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AI Team Training for Banks & Credit Unions. AI training for credit union staff, taught by Lisa

AI Team Training is AI training for credit union staff and bank tellers: your trainer explains a procedure once, by talking or typing, and Lisa teaches it to every new hire by voice and on screen, chapter by chapter. The new hire asks questions at any moment, answers a spoken test, and the attestation is signed.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Team Training · Who finished

Who finished

The register shows who finished each book, who is still in progress and how each test went, before anyone has to ask.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Invite every new user to the cash-drawer and member identification books.”

Lisa“Every new user of the dashboard will be invited to the cash-drawer and member identification books, with reminders. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Banks & Credit Unions use it

A new teller starts Monday; on Sunday evening she plays the cash-drawer opening book on her phone and asks what she does not understand.

Your fee schedule changes; the member service book is edited once and each representative plays the new version when it suits them.

The head teller retires, and the procedures she dictated stay as books for whoever takes her place.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Courses generated from your own material
Quizzes and progress per person; transcripts and results exportable
Updated when your knowledge changes

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Team Training does, for every business ›

The books

Teller training software your staff learn from by talking

Procedure training for member service, explained once by your best trainer and taught to every new hire.

Chapters in the order of the job

Each procedure becomes a book, such as opening the cash drawer or checking a member's identification, with sections typed or dictated.

Pictures, pages and documents

Every section can carry a picture, a web page, a video or a document from the File Cabinet, such as the current fee schedule.

Questions at any moment

The trainee interrupts and asks; a question the book does not answer is noted for the trainer under Questions, never guessed.

Versions kept

Every saved book keeps its versions, and the register says which one each trainee played, so a changed procedure is never confused with the old.

Records

New teller onboarding with bank employee training records

Invited by themselves

Choose the books every newcomer gets, and a new user of the dashboard is invited to them automatically, with reminders until they finish.

Who played

The register shows who played, when, in full or not, which version, the questions asked and the transcript of each session.

The signed attestation

The attestation PDF carries your institution's name, the trainee's name, the date, the chapters heard and the result of the test.

Questions & answers

AI Team Training for Banks & Credit Unions: questions & answers

How does AI teach a new teller?

Lisa teaches each book section by section, by voice and on screen, with the picture, page, video or document of that section. The new hire can interrupt, ask or say repeat; every answer comes from the book first, then your internal knowledge, never a guess.

Do trainees need a login?

No. A new teller opens their own link on any phone, tablet or computer, valid for seven days; when it runs out they ask for more time, and you grant it in one click.

What do the training records show?

Who played which book and which version, in full or not, every question asked, the transcript of the session and the test result. Export CSV asks your password once, and every attestation can be exported as one PDF file.

Who writes the procedures?

Your trainer, by typing or by talking to the assistant: write a section comes back as before and after, in your own words, nothing invented. Review my book then names what is thin before a new hire hears it.

How is the test marked?

At the end Lisa asks the test questions by talking and marks each answer against the lines you kept, without ever telling a wrong answer the line; the result is printed on the attestation.

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