Teller Management System Redesign
Modernizing a legacy banking platform
Context
The client, a mid-sized bank, used an outdated Teller Management System with a cluttered interface and confusing navigation, requiring heavy training for basic tasks.
The redesign focused on modernizing the system, improving transaction speed, and making it intuitive for tellers and managers.
Role and Team
I was the Product Designer on a small cross-functional team of three. I handled UX research, information architecture, wireframes, visual design, and prototyping.
We started with initial user flows for both tellers and managers, which were refined over time as we gathered insights from user interviews.
Key Findings
- Interviews with tellers and managers
- Observed workflows and bottlenecks
- Compared approval and transaction processes
These insights shaped the core design goals:
Simplify navigation, support multi-currency operations, and reduce cognitive load during transactions.
Design & Solution:
- Added a clean left sidebar for quick access to key functions.
- Displayed real-time currency balances on every screen.
- Introduced approval workflows for large transactions.
- Integrated “Start Day” and “Close Till” for shift management.
- Supported multiple currencies with clear visual cues.
Usability Testing
- Shared prototype with client across sessions
- Removed unnecessary denomination feature
- Added “Waive Fee” button
- Improved spacing and visual hierarchy
Date Filter
29/09/2024 - 29/12/2024
Transactions
Deposit
Withdrawal
Available Balance:
£5,200.00
GBP
GIP
Euro
Other Currencies
x 200
x 489
x 250
x 70
x 200
x 200
x 100
x 100
x 100
x 1
x 100
x 100
x 10
x 10
x 20
x 20
x 20
x 20
x 100
x 1
Bruno Santos
Savings Account
Available Balance: £5,200.00
Home
Team Dashboard
Transfer
Approvals
18
Foreign Exchange Rates
Close Till
Shift Duration: 02:02:13
Take A Break
End Shift
Eddie Harford
Denominations
Note/Coin
£50
Total
Quantity
10
Amount
£500.00
£500.00
Action
£0
Proceed
Confirmation
Waive Transaction Fee
Transaction Amount:
£500.00
Transaction fee:
£10.02
Customer Narrative *
Enter text here
Remarks
Enter text here
Close
Confirm
Other Currencies
Till001
GBP (£)
8,888.00
GIP (£)
2,000.00
EUR (€)
2,000.00
Other Currencies
Currency
USA - American Dollar ($)
CAD - Canadian Dollar ($)
SEK - Swedish Kroner (kr)
NOK - Norwegian Kroner (kr)
DKK - Danish Koerner (kr)
Amount
799.00
200.00
10,000.00
2,000.00
9,000.00
These iterations improved both usability and clarity in day-to-day teller operations.
Results
The redesign significantly improved efficiency, accelerated multi-currency processing, and made teller onboarding much smoother.
20%
Transaction time reduced
3x
Faster multi-currency handling
50%
Easier onboarding for tellers
Client Response
Positive. They described the system as “clean, efficient, and easy to operate.”
Conflicting inputs from stakeholders
Scope drift due to feedback cycles
Balanced business needs with usability
High Impact
Medium Impact
High Impact
Challenges
Complexities faced and lessons learned along the way
Next Steps
- Add teller performance analytics
- Expand reporting filters for managers
- Track trends for continuous improvement
Reflection
- Learned how real banking systems operate
- Reinforced value of simple, usable design
- Design that makes complex work feel effortless
Thank you for viewing
Reach out via email: alishdesigns101@gmail.com
Teller Management System Redesign
Modernizing a legacy banking platform
Context
The client, a mid-sized bank, used an outdated Teller Management System with a cluttered interface and confusing navigation, requiring heavy training for basic tasks.
The redesign focused on modernizing the system, improving transaction speed, and making it intuitive for tellers and managers.
Role and Team
I was the Product Designer on a small cross-functional team of three. I handled UX research, information architecture, wireframes, visual design, and prototyping.
We started with initial user flows for both tellers and managers, which were refined over time as we gathered insights from user interviews.
Key Findings
- Interviews with tellers and managers
- Observed workflows and bottlenecks
- Compared approval and transaction processes
These insights shaped the core design goals:
Simplify navigation, support multi-currency operations, and reduce cognitive load during transactions.
Design & Solution:
- Added a clean left sidebar for quick access to key functions.
- Displayed real-time currency balances on every screen.
- Introduced approval workflows for large transactions.
- Integrated “Start Day” and “Close Till” for shift management.
- Supported multiple currencies with clear visual cues.
