Case Study: Assisting bank personnel to perform various tasks

Wachovia Bank Teller Training

Bank tellers must perform various tasks correctly to ensure financial security is maintained. The demo below is one of several lessons.

The challenge

Bank tellers are faced with several tasks, each of which must be performed correctly. They need to know how to talk with customers as well as enter information in their software.

My role

  • Met with Wachovia (now Wells Fargo) personnel
  • Helped design the interface and interactivity
  • Assisted in designing possible choices
  • Designed the proper consequences for each choice

Approach

  • Give learners options and show consequences
  • Letting them practice with simulated software
  • Used Videos, images, and text in the design

Selected Screens

Project Video

Tools

  • Coding Lead
  • Team management
  • Interaction design
  • Collaboration with subject-matter experts

Outcome

  • Teacher bank tellers how to spot fraud
  • Shows how to talk with customers with consequences
  • Gives access to relevant stories of real personnel