Assisting elderly people with simple banking activities

You work as a clerk in a bank branch and you’re sitting behind your desk.

You have a couple of unfinished tasks with a deadline today including checking records of latest withdrawals, as well as entering and checking recent loans and mortgage payments. While working on your tasks, an elderly woman approaches and asks whether you can assist her with withdrawing money from the ATM.

If you agree to help, the woman asks for a couple of more services, such as helping her check her financial status, as well as explaining the pros of having pension savings.

It is up to you whether you will help and how, keeping in mind that you have a deadline to meet but also that the request comes from an elderly woman who is a customer of the bank.

At the end of this training, you should be able to patiently assist elderly people when they need assistance with basic banking activities.