Business Services Reopening Guidelines for COVID-19 Safety

Business services companies and institutions such as banks, notary offices, title companies, and loan offices have been challenged during the COVID-19 pandemic, mainly because these businesses supply a service that, in many cases, involves a necessary face-to-face interaction.

While many business services have adapted to socially distanced environments, including drive-thru services, the use of video tools, and online transaction capabilities, establishments must remain open to accommodate certain financial and legal operations, including:

  • Opening a new bank account, obtaining a cashier’s check, or other bank services that customers cannot do online
  • Closing on or refinancing a home, purchasing a new vehicle, or other legal transactions that may require in-person notary services
  • Preparing wills or other legal matters

For these business services companies, there are several important questions to address when operating in the wake of COVID-19:

  • How can we protect our employees and customers from the virus when entering our facility?
  • How can banks safely reopen during COVID-19, how do we deal with customers that request cash, need a signature to complete a transaction, or require an in-person meeting with a representative?
  • What are the best practices for handling money and shared documents during COVID-19?

With these questions in mind, AIHA has created this “Back to Work Safely: Guidance for Business Services (Banks, Notaries, Title Companies, etc.), 2nd edition” guide to offer practical advice for business services companies—as well as employees and customers—to reduce the risk of transmitting COVID-19. The guidance borrows from the latest advice given by the Centers for Disease Control and Prevention (CDC), as well as expert advice from other leading health, government, financial, and business services industry organizations.

Reopening banks, notaries, title companies, and similar business services requires a multi-faceted approach that reinvents how these businesses operate and how customers receive their in-person services during COVID-19. These reopening guidelines share actionable steps and guidance along with the following key areas:

  • What can a business services employer do to protect themselves, their employees, and their customers from COVID-19?
    • How to enable physical distancing in banks, legal offices, and other business services, and whether customers should use ATMs during COVID-19
    • Recommended communications to educate team members and customers about how to limit their risk of transmitting COVID-19
    • Proposed changes to business services operations in light of COVID-19, including creating an appointment-based system and enabling electronic pre-pay capabilities for applicable services
    • Ventilation considerations for banks and other business services institutions
    • Enhanced cleaning practices for business services companies, including a list of products approved by the U.S. Environmental Protection Agency for use against SARS-CoV-2
    • Personal hygiene best practices for bank tellers, notaries, and other business services professionals
    • How to conduct staff member wellness checks and how to identify the symptoms of COVID-19
  • What can business services employees and customers do to minimize the transmission of COVID-19?
    • Recommended PPE for business services employees and customers
    • Self-monitoring practices and how to know if you should postpone a business services appointment or scheduled shift
    • Strategies for safely using an ATM or banking services during COVID-19
    • What to do if you need to sneeze or cough while inside a business

Download our “Back to Work Safely: Guidance for Business Services (Banks, Notaries, Title Companies, etc.), 2nd edition” guidance document today to learn how to resume your business services safely.