Xpress Teller introduces a new, separate 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 includes these exciting new features:
Improved Search in Xpress Teller
The first 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. This includes many new ones, including driver’s license number, phone number, email address…even online banking username!
Keep Marketing Campaigns and Promotions Top of Mind
Your credit union can upload your credit union marketing images for display on the Xpress Teller search screen. Included are spaces for four graphics you can use for product promotions, service reminders, notes that members are owners, and any fraud/security reminders you may have.
Photo ID on Screen
Now you can display member photo IDs directly on the ID verification screen in Xpress Teller. (Watch for future uses of this feature on other screens in CU*BASE, too!)
Customize to Include Credit Union Preferences with New Workflow Controls
The new workflow controls for Xpress Teller gives your credit union unprecedented control over the available features and how the tool works for your tellers and allows 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.
Additional new Features
Check out these other exciting new features!
- A Single Funds In screen. Cash, outside checking, in-house checks, and miscellaneous advances are all entered in one 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.