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1.
Can I change the graphics that display in Xpress Teller? Views: 733
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...
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2.
What features does Xpress Teller have that Standard Teller does not have? What are the key benefits for moving to Xpress Teller? Views: 621
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...
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3.
Is Standard teller being replaced with Xpress Teller? Views: 377
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 .
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4.
What innovations were developed for Xpress Teller (Tool #1600)? Views: 373
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...
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5.
Can a workstation be set up to use both Xpress Teller and Standard Teller? Views: 339
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.
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6.
Is it true that I don't have to activate my teller drawer with Xpress Teller? Views: 337
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...
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7.
What controls do I have with Xpress Teller that I do not have with Standard Teller? Views: 337
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.
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8.
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? Views: 326
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.
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9.
My Teller Cash Recycler/Dispenser vendor is Dynacash. What preparation do I need to do before moving to Xpress Teller? Views: 321
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...
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10.
Why am I sometimes finding the primary owner only and other times the primary and secondary owners (such as joint owners) when I use the Xpress Teller search feature? Views: 315
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...
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11.
How does the Inquiry and Xpress Teller search work when it comes to hyphenated names, or names that end with something like Jr., Sr., II, and III? How does it work with names with an apostrophe in it, such as D'Andra? Views: 314
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...
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12.
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? Views: 306
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...
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13.
Currently you can jump into Phone Operator while performing a transaction. How do you access Phone Operator with Xpress Teller? Views: 296
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.
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14.
Do I need to use Vertical Receipts if I use Xpress Teller (Tool #1600)? Views: 277
Your credit union does not need to convert to Vertical Receipts if you use Xpress Teller (Tool #1600).
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15.
Can some of my tellers use Xpress Teller (Tool #1600) and some use Standard Teller (Tool #1)? Views: 273
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.
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16.
If there isn't a photo ID on file for the member, what does the Xpress Teller ID verification screen show? Views: 271
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.
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17.
I see that Xpress Teller (Tool #1600) 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? Views: 266
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...
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18.
What about access to things like Cross Sales, Next Suggested Product, and Tracker updates via Xpress Teller? Views: 265
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...
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19.
Can you update an ID image or scan a new one from the Xpress Teller ID verification screen? Views: 263
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.
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20.
What does the introduction of Xpress Teller mean to my teller business design? Views: 262
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...
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21.
Can a teller work on different workstations and sometimes use Xpress Teller and other times Standard Teller? Views: 246
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.
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22.
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? Views: 244
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.
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23.
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? Views: 243
When setting up your Xpress Teller Workflow Controls via Tool #1775, it is recommended that you not use the F ind base share accounts (no sub accounts only) feature under the Account Search features group. This is designed for credit unions that consider any joint owners on the base share account to be also joint on all of the other sub-accounts on that memberships. It causes only base share accounts to appear on the Search screen.
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24.
Does Xpress Teller allow tellers to cash checks for non-members? Views: 241
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.
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25.
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? Views: 222
Yes, Xpress Teller is the same. There is a SB CUID# field on the initial search screen if CU*BASE shared branching is activated. You do not jump over to standard teller or anything like that. Likewise, if national shared branching is on, there will be a command key button, just like in regular teller, to jump over to the separate national shared branching posting tool.
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