4 Ways Scheduling Software Benefits the Banking Industry

Scheduling bank employees can be full of frustrations, and it gobbles up managers’ time each month. If it is done manually, it is especially cumbersome. End the headache of keeping multiple, handwritten calendars for time-off requests, holidays, and employee availability with a simple and affordable scheduling software for the banking industry. This affordable scheduling option will benefit banks and credit unions in several ways.

1. Better Business Management

As part of the service industry, bank operations are targeted at working with individuals and businesses who sometimes walk into a branch. A useable scheduling software ensures that enough tellers are scheduled at peak hours so that customers don’t have to wait in line for service. Loan officers are key profit-makers for banks and credit unions, and they must be available for inquiries and appointments. For high net worth individuals, it is particularly important to have wealth managers and private bankers available along with a notary during normal hours. With scheduling software, bank branch managers will provide better personal and business banking services to clients.

2. Saves Time

Most banks have multiple locations and dozens of employees to schedule. Scheduling software simplifies staff requests, scheduling conflicts, shift changes, and the time needed to manage it all. Because each action occurs within the software, there is no need to check against multiple calendars and verbally confirm availability with employees. Instead, what often takes a day or two to plan by hand is reduced to only an hour or two, leaving managers more available for employees and customers.

3. Faster Communications

A web-based solution offers bank managers faster communication with staff. Scheduling software for banks allows access to employees. Time-off requests and changes in schedules can be shared across multiple departments which eases conflict since everyone can see the scheduling expectations. And changes are immediately communicated, so schedules are viewable in real-time.

4. Mobile and Accessible

Scheduling software sends text and email notifications to employees regarding their work schedules. Requests from staff are input directly, and it is all usable from a phone or computer. Employees access the scheduling software online to request time off, trade shifts, and communicate changes — regardless of their locations. Employees want this option available to them to manage their time, and it benefits the bank operations too.

For banks and credit unions, scheduling software is a proven asset that saves time and money. And the improved communication and access gives managers more time to dedicate to the bank’s clients.

Author Profile Jon Forknell is the Vice President and General Manager of Atlas Business Solutions, Inc., a software marketing company specializing in employee scheduling software, including ScheduleBase employee scheduling software, and other business software solutions. In the past, Jon has been recognized by the U.S. Small Business Administration as a SBA Young Entrepreneur of the Year. Atlas Business Solutions was named as one of Software Magazine’s Top 500 Software Companies in 2004 through 2007, and 2010, 2013, 2014, 2016, 2017, and 2018.