Usability Testing
- Shared prototype with client across sessions
- Removed unnecessary denomination feature
- Added “Waive Fee” button
- Improved spacing and visual hierarchy
Date Filter
29/09/2024 - 29/12/2024
Transactions
Deposit
Withdrawal
Available Balance:
£5,200.00
GBP
GIP
Euro
Other Currencies
x 200
x 489
x 250
x 70
x 200
x 200
x 100
x 100
x 100
x 1
x 100
x 100
x 10
x 10
x 20
x 20
x 20
x 20
x 100
x 1
Bruno Santos
Savings Account
Available Balance: £5,200.00
Home
Team Dashboard
Transfer
Approvals
18
Foreign Exchange Rates
Close Till
Shift Duration: 02:02:13
Take A Break
End Shift
Eddie Harford
Denominations
Note/Coin
£50
Total
Quantity
10
Amount
£500.00
£500.00
Action
£0
Proceed
Confirmation
Waive Transaction Fee
Transaction Amount:
£500.00
Transaction fee:
£10.02
Customer Narrative *
Enter text here
Remarks
Enter text here
Close
Confirm
Other Currencies
Till001
GBP (£)
8,888.00
GIP (£)
2,000.00
EUR (€)
2,000.00
Other Currencies
Currency
USA - American Dollar ($)
CAD - Canadian Dollar ($)
SEK - Swedish Kroner (kr)
NOK - Norwegian Kroner (kr)
DKK - Danish Koerner (kr)
Amount
799.00
200.00
10,000.00
2,000.00
9,000.00
These iterations improved both usability and clarity in day-to-day teller operations.
Results
The redesign significantly improved efficiency, accelerated multi-currency processing, and made teller onboarding much smoother.
20%
Transaction time reduced
3x
Faster multi-currency handling
50%
Easier onboarding for tellers
Client Response
Positive. They described the system as “clean, efficient, and easy to operate.”
Conflicting inputs from stakeholders
Scope drift due to feedback cycles
Balanced business needs with usability
High Impact
Medium Impact
High Impact
Challenges
Complexities faced and lessons learned along the way
Next Steps
- Add teller performance analytics
- Expand reporting filters for managers
- Track trends for continuous improvement
Reflection
- Learned how real banking systems operate
- Reinforced value of simple, usable design
- Design that makes complex work feel effortless
Thank you for viewing
Reach out via email: alishdesigns101@gmail.com
Teller Management System Redesign
Modernizing a legacy banking platform
Context
The client, a mid-sized bank, used an outdated Teller Management System with a cluttered interface and confusing navigation, requiring heavy training for basic tasks.
The redesign focused on modernizing the system, improving transaction speed, and making it intuitive for tellers and managers.
Role and Team
I was the Product Designer on a small cross-functional team of three. I handled UX research, information architecture, wireframes, visual design, and prototyping.
We started with initial user flows for both tellers and managers, which were refined over time as we gathered insights from user interviews.
Key Findings
- Interviews with tellers and managers
- Observed workflows and bottlenecks
- Compared approval and transaction processes
These insights shaped the core design goals:
Simplify navigation, support multi-currency operations, and reduce cognitive load during transactions.
Design & Solution:
- Added a clean left sidebar for quick access to key functions.
- Displayed real-time currency balances on every screen.
- Introduced approval workflows for large transactions.
- Integrated “Start Day” and “Close Till” for shift management.
- Supported multiple currencies with clear visual cues.
Usability Testing
- Shared prototype with client across sessions
- Removed unnecessary denomination feature
- Added “Waive Fee” button
- Improved spacing and visual hierarchy
Date Filter
29/09/2024 - 29/12/2024
Transactions
Deposit
Withdrawal
Available Balance:
£5,200.00
GBP
GIP
Euro
Other Currencies
x 200
x 489
x 250
x 70
x 200
x 200
x 100
x 100
x 100
x 1
x 100
x 100
x 10
x 10
x 20
x 20
x 20
x 20
x 100
x 1
Bruno Santos
Savings Account
Available Balance: £5,200.00
Home
Team Dashboard
Transfer
Approvals
18
Foreign Exchange Rates
Close Till
Shift Duration: 02:02:13
Take A Break
End Shift
Eddie Harford
Denominations
Note/Coin
£50
Total
Quantity
10
Amount
£500.00
£500.00
Action
£0
Proceed
Confirmation
Waive Transaction Fee
Transaction Amount:
£500.00
Transaction fee:
£10.02
Customer Narrative *
Enter text here
Remarks
Enter text here
Close
Confirm
Other Currencies
Till001
GBP (£)
8,888.00
GIP (£)
2,000.00
EUR (€)
2,000.00
Other Currencies
Currency
USA - American Dollar ($)
CAD - Canadian Dollar ($)
SEK - Swedish Kroner (kr)
NOK - Norwegian Kroner (kr)
DKK - Danish Koerner (kr)
Amount
799.00
200.00
10,000.00
2,000.00
9,000.00
These iterations improved both usability and clarity in day-to-day teller operations.
Results
The redesign significantly improved efficiency, accelerated multi-currency processing, and made teller onboarding much smoother.
20%
Transaction time reduced
3x
Faster multi-currency handling
50%
Easier onboarding for tellers
Client Response
Positive. They described the system as “clean, efficient, and easy to operate.”
Conflicting inputs from stakeholders
Scope drift due to feedback cycles
Balanced business needs with usability
High Impact
Medium Impact
High Impact
Challenges
Complexities faced and lessons learned along the way
Next Steps
- Add teller performance analytics
- Expand reporting filters for managers
- Track trends for continuous improvement
Reflection
- Learned how real banking systems operate
- Reinforced value of simple, usable design
- Design that makes complex work feel effortless
Thank you for viewing
Reach out via email: alishdesigns101@gmail.com