Non-Member Teller Processing

Screen ID:  TSBMTB-01 images\3248nmg_shg.gif
Screen Title: Non-Member Tellering
Panel ID: 3248
Tool Number: 1
    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.

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.