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
Choosing from several greetings to the customer
Seeing the results ot the choice made
Illustrating a real employee's experience
Making a different choice
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