New account desk
The new-accounts banker
A member sits down to open a checking account. The conversation covers everyday use, a coming purchase, and a few add-on questions. The banker is still with the member.
01
Tasks
Checklist items that usually wait until after the appointment are completed while the member is still at the desk.
02
Coaching
The assistant surfaces the account or add-on that fits what the member just said, and the words to introduce it.
03
Compliance
Required new-account language is prompted in the moment, not reconstructed later.