Teller line
The teller
A member is at the window for a stop-payment and mentions they are moving. The next person in line is already waiting. The teller needs the work finished here.
01
Tasks
The stop-payment and address change are completed in the interaction, not as a pile of follow-up after the window closes.
02
Coaching
If a product fits the move, the assistant says so without turning the line into a sales meeting.
03
Compliance
Required language is used while the member is still at the window, so it does not become a later write-up.