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Partner with BankU / Retailer / Agent

Start with the customers you serve.

Tell us about your shop, the area you cover and the services people ask for. We can then discuss the relevant BankU enquiry route and the responsibilities involved.

Talk to our team Take a closer look

Choose a partnership that fits the work you do.

At the local service desk
  1. Local requirementsIntroduce your location
  2. Service boundariesReview the requirements
  3. Customer supportConfirm before starting

Illustrative planning view

WHAT TO EXPECT

The working relationship.

Choose a partnership that fits the work you do.

Local requirements

Describe the requests you receive most often and the practical limits of your location, equipment and available working hours.

Service boundaries

Ask which services are available for the proposed arrangement, who provides them and what training or permissions would be needed.

Customer support

Plan how customers receive receipts, raise questions and reach the responsible provider, including when a request cannot be completed.

NEXT STEPS

A partnership, step by step.

Agree the working relationship before you begin.

  1. 01

    Introduce your location

    Share your business type, service area and the customer needs you would like to discuss with BankU.

  2. 02

    Review the requirements

    Check the proposed service scope, eligibility, required documentation and support arrangements with the appropriate onboarding team.

  3. 03

    Confirm before starting

    Wait for written confirmation of the applicable terms and authorised activities before promoting or providing any service.

WORTH CHECKING

Before you start.

  • An enquiry is not approval to act as an authorised agent.
  • Do not promise cash, payment or account services before availability is confirmed.
  • Ask for a clear explanation of fees, customer disclosures and complaint handling.