How a teller can use AI, task by task

I work as a teller. Part of my job is to cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.

Context: We use Hyland Software OnBase and Sage 50 Accounting; the work draws on economics and accounting, customer and personal service and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a teller. Part of my job is to receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.

Context: We use Hyland Software OnBase and Sage 50 Accounting; the work draws on economics and accounting, customer and personal service and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a teller. Part of my job is to enter customers' transactions into computers to record transactions and issue computer-generated receipts.

Context: We use Sage 50 Accounting and Information Technology Incorporated Premier Teller.
Data: [sales, records]
System: [software]

Design an entry template and checks. Point out anything missing or inconsistent and suggest a template I can reuse.

I work as a teller. Part of my job is to examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.

Context: We use Hyland Software OnBase and Sage 50 Accounting; the work draws on economics and accounting, customer and personal service and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a teller. Part of my job is to balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.

Context: We use Sage 50 Accounting and Information Technology Incorporated Premier Teller; the work draws on economics and accounting, customer and personal service and mathematics.
Calculation: [payroll, balances, commissions]
Data: [paste]

Calculate step by step and give spreadsheet formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as a teller. Part of my job is to prepare and verify cashier's checks.

Context: We use Hyland Software OnBase and Sage 50 Accounting; the work draws on economics and accounting, customer and personal service and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a teller. Part of my job is to identify transaction mistakes when debits and credits do not balance.

Context: We use Hyland Software OnBase and Sage 50 Accounting; the work draws on economics and accounting, customer and personal service and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a teller. Part of my job is to sort and file deposit slips and checks.

Context: We use Sage 50 Accounting and Information Technology Incorporated Premier Teller.
Documents: [transcripts, exhibits, records]
Rules: [court, office]

Make a filing checklist and naming scheme. Point out anything missing or inconsistent and suggest a template I can reuse.

I work as a teller. Part of my job is to monitor bank vaults to ensure cash balances are correct.

Context: We use Hyland Software OnBase and Sage 50 Accounting; the work draws on economics and accounting, customer and personal service and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a teller. Part of my job is to perform clerical tasks, such as typing, filing, and microfilm photography.

Context: We use Sage 50 Accounting and Information Technology Incorporated Premier Teller.
Document: [describe]
Format: [requirements]

Format the content cleanly. Point out anything missing or inconsistent and suggest a template I can reuse.

I work as a teller. Part of my job is to compute financial fees, interest, and service charges.

Context: We use Sage 50 Accounting and Information Technology Incorporated Premier Teller; the work draws on economics and accounting, customer and personal service and mathematics.
Calculation: [payroll, balances, commissions]
Data: [paste]

Calculate step by step and give spreadsheet formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as a teller. Part of my job is to process and maintain records of customer loans.

Context: We use Sage 50 Accounting and Information Technology Incorporated Premier Teller.
Transactions: [paste daily cash, deposits, bills]
Accounts: [categories]

Categorize transactions, total them and flag anything that doesn't add up. Point out anything missing or inconsistent and suggest a template I can reuse.

I work as a teller. Part of my job is to compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.

Context: We use Sage 50 Accounting and Information Technology Incorporated Premier Teller.
What to send: [notices, submissions]
Recipients: [describe]

Draft notices and a send checklist. Point out anything missing or inconsistent and suggest a template I can reuse.