[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M719WKP0ZNB3YR33FTPQ4300":3,"skill-same:01M719WKP0ZNB3YR33FTPQ4300":63},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":32,"linkOnly":33,"markdownContent":34,"markdownBody":35,"frontMatter":36,"refName":40,"commitSha":41,"skillDirectory":42,"forksCount":43,"repositoryHtmlUrl":44,"repositoryHomepageUrl":6,"ownerHtmlUrl":45,"ownerBlogUrl":46,"ownerDescription":47,"updatedAt":48,"install":49,"resources":62},"01M719WKP0ZNB3YR33FTPQ4300","retail-banking-intake-assessment",null,"Run a structured intake and initial assessment for personal banking customers in bank branches and contact centres.\nTRIGGERS - Use when a retail banking adviser needs a intake & initial assessment for personal banking customers in bank branches and contact centres.","lionelsimai\u002Fclaude-skills-collection","lionelsimai","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F260158848?v=4","01M6CHZPS8G9TSB113TT0BBM6E","Lionel ","01M6CHZPXGW2SPE3BHQTGJ0S8J",38,"MIT","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fretail-banking-intake-assessment\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31],"intake","assessment","retail banking intake assessment","banking","for","run","bank","triggers","branches","use","when","personal","structured","2026-11-10 10:12:30",false,"---\nname: retail-banking-intake-assessment\ndescription: |\n  Run a structured intake and initial assessment for personal banking customers in bank branches and contact centres.\n  TRIGGERS - Use when a retail banking adviser needs a intake & initial assessment for personal banking customers in bank branches and contact centres.\ncategory: Retail Banking\nlicense: MIT\nversion: 1.0\n---\n# Intake & Initial Assessment — Retail Banking\n\nRun a structured intake and initial assessment for personal banking customers in bank branches and contact centres. The deliverable is a completed intake record and initial assessment summary.\nThis skill is written for a retail banking adviser working with personal banking customers in bank branches and contact centres.\n\n## When to use\n- You are a retail banking adviser preparing, delivering or reviewing this part of your work in bank branches and contact centres.\n- You need a defensible, repeatable approach that produces a completed intake record and initial assessment summary.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| KYC | know your customer identity and risk checks |\n| Overdraft | an agreed facility to spend beyond an account balance |\n| Vulnerable customer | a customer needing extra care due to their circumstances |\n\n## Workflow\n1. **Step 1** - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold customer records\n2. **Step 2** - Gather history and current circumstances from personal banking customers, using the standard intake structure for bank branches and contact centres\n3. **Step 3** - Record baseline observations and measurements relevant to customer satisfaction, noting anything that changes the priority of the case\n4. **Step 4** - Flag immediate concerns — especially mis-selling risks — and escalate or fast-track anything urgent before proceeding\n5. **Step 5** - Summarise findings for personal banking customers in plain language, agree the next step, and file the intake section of customer records\n\n## Profession-Specific Components\n| Component | Details for Retail Banking |\n|-----------|-------------------------------|\n| Core documentation | customer records; account applications; complaint logs; lending assessments |\n| Core tools & equipment | core banking systems; CRM platforms; digital banking tools; verification systems |\n| People involved | personal banking customers; the retail banking adviser; colleagues and other services in bank branches and contact centres |\n| Primary record | customer records — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in bank branches and contact centres] | **Objective:** [What this must achieve] | **Audience:** [personal banking customers and other stakeholders]\n\nThe finished output is a completed intake record and initial assessment summary, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in customer records.\n2. **Short-term:** Complete the workflow steps and record outcomes against customer satisfaction.\n3. **Medium-term:** Review results, close actions, and update local procedures in bank branches and contact centres.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| customer satisfaction | Agree a local target and track the trend | Measured from customer records and reviewed on a set cycle |\n| account opening times | Agree a local target and track the trend | Measured from customer records and reviewed on a set cycle |\n| complaint rates | Agree a local target and track the trend | Measured from customer records and reviewed on a set cycle |\n| product suitability checks | Agree a local target and track the trend | Measured from customer records and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: mis-selling risks.