Overview Xpress Teller

About the Feature

Xpress Teller is a teller processing platform to CU*BASE, designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind. Xpress Teller is not designed to be a replacement for Standard Teller. Credit unions can use Xpress Teller, Standard Teller, or both! Xpress Teller is accessed by a Tool 1600 Xpress Teller.  

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Answer Book Items About Xpress Teller  (View all Answer Book Items on Xpress Teller)

Screens Used in Xpress Teller

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Check out What is Included In Xpress Teller!

A Powerful Search

The Xpress Teller Search screen has a powerful and easy-to-use new search engine that gives tellers a single input field to enter any data about the member and look for that data across dozens of key data points, including driver’s license number, phone number, email address, and online banking username.

The Ability to Keep Marketing Campaigns and Promotions Top of Mind

Your credit union can upload your own marketing images for display on the Xpress Teller Search screen. Included are spaces for four graphics you can use for product promotions, service reminders, reminders about how to convey your members-are-owners message, and any fraud/security reminders you may have.

See the Photo ID on the Screen

You can display member photo IDs directly on the Xpress Teller Verify Identity screen.

Customize You Experience with Workflow Controls

The workflow controls for Xpress Teller gives your credit union unprecedented control over the available features and how the tool works for your tellers, allowing for a gradual adoption of Xpress Teller. Roll this out with a few head tellers, then keep it that way or move to using it by branch or credit union wide.

Xpress Teller Transaction Limits

Transaction limits can be placed on individual tellers to avoid fat fingering and for new tellers. Transaction limits must be added and are per teller. Learn more.

Additional Features

Check out these other exciting features!

• A Single Xpress Teller Funds In screen. Cash, outside checking, in-house checks, and miscellaneous advances are all entered in one screen.

• Make deposits/withdrawals on the  Xpress Teller Deposits/Withdrawals screen.

• Easily access the Last Ten Transactions on an Account from a new look up next to the account.

• Your teller drawer is automatically activated the first time you access Xpress Teller.

Answer Book Items About Xpress Teller

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General Answer Book Items

• Is Standard teller being replaced with Xpress Teller?

• What features does Xpress Teller have that Standard Teller does not have? What are the key benefits for moving to Xpress Teller?

• Can a workstation be set up to use both Xpress Teller and Standard Teller?

• Can a teller work on different workstations and sometimes use Xpress Teller and other times Standard Teller?

• Can some of my tellers use Xpress Teller and some use Standard Teller?

• What controls do I have with Xpress Teller that I do not have with Standard Teller?

• Will I need to order larger monitors for my teller line with Xpress Teller?

• Can different branches use different workflow control settings?

Additional Questions About Xpress Teller

• Xpress Teller activates the drawer automatically. How do you update your totals when you purchase funds from the vault? Where do you update totals for specific denominations? What is the process for balancing?

• When utilizing Shared Branching, will the system continue to have the same look as currently? Or does the Xpress Teller tool update the Shared Branching process as well?

• I see that Xpress Teller displays just the member name, birthday, gender, code word, and wrong email/address warnings. I don't see additional member information, such as address, phone number, etc. Is this by design?

• Is it true that I don't have to activate my teller drawer with Xpress Teller?

• What non-teller features can my tellers get to via Xpress Teller?

• My Teller Cash Recycler/Dispenser vendor is Dynacash.  What preparation do I need to do before moving to Xpress Teller?

• Can the maximum number of outside and in-house check fields on the Xpress Teller Funds In screen (20 for outside checks and 10 for in-house checks) be increased per CU?

• Does Xpress Teller allow tellers to cash checks for non-members?

• How do you access Phone Operator with Xpress Teller when performing a transaction?

• How do I do a transfer for a member in Xpress Teller?

• How do I move money from one membership to another in Xpress Teller (balance forward)?

• When I print checks and money orders via Xpress Teller, will I get a receipt for each item, or a single receipt for all of them?

• Do I need to use Vertical Receipts if I use Xpress Teller?

• Can you update an ID image or scan a new one from the Xpress Teller ID verification screen?

• How long does it take for the ID to appear when it's displayed on the Xpress Teller screen? Does the screen appear first while it's waiting to fetch the ID image?

• If there isn't a photo ID on file for the member, what does the Xpress Teller ID verification screen show?

• What about access to things like Cross Sales, Next Suggested Product, and Tracker updates via Xpress Teller?

• What does the introduction of Xpress Teller mean to my teller business design?

Xpress Teller Search Answer Book Items

• Can I change the graphics that display in Xpress Teller?

• What is the purpose of the graphics on the search page?

• Does Xpress Teller use privacy controls from Tool #272: Configure Privacy Controls?

• Why would you use the Advanced Search feature?  

• Why am I sometimes finding the primary owner only and other times the primary and secondary owners (such as joint owners)?

• How can you tell in which field a number was found in when using Xpress Teller Search and Inquiry Search?

• Why might I not find a joint owner or coborrower record in the Search results on Xpress Teller Search or Inquiry Search?

• Are non-members listed on the Xpress Teller Search screen?

• How will the new search work when it comes to hyphenated names, or names that end with something like Jr., Sr., II, and III?

• My credit union uses the feature that allows us to hide the base share account (000) accounts for certain membership designations.  What tips are there when using Xpress Teller?

• How is the data gathered for the new search engine that's used by Member Inquiry and Xpress Teller?

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Screens Used in Xpress Teller

Access Screens

Xpress Teller Activate Drawer

Xpress Teller Code Word

Xpress Teller Search screen

Xpress Teller Advanced Search screen

Xpress Teller Who are You Serving? screen

Xpress Teller ID Verify Identiy screen

 

Posting Screens

Xpress Teller Checks/Money Orders 1 screen

Xpress Teller Checks/Money Orders 2 screen

Xpress Teller Funds In screen

Xpress Teller Deposits/Withdrawals screen

Xrpress Teller Last Ten Transactions screen

Xpress Teller Miscellaneous Receipts screen

 

Workflow Controls Screens

Xpress Teller Workflow Controls Entry screen

• Controls which branch's settings you are configuring.

Xpress Teller Workflow Controls Account Features screen

• controls settings on the Xpress Teller Search screen

Xpress Teller Workflow Controls ID Verification configuration screen

• Controls settings on the Xpress Teller Who are You Serving? screen and the Xpress Teller Search screen, but mostly controls settings on the Xpress Teller Verify Identity screen