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Video Shorts: Branch Ops

Import · Oct 31, 2023 · video

[Music] meet Bob he is a branch manager at the bank he manages the Harrison Street branch in Los Angeles California and works alongside Ana Dwight Andrew and Abel at the branch with fso branch manager capabilities Bob can ensure that his team's art chart is always up to date additionally he can ensure that the commercial relationship managers are assigned to the appropriate commercial accounts as well as the retail relationship managers are assigned to the appropriate High net worth customers most importantly Bob can ensure that all the technology equipment from desktops printers ATMs phones Associated to Harrison Street branch are up to-date and configured in the system on his branch manager dashboard Barb gets a complete overview of all the cases opened by his team on behalf of the customers that have visited the Harrison Street branch he can see a breakdown of the cases by The Business Service as well as any slas at risk now given his seniority within zeni Bank he can escalate these cases to the back office or ensure his team members are working hand inand with the back off his team towards case resolution if a team member brings a customer to speak with Bob Bob can help the customer and raise requests on behalf of the customer using the quick links or raise a general case as well Bob can also see historical performance of cases raised by his Branch team members in a new performance performance analytics dashboard called as Branch performance metrics what's unique about this Branch performance metrics dashboard is that first it is preconfigured out of the box for branch managers like Bob second kpis for all the applications that are being used by zeni Bank automatically show up on the branch manager dashboard Bob can get a quick glance of the overall metrics for his Branch over the last 30 days the number of close cases the SLA Trends as well as the cat score for customers at his branch and for the business domains he sees common kpis like number of closed cases slas but also unique domain relevant metrics so for business client life cycle operations he sees the number of customers that his branch have helped on board for deposit operations he sees the number of business deposits as well as personal deposits that his his Branch members have helped open for Zenit Bank as you can see with the new branch manager dashboard branch managers are provided with visibility across business domain and a holistic view of branch operations through real-time dashboards built specifically for their role in addition to the benefits branch managers will recognize corporate headquarters will also see strong value with branch manager dashboard corporate headquarters will have the ability to view Branch performance and identify opportunities for branch training consolidation improvements and resource planning

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https://www.youtube.com/watch?v=dcQzhah0UMs