Xpress Teller Search

Screen ID:  Screen Title:  Panel Number:

TSBSERCH-01 Xpress Teller 7112

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Access this screen by selecting Tool #1600 Xpress Teller (shortcut: Xteller).

Helpful Resources

Overview: Xpress Teller

Screen Overview

This is the first screen is the Xpress Teller flow.  Enter the member's base account number and use Enter to continue to the  Xpress Teller Currently Serving screen.  

At the top of the screen is listed your cash in your teller drawer and the drawer you are activated in.(You can hide this information in the workflow controls, if members view your screen.)

Click You are activated as drawer to view the user you are activates as and the branch you are activate to.

Use this section to search for the account of the person you are serving.  

• Enter the account in the Account # field and use Enter,

• Click to find your last ten accounts.  

• Click to return directly to assist the last account you served without needing to search for the person or select it from the Currently Serving feature. This is a handy feature if you perform multiple teller transactions for a person.  You will move directly to the Xpress Teller Verify ID screen with that account selected.

• Enter any piece of information on the person in the Search memberships field, click Search, and select the account from the list that appears in the Search results that appear below and to show the members (and their secondary members, if applicable) that fit the results of your search. Click to refresh the screen. See additional Answer Book Items below, (This Search allows the teller to search fields selected in the Workflow controls.) 

• To access all fields, click Advanced Search, which allows you to search all fields (and only certain fields by checking them.)  You can also use the Advanced Search to limit the fields in which you search for a specific piece of data.  What results will I find if I search for member John Smith in the Xpress Teller Search screen or Inquiry Search screen?  What might be a better strategy to find this member?.

Middle of the Screen

The middle of the screen can display four graphics with optional hyperlinks.  Once search terms are entered and Enter is used, these will be replaced with the Search results.  If you do not see any Search results this may be due to the fact that your Xpress Teller Workflow controls have not been set up yet.  See this topic for more details.

Answer Book Items

• Explain how the new search engine works when it comes to searching for a member name.

• Can I change the graphics that display in Xpress Teller?  (The graphics in the middle of the screen are added/updated with CU Publisher. Learn more in the store. https://store.cuanswers.com/product/cubase-manager/)

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

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

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

• Why would you use the Advanced Search feature?  

• 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?

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

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

Bottom of the Screen

Shared Branch Network

Click Shared Branch Network to perform shared branch transactions for members of the CUSC or FSCC Shared Branch network (if available to your credit union).

Additional Member Services Pop Up Window

The Additional Member Services window allows you to access feature that are not included in Xpress teller, but that might be needed at the teller line.  This pop up window is configured in the Allow Access To Other Member Service Tools section of the Xpress Teller Workflow Controls (Account Features) screen.  If this window does not appear, refer to the configuration.

• Comments - Use this to add an account comment

• Device Configuration - Use this to modify basic workstation configuration settings while working during the day, without having to be granted access to the entire workflow configuration

• Transfer - Use this to transfer funds from this membership to another account.

• Edit 2nd Tran Description - Use this to edit the secondary transaction description for the current day's transactions for a member.

• Sell from Supplemental Vault - Use this to transfer funds directly from the teller drawer to a supplemental vault. (You will have to select teller drawer and supplemental vault on the first screen.)

• Buy to Supplemental Vault - Use this to transfer funds directly from a supplemental vault to the teller drawer. (You will have to select teller drawer and supplemental vault on the first screen.)

• Buy/Sell from Teller Drawer - Use this to transfer funds directly from a teller drawer to a teller drawer. (You will have to select teller drawers on the first screen.)

• Open Accounts - Use this as starting point for opening new memberships, opening new sub-accounts for existing memberships, or updating membership information, including many other credit union products and services, from eStatement enrollment to household database management.

• Close Accounts - Use this as an easy access to all of the CU*BASE screens and features needed when ending a relationship with a member, including closing account, closing membership, and redeeming certificates.

• Rates - Use this for rate inquiries and up-to-date information on dividend rates for all account types, including share, certificate and loans.

• Drawer Control/Audit - Use this to access the teller drawer and to balance at the end of the day.

Return to Last Account

Use this feature to return directly to assist the last account you served without needing to search for the person or select it from the Currently Serving feature. This is a handy feature if you perform multiple teller transactions for a person.  You will move directly to the Xpress Teller Verify ID screen with that account selected.