Branch staff helpdesk
Staff ask about procedures and circulars on branch desktops instead of waiting on a central team.
Banking and insurance · Branches and service desks
Teller procedures
Tellers check the steps for unusual transactions while the customer waits.
- Desktop
- Works offline
Desktop assistantOn this device · no internet needed
Steps for a cash deposit above the daily limit?
Collect the declaration form, check ID, and get the branch manager’s approval in the system before you accept it.
Customer wants to deposit damaged notes.
Check the notes against the damaged note rules in section 7. Accept those that qualify and give a receipt; refer the rest to the currency chest.
Who approves a cheque above the limit?
The branch manager, in the system, per the approval matrix.
The problem
Most transactions are routine, but unusual ones need specific steps and approvals. Tellers who are unsure either delay the customer or skip a control. Procedures sit in a manual nobody has time to read at the counter.
Who uses it
Tellers and cashiers at the branch counter.
What you train it on
- Teller manual
- Transaction limits
- Approval matrix
- Control procedures
How it works on the device
- 1
Trained on your teller manual
Transaction procedures, limits, controls and approval rules.
- 2
The steps, at the counter
Tellers ask about the transaction and get the steps in order.
- 3
Updated with policy changes
New limits and steps reach every counter.
Why it runs on the device
Controls followed
Every step and approval in the right order.
Faster service
Tellers don’t leave the counter to check.
Consistent across branches
The same steps everywhere.
Questions
No. It explains the steps. Transactions happen in your core banking system.
No. It is trained on procedures, not on account data.
It tells the teller to check with the branch manager, and the question can be reported.
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