\n- Never let this happen: fraud missed.\n- Never let this happen: vulnerable customers unrecognised.\n- Work only within the competence and authority of a retail banking adviser; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to bank branches and contact centres's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA retail banking adviser in bank branches and contact centres applies this workflow for personal banking customers: they open\ncustomer records, work through the five steps using core banking systems, and close by recording\nthe outcome against customer satisfaction and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n","# Intake & Initial Assessment — Retail Banking\n\nRun a structured intake and initial assessment for personal banking customers in bank branches and contact centres. The deliverable is a completed intake record and initial assessment summary.\nThis skill is written for a retail banking adviser working with personal banking customers in bank branches and contact centres.\n\n## When to use\n- You are a retail banking adviser preparing, delivering or reviewing this part of your work in bank branches and contact centres.\n- You need a defensible, repeatable approach that produces a completed intake record and initial assessment summary.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| KYC | know your customer identity and risk checks |\n| Overdraft | an agreed facility to spend beyond an account balance |\n| Vulnerable customer | a customer needing extra care due to their circumstances |\n\n## Workflow\n1. **Step 1** - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold customer records\n2. **Step 2** - Gather history and current circumstances from personal banking customers, using the standard intake structure for bank branches and contact centres\n3. **Step 3** - Record baseline observations and measurements relevant to customer satisfaction, noting anything that changes the priority of the case\n4. **Step 4** - Flag immediate concerns — especially mis-selling risks — and escalate or fast-track anything urgent before proceeding\n5. **Step 5** - Summarise findings for personal banking customers in plain language, agree the next step, and file the intake section of customer records\n\n## Profession-Specific Components\n| Component | Details for Retail Banking |\n|-----------|-------------------------------|\n| Core documentation | customer records; account applications; complaint logs; lending assessments |\n| Core tools & equipment | core banking systems; CRM platforms; digital banking tools; verification systems |\n| People involved | personal banking customers; the retail banking adviser; colleagues and other services in bank branches and contact centres |\n| Primary record | customer records — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in bank branches and contact centres] | **Objective:** [What this must achieve] | **Audience:** [personal banking customers and other stakeholders]\n\nThe finished output is a completed intake record and initial assessment summary, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in customer records.\n2. **Short-term:** Complete the workflow steps and record outcomes against customer satisfaction.\n3. **Medium-term:** Review results, close actions, and update local procedures in bank branches and contact centres.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| customer satisfaction | Agree a local target and track the trend | Measured from customer records and reviewed on a set cycle |\n| account opening times | Agree a local target and track the trend | Measured from customer records and reviewed on a set cycle |\n| complaint rates | Agree a local target and track the trend | Measured from customer records and reviewed on a set cycle |\n| product suitability checks | Agree a local target and track the trend | Measured from customer records and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: mis-selling risks.\n- Never let this happen: fraud missed.\n- Never let this happen: vulnerable customers unrecognised.\n- Work only within the competence and authority of a retail banking adviser; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to bank branches and contact centres's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA retail banking adviser in bank branches and contact centres applies this workflow for personal banking customers: they open\ncustomer records, work through the five steps using core banking systems, and close by recording\nthe outcome against customer satisfaction and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n",{"name":5,"license":15,"version":37,"category":38,"description":39},1,"Retail Banking","Run a structured intake and initial assessment for personal banking customers in bank branches and contact centres.\nTRIGGERS - Use when a retail banking adviser needs a intake & initial assessment for personal banking customers in bank branches and contact centres.