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Moneyline Branch Visit 2019

by James Macfarlane, from the Community

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Use this Moneyline Branch Visit Q1 2019 checklist to inspect branch presentation and compliance. Verify exterior and interior cleanliness, correct POS and leaflets, and tidy back-of-house areas. Confirm staff attire, check the rota against the calendar, and ensure operational logs are up to date. Capture photos, fix quick issues on site, set timelines for follow-up actions, and schedule a return visit. Perform one file audit and a REACT review, discuss findings with the team, and record hot topics such as archiving and home visits.

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With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.