Non-Member Teller Processing

Screen ID: 

Screen Title: 

Panel Number:

TSBMTB-01

Non-Member Tellering

3248

images\3248nmg_shg.gif
Click here to magnify

This screen appears after you click "NonMember Svcs" (F14) on the regular Teller Line Posting screen.

Check out the video related to this topic: Activating Your Teller Drawer (More videos below!)

Helpful Resources

For complete information about activating and configuring non-member teller services, as well as how to qualify non-members for teller activity, refer to the Non-Member Teller Services booklet. (NOTE: A PDF version of this booklet will open.)

Screen Overview

This screen is basically the same as the screen used for regular member teller activity. The options shown will depend on which non-member services have been activated by your credit union.

Enter the non-member's Social Security or Tax ID number or use the Search fields at the bottom of the screen.  

  • To cash a check or purchase a Misc. Receipt (if allowed), choose the Funds In process code and use Enter to proceed to the Verify Member screen followed by the Non-Member Funds In screen. If this field does not appear, simply use Enter.

  • To post an advance against a credit card (if allowed), choose the Misc. Advances process code and use Enter to proceed to the Verify Member screen followed by the Misc. Advances screen.

Miscellaneous Notes

  • If there is no existing non-member record on file for this individual, the Non-Member Information screen will automatically appear before proceeding. Follow your credit union's procedures for creating the database record and qualifying the non-member to receive teller services.

  • If the SSN/TIN entered matches an existing member record, an error message will appear; use Member Services (F14) again to return to the previous teller screen for working with members.

  • If the Allow Teller Transactions check box on the non-member record is NOT checked, and your non-member teller services configuration requires this control, an error message will appear and the teller will not be allowed to perform transactions for this non-member.

Additional Video Resources

Check out these additional video resources!

View more teller processing videos.

Visit the CU*BASE video library.