yes, please provide the date and outline the consequences of missing it.
Is security required on site?
- Are there any special requirements that need to be met prior to site visit?
- Is coordination of technician and security required?
- Is a site escort required?
If yes, please arrange in line with scheduled install dates