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  More...

Yes, you can customize the entry screen of Xpress Teller with four custom graphics using CU Publisher suite. All four graphics can have hyperlinks. This feature allows you to market special services, offerings, promotions, or other campaigns you wish to keep top of mind with your staff as they assist members. Learn more about this feature in the store. See the link below. When uploading graphics CU Publisher be sure to use graphics that are 420 x 210 pixels if you use the standard size screen.  More...

Xpress Teller has an entirely separate Workflow Controls that controls the following and more: Where to search, what to show on the search screen. What to include in the Member Service slider menu. Prompt for code word. Warning messages. Member maintenance. Privacy masking. Funds-in screen controls. Deposits/withdrawals screen controls.

No, Xpress Teller is not replacing Standard teller. Credit unions can select to use one, or the other, or both. Xpress Teller has a completely different tool number, Tool #1600 Xpress Teller .

Yes, it is possible for an employee to use both teller platforms (Tool #1600 and Tool #1) if both tools are assigned to their employee profile. This allows you to roll the Xpress Teller platform out gradually, maybe assigning Xpress Teller to head tellers to start the rollout. For the most part, however, an employee would elect to use one tellering platform.

Yes, a workstation can be set up to use both teller platforms. Access to Xpress Teller is not based on workstation, but is simply a tool to which an employee ID can be assigned. Both Standard and Xpress Teller will attach to the same teller drawer for that employee based on that employee's workstation branch.

Depending on how you use the search criteria, you may get different search results: If you search on the account number, the results will show the names of the primary and secondary members of that membership. When you search on first and last name of the person, your results will include accounts where that name is primary or secondary (joint, co-borrower, beneficiary, miscellaneous owner) on the account. If the person is primary, the results will also include names of people who are secondar  More...

In the new search engine, we use a special technique to handle last names that are hyphenated, or where there is a suffix after the name, such as Jr., Sr., II, III, and the like. Here's how it works: Since the search engine can look in so many places based on the Advanced Search settings, there is a behind-the-scenes work file used to organize the data. This work file contains separate fields for the name that's displayed on the screen and the name that's used for sorting. For the n  More...

Dynacash calculates the Cash Back amount by knowing the location of this information on the CU*BASE screen. This location changes with Xpress Teller. Before moving to Xpress Teller, you will need contact your Dynacash vendor and get the update to support Xpress teller. If you need assistance you can contact imaging@cuanswers.com . NOTE: We've been told that the hot keys used to perform operations in DynaCash are flexible and can be changed. They can work on our existing teller platform, Xp  More...

By design, there is no access to Phone Operator from within Xpress Teller. You can still use the Timeout Window to access Phone Operator, however.

The following innovations were developed for Xpress Teller (Tool #1600). A powerful and easy-to-use new search engine that gives a single input field to enter any data about the member and look for that data across dozens of key data points, including many new ones like driver’s license number, phone number, email address…even online banking username New workflow controls for Xpress Teller (Tool #1775) gives credit unions unprecedented control over the available features and how the  More...

A teller can work on different workstations and sometimes use Xpress Teller and other times Standard Teller. The only caveat is that the same member cannot be served by tellers on both platforms at the same time.

The Xpress Teller Funds In screen was specifically designed to allow for a single place to bring in cash, checks, in-house drafts, and now misc. advances (cash advances on a Visa, for example), all on a single screen. It was specifically not our intent to replicate the ability to enter 588 outside checks and 126 in-house checks and 60 misc. advances, because to do that would mean having to split into 3 separate screens, same as in the existing teller system. So if you have a member who brings in  More...

To be precise, you do still need to activate, but Xpress Teller will do it for you automatically, behind the scenes! When you launch Tool #1600 Xpress Teller from the home page, the system will look at the branch on your current workstation, and if you aren't already activated in that drawer, you'll be activated automatically. A couple of things to keep in mind: If you aren't authorized to that branch in your employee profile, an error message will appear and you won't be able   More...

If you don’t want it to be considered a cash withdrawal and cash deposit, use the Additional Member Services button on the initial Xpress Teller search screen (this needs to be activated via Tool # 1775 Workflow Controls: Xpress Teller ) to access the Member Transfer feature.

The only thing different in Xpress Teller is we save you from having to do the following steps: Enter your ID/password Press Drawer Control/Audit (F24) and then Activate (F1). (A “You’re activating at branch...” window appears just on your first time in that day.) Everything else about the teller drawer control is the same, and in fact, both teller systems share the same drawer behind the scenes.

Xpress Teller is 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. There are some high-level strategic decisions your credit union should be thinking about now, as you make your plans for implementing Xpress Teller including: Teller Services and Tools: What features will you offer at the teller line? Who will use which version of teller  More...

Yes, Xpress Teller (Tool #1600) is intentionally designed with the idea that the picture ID is your main form of identification. This teller platform is for credit unions who are aggressive about getting photo IDs! The screen shows just enough for the teller to be able to check they have the right ID. The wrong email and address warnings are configurable in the Xpress Teller workflow controls (Tool #1775). You can also choose which of the other data points are displayed (for example, you ca  More...

If you are showing ID images right on the Xpress Teller screen, and the search doesn't locate an ID for that member's SSN/TIN, then an Image not found graphic will appear in place of the ID. You can click that image to access the Secondary Names Inquiry screen, where you can view other IDs for joint owners/co-borrowers or scan a new ID for the member or any other name listed on that account.

Each time a check or money order is generated, the system will print the check/money order itself, plus a single receipt for that item.

Xpress Teller was specifically designed to be a TELLER system: cash, checks, and working with the member’s money. We designed it on purpose for a different style of teller line, where tellers don’t do MSR and sales duties. It’s not intended to use sales tools like Cross Sales or Next Suggested product; it's not for MSRs that are selling and opening new accounts. That means it can have a much shorter learning curve, and tellers don't have to be gurus and know all of the   More...

Yes, Xpress Teller transaction limits were designed to be a training tool for tellers being coached in branch by a more experienced head teller. If a teller exceeds their transaction limit configured in Xpress Teller, the employee that performs the approval must be in the same branch as the teller. About Teller Transaction Limits Xpress Teller Limits allow your credit union to designate the maximum amounts a teller is authorized to handle per transaction. You can control the maximum amount of i  More...

There may be some rare instances when a secondary record does not appear in the listing. Look to see if the name appears as a non-member record. If the Joint/Additional Signer member or non-member information is incorrect in the ADSL or SECNAMES tables, the search results will not return that party as a Joint Owner/Misc Owner/Beneficiary/Additional Signer of another’s account. For example, if Mary Member was a member when she was added as a joint owner and then leaves the credit union  More...

If there is no image found for the account, you can click the image not found graphic on the Verify Identity screen to access the Secondary Names screen. On that screen, you may need to uncheck Photo ID on File to reveal a Scan button. Use this to scan the new ID. If there is already an image saved and you need to replace it with a newer ID, back up to the Who are You Serving screen. From there, access the Secondary Names screen. Then follow the directions above to replace the photo ID.

Your credit union does not need to convert to Vertical Receipts if you use Xpress Teller (Tool #1600).