AGENCY BANKING LOCATION SUITABILITY AND READINESS CHECKLIST

checklistCHECKLIST

Agent Name

Business Address

Phone Number

NECESSARY REQUIREMENTS (Tick where applicable)

Checklist Yes No
Has the agent location been visited by the CSM and AFO?
Is the agent's business location easily accessible?
Is there availability of space to serve customers?
Is the agent location branded?
Does the agent have a dedicated support staff for the business?
Has the agent been informed the location has been designated as a
branch support point to attend to customers transactional demands?
Is the Agent well trained and ready to serve?
Does the Agent have a functional Closa Mobile App?
Is the agent equipped with an Access Closa POS Terminal?

Recommendation Name Signature Date

AFO

CSM

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