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...

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...

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.

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.

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.

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, 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...

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.

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.

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...

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

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...

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...

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.

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.

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.

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.

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.

Larger size monitors are not needed for Xpress, but now might be a good time so your employees can take advantage of the larger screen sizes.

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...

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...

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.

Persons who are non-members and who are not secondary on a membership will not appear in the Xpress Teller search. Use Standard teller to service these individuals.