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Interactive Teller Solutions

Overview

Resources

Overview

Best practices

Customer training

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Interactive Teller Solutions

Interactive Teller best practices

Browse a selection of best practices for using your Interactive Teller solution.

Video Teller Station Set Up: Guidance on setting up Video Teller station and example pics.

Hiring: Guidance on choosing a candidate and interviewing.

Concierge/User Assistance: How should you provide user assistance?

Solution Testing: How to prepare for the testing phase and checklist on what is required.

Consumer Messaging: FAQs and talking points to create and have handy for customer/member interaction.

Scripting: Guidance on using scripting.

Training: Guidance on suggested documentation and training.

Marketing: Guidance on how to communicate to employees and customers and increase customer adoption.

Remote Work from Home: Guidance for remote teller station set up for tellers working from home.

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