Are Your Service Providers Creating Risk?
Security within the financial services sector has never been more critical. You need to be confident that service providers entering your branches have undergone an extensive vetting process.
When Tegrete partners with a new client, we often find service providers without insurance, red flags in background screening results, or branch employees providing cleaning and maintenance services. What happens if your employee is injured while cleaning? Or your service provider damages flooring? These are real situations that create additional risk for your financial institution.
Tegrete has an extensive network of experienced, proven service providers and a team of sourcing and compliance professionals dedicated to finding highly skilled service providers who meet our stringent standards. And we're able to partner with your customers who are providing facilities services, too!
Screening requirements can include:
- National criminal background check
- Drug screening
- Service-specific reference verification
- Workers Compensation, General Liability, and Commercial Auto insurance
- Confidentiality Agreement
- Site Access Policy
Bank & Credit Union Facilities Services
Is your branch staff spending time on facilities services rather than banking? With Tegrete you’ll have a dedicated Relationship Manager available 24 x 7 x 365 to manage service providers, emergencies, service calls, and conduct branch inspections.
Support for Mergers and Acquisitions
Mergers and acquisitions can add to the workload of the facilities staff with the need for updated signage, painting, furniture, and remodels to maintain brand standards. Tegrete has a proven history of helping banks and credit unions consolidate and streamline facilities services following an acquisition or merger. We support senior leaders and the new facilities team by:
- Reviewing and consolidating contracts. It’s likely that several of your janitorial, lawn care, snow removal, and HVAC contracts can be consolidated to simplify vendor management, obtain more competitive pricing, and ensure consistency.
- Standardization of Scopes of Work. Often, we see wide variations in Scopes of Work for cleaning, HVAC preventative maintenance, and lawn and flower maintenance when new branches are acquired. Tegrete reviews the Scopes of Work and will make recommendations to ensure a welcoming, consistent experience at each branch.
- Managing RFPs for services, based on the total number of branches. You may want to consider new service providers as part of the branch acquisition. Tegrete will conduct an RFP based on the new Scopes of Work, obtain multiple bids, and present the bids to you for a final decision.
- Ensuring stringent and consistent screening policies. You may find that a branch is being cleaned by a friend or relative of an employee, with no insurance or background screening. Tegrete professionally works through these delicate situations to mitigate your risk.
- Overseeing remodels and branding updates. With our extensive network of service providers, Tegrete is your one-stop-shop for remodels, signage, painting, deep cleaning, window washing, carpet and floor cleaning, and more.
We’re typically hired by a senior leader who oversees facilities management but doesn’t have the necessary resources to manage through the merger and acquisition complexities and future workload. Our experience and network of highly skilled service providers ensures a welcoming, consistent experience across all your branches.
Tegrete Will Make Your Job Easier – Guaranteed!
01
ONE CONTACT
You’ll have one company for all services and branches.
02
REDUCE RISK
Only carefully screened, licensed, insured service providers in your branches.
03
EXPERIENCE
We’ve managed services for banks and credit unions for nearly 20 years.
04
OPTIMIZE YOUR TIME
We handle all the details, freeing you to work on business-critical projects.
"We have been extremely pleased with Tegrete!"
JOHN JOST
VICE PRESIDENT, RETAIL MANAGER
MidWestOne Bank
NEXT STEP
Unsure about outsourcing your Facilities Management Services? You're not alone. It doesn't need to be an all-or-nothing move. As a next step, we invite you to a short, introductory call. Let's get to know one another! What do you have to lose?
Or, send us a message using this form.
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