Account opening

Account opening

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Storyboard Description

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Storyboard Text

  • Customer walks in to the Metrobank branch...
  • I'd like to open a savings account!
  • CSR requests the customer for a photo ID.
  • Sure sir! Based on your requirements, I suggest the MetroDollar Savings Account!
  • CSR pre-screens client against  
  •     IDBS
  •     OFAC - SDN
  •     UN Sanctions List
  •     FATF High Risk List
  • Customer fills CIF...CSR scans photo ID
  • Metrobank CIF
  • CSR accomplishes KYC checklist 
  • KYC Checklist
  • CSR interviews the customer for KYC and accesses RM screen to see if he is an existing account holder
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