Many of the banks I have as clients have been telling me some of their strategies for dealing with everyday operations. I decided to list some of those strategies and send them out. These strategies are in no particular order.
- Conduct a meeting every morning to talk about any changes needing to be addressed.
- Close the lobby.
- Allow customers in the bank by appointment only.
- If a customer is allowed in the bank, they must answer a questionnaire to assess if the meeting should take place.
- Designate a location in the bank for appointments.
- Cleaning procedures occur after the meeting takes place and before the next meeting starts.
- Only have one appointment at a time.
- Split operations into two teams.
- Separate the two teams so if someone gets sick, all of operations are not affected.
- Separate retail department into two teams with one week on and one week off assignments.
- Risk rate employees. Higher risk employees are given the option of working remotely.
- Allow employees the ability to work from home if their job function allows it.
- Evaluate remote access from home and make sure security measures are being utilized, such as:
- Is wireless access secure?
- Can the bank handle high number of VPN users?
- Is encryption being utilized?
- Is multifactor authentication used?
- Is virus protection used?
- Communication is key; Day starts with a meeting; Relevant information is pushed out to the banking team; Banking team pushes out information to customers.
- In the midst of all this, take notes for a post review so the Pandemic policy can be updated.
- Cleaning procedures are implemented for employees who are in contact with customers, even if it is drive through customers.
- Analysis of vendors who work in the bank (computer technician, printer technician, cleaning crew, shred crew…)
- Have a sign in sheet.
- Cleaning procedures are implemented.
- Verify the vendor is following bank pandemic procedures.
These are the ideas I have seen so far. As new ideas come in, I will keep you updated. Let me know if you have any questions.
Chris Griesemer, Partner
The Whitlock Co., LLP
