Docu-Coach™ for Bank Branch Managers

Remember the coaching conversation after the lobby fills up.

A branch manager coaches a teller on a procedure, recognizes a clean referral, and owes a follow-up. The lobby does not leave a quiet hour for typing.

Docu-Coach™ is the manager app that remembers your people. You speak the note. The timeline, the follow-up, and the next prep read only what you saved.

Voice notes that match this job

• "Alex skipped the second ID check on a cash transaction over the limit. We reviewed the step, and he completed it on the next similar transaction."
• "Nina greeted a waiting customer by name and finished the referral form. I will mention it at our 1:1."
• "I committed to sit with the new teller for the first hour on Thursday."

Coaching patterns

Procedure coaching, attendance, service behavior, commitments, and recognition. Do not store account numbers or customer financial details in a coaching note.

Meetings these notes prepare

Morning huddle, a 1:1 in the office, and a weekly meeting with the regional manager.

What to document

Employee coaching history. Customer financial records stay in the core banking system.

Keep notes factual with employee performance notes.

Walk a branch day from doors open to close on the banking page.

How a manager uses it

1. Something happens and you record it before the next interruption.
2. You confirm the person.
3. The note sits on their timeline with the commitment you actually made.
4. Before a 1:1, huddle, or HR conversation, Prep Me and HR Ready list those source notes.

Start a 30-day trial at /demo. Manager is $9.98 per month for up to 25 people.