Chase Teller Application

Chase bank, our largest client, asked for a redesign of the current banking teller application. Our teller application produces a large amount of revenue for ARGO today. I was asked by our CEO to take on the design with a three week timeline with an opportunity to generate $12 million in revenue.

ARGO Data

Role • Product Designer

Team • 2 Designers, 1 Researcher

Timeline • 3 weeks

Tools • Figma, Figjam

Platform • Desktop application (tablet compatible)

Understanding our User

We’ll focus on the universal banker which is essentially a catch-all in the banking world. This user is very busy and has access to many features including the teller functions.

Teller Functions

Fully understanding the functions required for the demo and application needed to be understood in order to understand how everything is connected together for the user. Mapping out the functions similar to a sitemap also helps designers understand where everything lives within the hierarchy of the application.

• Focus on monetary functions

Deposit Transaction Flow

We worked with the product team to design a realistic slightly complex deposit transaction starting when a customer walks inside a bank and speaks with teller or banker.

Testing

Iterate

Usability tests were performed by our researcher which led to an iteration of the “session toolbar” as shown in the image.

• Moved deposit dropdownAdded ease of switching between clients (tabs)

• Removed search and authentication actions

• Added emphasis to remaining funds

Deliver

Due to time constraints high fidelity wireframes and interactive prototype were quickly delivered.

Interactive Prototype

Keep in mind this is going to walk you through a specific deposit transaction use case based on Chase’s current teller application.