Online Bank Account
Brief The objective of this screen is for the user to quickly and easily apply for a bank account online. The overall process should take less than 5 minutes and the requirements are as follows: Requirements Users should be able to complete their application on PCs, tablets and mobiles Users should be able to save their application and return to it when necessary Users should know where they are in the overall application process Users should accept terms and conditions before starting the process Users should input the following information:
Personal Information Title First Name Middle Name Last Name Home Phone (including country code) Mobile Phone (including country code) Email address Mailing Address Social Security Number
Employment Information
Employers Name Employers Address Work Phone (including country code) Job Position
Account Information Account Type (Savings or Deposit) – user must choose Purpose of bank account Where will the money come from? How did you hear about us?
Documentation User uploads copy of utility bill User upload copy of social security number
On submitting application the applicant should be informed immediately whether they have been accepted or rejected If the application has been accepted then the user should be presented with their account number If the application has been rejected then the user should be presented with a phone number to contact their local branch and an application number