Millions of people visit banks on a weekly, monthly, and annual basis, meaning the comfort level of their facilities is of paramount importance in order to create the most optimal client experience. From HVAC comfort levels to LED lighting and fully functional plumbing, the comfort level and aesthetic of a bank can have a profound impact on the public selecting it as their primary choice for banking needs.

Bank facility management leaders are tasked with the challenging decision of selecting elite facility maintenance partnerships to ensure optimal and timely performance with a trustworthy partner. Let’s take a look at some of the more imperative elements in selecting the ideal facility management team.

5 Essential Characteristics of an Optimal Bank Facility Maintenance Partner

  1. Timely Response: Bank comfort level is absolutely paramount. Therefore, working with vendors that respond to work orders instantaneously and have technicians on-site in a timely manner is truly essential. Whether it’s a plumbing issue or an HVAC cooling conflict, timely response is integral for bank comfort.
  2. Trust: Timing is (just about) everything, but having a trusted partner is equally important. You want that partner who contacts you on site for a not-to-exceed (NTE) increase if the repair can be made that day. You also want a field partner who can help you in the pinch on nights, weekends, and holidays and provide equally superb service and communication during critical off-peak hours.
  3. Technical Knowledge: Selecting a partner with technical expertise is utopian. You want to work with a partner that can help you decide whether the HVAC compressor repair is the way to go or if it’s more cost-effective to replace a unit as its elements are beyond warranty periods. Also, having an LED lighting and controls expert is so helpful when it comes time to review ROIs, budget CapEx projects, and evaluate utility rebates.
  4. Elite Reporting: Facility managers approve thousands of dollars in essential work in trusted partnerships. It’s important to select a partner who tracks all spends, analyzes areas for cost savings and CapEx budgeting, and provides elite reports to support your budgetary needs.
  5. Optimal Network: It’s a 90-degree day in Texas or Florida in the middle of summer. You need an HVAC vendor who can provide a trusted network of reliable technicians on those days when service tickets are numerous. Utilization of a well-vetted, technical, trusted network is truly everything.

While all of these elements carry great clout, every busy facility manager needs a partner who can provide strong communication, data, work order updates, and up-to-the minute status on all maintenance work in motion. It’s important that a facility manager can rely on their vendors to provide strong reporting to support consolidation of their work order management and simplify processes.

4 Reports That Help Bank Facility Managers to Thrive

  1. Open Quote Report: Are you on the go visiting branches for two weeks straight? A strong partner can send you a consolidated open quote report to detail pressing items that need your attention. Never a need to rely on email threads for key items.
  2. Work Order Status Report: Are you relying on 18 different vendors for HVAC, electrical, and plumbing repairs? A strong facility management partner can provide daily, weekly or monthly reporting to give you the status of all work order updates and even work order history.
  3. HVAC Equipment List: HVAC is typically the leading facility maintenance spend for every facility manager. Task your partner with providing you with a detailed HVAC equipment list or an online web portal that tracks all repairs on each asset. You shouldn’t have to pay extra money for in-depth reporting or asset management.
  4. Quarterly Business Reviews: Do you have a meeting with your bank CFO to review the monthly budget or annual budget? It’s perfectly acceptable to rely on a strong facility management partner to provide you with all the data at your fingertips. Conducting frequent business reviews in order to identify areas of improvement can be a real difference maker!

Bank Facility Management is Challenging Enough — Rely on a Partner to Make Your Life Easier

High-end facilities require top-notch, professional care. CLS Facility Services brings the most experienced account management team in the industry and combines that with a rock-solid vendor network and elite asset management in order to create long-term partnerships. Contact us to find out how we can customize a program to support you.