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Fretail-banking-intake-assessment",5,"https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection","https:\u002F\u002Fgithub.com\u002Flionelsimai","www.theaicapitol.com","Founder at The AI Capitol | I help founders turn AI into 10X revenue through systems, not tools. Ex-Apple • Ex-TikTok 👉 http:\u002F\u002Flionelsim.substack.com","2026-11-09 07:48:48",{"source":8,"skillName":5,"commands":50,"prompt":60,"zipAvailable":61},[51,54,57],{"tool":52,"command":53},"npx","npx skills add lionelsimai\u002Fclaude-skills-collection --skill retail-banking-intake-assessment",{"tool":55,"command":56},"bunx","bunx skills add lionelsimai\u002Fclaude-skills-collection --skill retail-banking-intake-assessment",{"tool":58,"command":59},"pnpm","pnpm dlx skills add lionelsimai\u002Fclaude-skills-collection --skill retail-banking-intake-assessment","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fretail-banking-intake-assessment\u002FSKILL.md",true,[],[64,85,98,111,128,142],{"skillNo":65,"name":66,"nameZh":6,"description":67,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":68,"categories":69,"keywords":70,"publishedAt":32},"01M71E7TB5HAR0K6EXB80YXBT7","youth-work-troubleshooting-guide","Diagnose and resolve common problems a youth worker meets in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a troubleshooting & problem solving for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-troubleshooting-guide\u002FSKILL.md",[],[71,72,73,74,75,76,23,77,78,79,29,80,28,81,26,82,83,84],"youth work troubleshooting guide","work","troubleshooting","troubleshooting guide","guide","problem solving","outreach","settings","common","people","worker","diagnose","problem","communities",{"skillNo":86,"name":87,"nameZh":6,"description":88,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":89,"categories":90,"keywords":91,"publishedAt":32},"01M71E7R3YHK4RAQVCRPB4CTXN","youth-work-tools-equipment-checklist","Select, check and maintain the tools and equipment a youth worker relies on.\nTRIGGERS - Use when a youth worker needs a tools & equipment checklist for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-tools-equipment-checklist\u002FSKILL.md",[],[92,72,93,94,29,80,28,95,81,26,96,23,84,97,77,78],"youth work tools equipment checklist","checklist","Tools","maintain","select","check",{"skillNo":99,"name":100,"nameZh":6,"description":101,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":102,"categories":103,"keywords":104,"publishedAt":32},"01M71E7NX1BMFEFBH01KCRJDEP","youth-work-supplies-procurement","Specify, source and manage the supplies and materials used in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a supplies & procurement for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-supplies-procurement\u002FSKILL.md",[],[105,106,72,107,108,77,78,80,28,81,26,109,110,23,84,29],"procurement","youth work supplies procurement","materials","source","specify","manage",{"skillNo":112,"name":113,"nameZh":6,"description":114,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":115,"categories":116,"keywords":122,"publishedAt":32},"01M71E7JVFP6P96GAT2VT9JY0D","youth-work-stakeholder-presentation","Present youth worker findings and proposals to decision-makers and stakeholders.\nTRIGGERS - Use when a youth worker needs a stakeholder presentation for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-stakeholder-presentation\u002FSKILL.md",[117],{"categoryNo":118,"categoryName":119,"taxonomyType":120,"taxonomyTypeDesc":121},"01JBSEEDCAT000000000000003","演示文稿","SCENARIO","使用场景",[123,72,124,125,23,126,84,26,127,77,78,29,80,28,81],"youth work stakeholder presentation","presentation","decision","proposals","present",{"skillNo":129,"name":130,"nameZh":6,"description":131,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":132,"categories":133,"keywords":134,"publishedAt":32},"01M71E7GE5VA1RG4XEM2GAZRFY","youth-work-session-delivery","Prepare for and deliver a professional session or appointment for young people and their communities in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a session delivery guide for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-session-delivery\u002FSKILL.md",[],[135,136,137,72,138,78,75,139,77,29,80,28,81,26,23,140,141,84],"delivery","work session","session","youth work session delivery","prepare","professional","deliver",{"skillNo":143,"name":144,"nameZh":6,"description":145,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":146,"categories":147,"keywords":151,"publishedAt":32},"01M71E7DQSMY2ZW1BF3A1Z0VJM","youth-work-service-plan","Design a realistic, measurable service plan for young people and their communities as a youth worker.\nTRIGGERS - Use when a youth worker needs a service plan design for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-service-plan\u002FSKILL.md",[148],{"categoryNo":149,"categoryName":150,"taxonomyType":120,"taxonomyTypeDesc":121},"01JBSEEDCAT000000000000015","视觉设计",[72,152,153,154,23,26,81,155,156,84,78,77,80,28,29],"service","plan","youth work service plan","design","as"]