Digital banking promotion is part of the reviewed role descriptions. Demonstration skills include knowing when to stop and use an approved support route. Do not practise by operating another person’s live account.
Choose a safe demonstration environment
Ask what official demonstration materials or training environment are permitted. If none are available, use a paper flow with fictional screens clearly labelled as practice. Do not reproduce a real customer’s balance, transaction history or identity details.
Explain one task at a time
Describe where a user starts, what information the official interface requests and how they can check progress. Let the user control their own device in a real authorised setting. Never ask them to disclose an OTP, password or PIN to make the demonstration easier.
Prepare a failure route
If a screen differs or an error appears, stop rather than experimenting with a live account. Explain how to reach the official support channel and what non-sensitive error information may be useful. Do not promise a technical fix or a refund you cannot authorise.
Your practice checklist
- Use approved demo materials.
- Keep credentials private.
- Know the official support route.
Key Takeaways
- Use approved demo materials.
- Keep credentials private.
- Know the official support route.
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