How Business Services Companies Can Protect Their Employees and Customers From Health Risks

Business services companies and institutions such as banks, notary offices, title companies, and loan offices carry an ongoing risk of virus and illness transmission given the necessary face-to-face interaction of these services.

While many business services have adapted to socially distanced environments, including drive-thru services, the use of video tools, and online transaction capabilities, owners and employers of these establishments face ongoing challenges in protecting the health and safety of their employees and customers, including questions like:

  • How can we protect our employees and customers from airborne illness in our office or facility?

  • How can we safely interact 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 to reduce the spread of COVID-19 and similar viruses?

Protecting Against Health Risks in Business Services Settings

Our Healthier Workplaces guidance documents offer practical advice for how business services employers can improve their workplace safety and limit the spread of viruses like COVID-19. The guidance borrows from the latest Centers for Disease Control and Prevention (CDC) advice and expert counsel from other leading health, government, financial, and business services industry organizations.

In the below “Resources By Type” under “Support Documents,” you will find our Healthier Workplaces: Guidance for Business Services (Banks, Notaries, Title Companies, etc.), 2nd edition, guidance document. This offers clear strategies for employers to reduce health risks for themselves, their employees, and their customers, including guidance on:

  • How to enable physical distancing in banks, legal offices, and other business services environments

  • Recommended communications to educate team members and customers about how to limit the spread of illness

  • Proposed changes to business services operations to protect employee safety, including creating an appointment-based system and enabling electronic pre-pay capabilities for applicable services

  • Ventilation considerations for banks and other business services institutions

  • Personal hygiene best practices for bank tellers, notaries, and other business services professionals

  • Recommended personal protective equipment for business services employees and customers

Additional Safety Resources For Business Services Employers

To access more help and resources to understand and avoid the ongoing health risks of business services work, we recommend you explore the following resources and networks.