For Bank Tellers ·
What you'll accomplish
After setup, you'll have a Claude Project loaded with your branch's product information, fee schedules, and regulation summaries. Ask plain-language questions and get instant, accurate answers instead of hunting through manuals or interrupting your manager during a transaction.
What you'll need
Go to claude.ai on your phone or computer. If you don't have an account, click Sign Up and create one with your personal email. Once you have an account, click your profile icon (bottom-left on desktop, menu icon on mobile) → Upgrade to Pro → complete the $20/month payment.
What you should see: After upgrading, your interface will look the same, but you'll have access to the Projects feature in the left sidebar.
Troubleshooting: If you're on mobile and don't see Projects, switch to the browser version at claude.ai. Projects works best on desktop initially.
In the left sidebar, click Projects → New Project. Give it a name like "Bank Teller Reference" or "Branch Knowledge Base." Add a short description: "Reference for banking products, fees, and regulations."
What you should see: A project page with a chat window, an option to add files, and a space for project instructions.
Click the Add content or Upload files button in your Project. Add your bank's:
Important: Only upload documents that are publicly available or have been given to you for customer-facing use. Do NOT upload internal procedures, compliance reports, or anything marked "confidential." These are your own work reference materials, not sensitive bank data.
What you should see: Your uploaded files listed in the Project's knowledge panel. Claude will read and index them.
In the Project's Instructions field (usually at the top or in a settings panel), add:
You are a banking reference assistant for a bank teller. Answer questions about the uploaded products, rates, and fees using plain language. When you're not sure, say so clearly — don't guess at specific figures. Format answers concisely so I can read them quickly between customers.
What you should see: A text field where your instructions are saved. This shapes how Claude responds in every conversation within this Project.
Start a conversation within the Project and ask questions you'd normally have to look up:
What you should see: Direct, accurate answers pulled from the documents you uploaded. Claude will cite which document it's pulling from if you ask.
Troubleshooting: If Claude says it doesn't know or gives a vague answer, the information may not be in your uploaded documents. Check the source document and re-upload with that section highlighted.
Go back and add a second set of documents to the same Project: plain-language summaries of key regulations. You can either:
What are the fees for sending a domestic wire transfer from a personal checking account?
A customer wants to open a joint account. What ID do they need and is there a minimum deposit?
Explain our overdraft protection options. What does each one cost and how does it work?
What happens to a CD if the customer wants to withdraw early? Is there a penalty?
A customer says they never opted in to overdraft coverage but they got charged an OD fee. Walk me through what might have happened.