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 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...

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...

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...

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...

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...

No. That option is only used to narrow down the result of a name search, so you can choose whether to include both individuals and organizations in the results, or just look at organizations or individuals separately. If you are searching for other data, such as a phone number or email address, etc., all membership types will be included. TIP: Remember that if you want to look for a DBA name, you must use the Other search field.

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...

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 .

Advanced Search, which can be accessed from both the main Xpress Teller Search and regular Member Inquiry search screens, allows you to narrow down your search to one or two fields, for example, online banking username or phone number. Use this when you get too many hits in your search results. The criteria you are entering might appear in more than one place on a member's account.

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...

You can only cash checks for a joint owner on a membership. Non-member teller services like check cashing, etc., are currently only available in Standard 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.

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.

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.

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...

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.

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...

Unless the number is associated with an ATM, debit, or credit card, the search results will not indicate which field includes the number.

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.

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.

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...

With the Xpress Teller workflow controls (Tool #1775) , you can control access to several non-tellering miscellaneous services via buttons on the Search page, including the ability to make transfers, open accounts, etc. These are optional, however, so you can have a bare-bones teller line for cash/check/money handling transactions, if you want it with Xpress Teller (Tool #1600).

In Xpress Teller, start by posting a cash withdrawal from the first membership and then perform another transaction and deposit the funds (using Cash In) to the other membership.