How Business Services Workers Can Protect Themselves 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 these services require.

Many business services have adapted to socially distanced environments, including adding drive-thru services, video meeting tools, and online transaction capabilities. However, not every aspect of these services can be done at a distance. The owners and employers of these establishments and their workers face ongoing challenges in protecting the health and safety of themselves and customers, commonly needing advice to address to 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 companies 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 organizations.

In the below “Resources By Type” under “Support Documents,” you will find our “Healthier Workplaces and Schools eBook”. It offers clear strategies for business services industry workers to reduce health risks for themselves 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 The Business Services Industry

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.

Resources by Type

  • Healthier Workplaces and Schools eBook
    The recent pandemic has taught us many important lessons about the spread of infectious diseases like COVID-19, RSV, and measles in indoor environments. As a result, we must take advantage of what we have learned to help ensure our places of work are and continue to be safe places for our workers, customers, and communities. Many of the steps you can take to help keep buildings and the people in them safer and healthier are simple and effective and can be adjusted to meet the current situation or infectious disease risk that exists. In this e-book, we will walk you through the different approaches to help mitigate the risk of spreading airborne infectious diseases depending on your workplace setting.