The Branch and Staff Management system in TonaBank allows the admin to effectively manage the bank’s branch network and its associated staff. This feature ensures that each branch is properly set up with essential details and that staff members are organized with the right roles and branch assignments. With flexible control over branches and staff, the admin can ensure smooth operations across all locations, while giving staff the tools they need to handle their responsibilities efficiently.
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Branch Management :
Add new branches with details like name, branch code, routing number, SWIFT code, and map location.
Update branch information anytime as needed.
Set each branch as active or inactive individually. -
Branch Staff Management :
Create staff accounts with name, username, email, and password.
Assign each staff member to a specific branch (or multiple branches for managers).
Send login credentials to staff via email. -
Staff Designations :
Can be assigned to multiple branches at once.
Can monitor all assigned branches, including accounts, deposits, withdrawals, and transactions. -
Account Officer :
Assigned to only one branch.
Can open new customer accounts and monitor deposits, withdrawals, and transactions within that branch. -
Staff Dashboard Access :
Branch staff have a separate login dashboard tailored to their role and branch assignments.
Admin can log in as a branch staff member to assist or review their interface.
The Branch and Staff Management feature in TonaBank equips the admin with the tools to efficiently organize and supervise the bank’s branch network and staff members. By managing branches, assigning staff with the right designations, and providing them with specialized dashboards, the system ensures smooth day-to-day operations and clear oversight at every level. This structure not only boosts operational efficiency but also enhances control and accountability across the entire organization.