T2 Xpress Teller

Implemented in the 21.05 release, Xpress Teller is a new alternate 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.

Help us Shape the Future of Xpress Teller!  Join us for a Roundtable Discussion

Answers to frequently-asked questions about Xpress Teller

View the “Introducing Xpress Teller” Video

Learn how to integrate Xpress Teller into your lobby strategy: Contact EarningsEdge

Plans for the Future Phases

Several projects are in the works now and we continue to gather ideas for future enhancements.  Here are some projects already in the queue:

  • Implemented in the 22.05 release is an enhancement to Xpress Teller which allows CUs to define posting limits for individual tellersReview the separate Kitchen page.
  • Also implemented in the 22.05 release is a new feature on the Xpress Teller ID Verification screen to allow you to view recent Tracker conversations for that member.  This is automatically displayed on the extra-large screen size, and available via a button on the large and standard screen sizes.
  • In order to allow tellers to adjust secondary transaction descriptions more easily, we will be creating a new tool that can be launched right from the main Xpress Teller search screen, allowing the teller to change the secondary transaction description on any transactions posted by that Teller ID during that day. This will be similar to Tool #918 Update Trans Desc & IRA/HSA Post Codes except that only that teller’s transactions will be listed, and only secondary transaction descriptions can be modified. This keeps the feature simple to avoid security concerns, and because the tool will automatically display recent transactions, the teller won’t have to remember any account numbers.  Status as of June 2022: Project #56951 is currently in QC testing.
  • Design work is complete on changes to the new Xpress Teller Checks/Money Orders system which will allow you to print checks and money orders using a printer located at a different branch.  This will support CUs who are setting up new branch strategies for tellerless branches, where a remote NSR handles member requests, sending items to a printer where the member is waiting.  This project also introduces a third CU-defined instrument for things such as cashier’s checks.  Status as of June 2022: Project #57638 is currently awaiting availability of programming resources.
  • We will add an enhancement so that a $0 memo transaction is posted automatically every time a check is cashed via Xpress Teller. A similar memo transaction will also be posted when a member receives cash back from a Misc. Advance (such as a credit card cash advance) via Xpress Teller.  Status as of June 2022: Project #57186 is targeted for the 22.10 release.
  • As part of the native receipts project (see the related recipe) we will be adding some additional features to the Xpress Teller Workflow Controls that will control how vertical receipts are generated for Xpress Teller transactions.  Status as of June 2022: Project #57418 is currently in development.

Many other ideas are also on our wish list, and we’d love to hear your ideas, so leave a comment below.  (NOTE: If you have comments specifically about the new search engine, please use this Kitchen page instead.)

Your chef for this recipe:  Dawn Moore

 

Updated
June 1, 2022

4 Responses to “T2 Xpress Teller”

  1. christie dompierre

    Did I hear it correctly that staff cannot view or enter trackers while in Xpress Teller? We are heavy users of trackers. e.g. Cross sales, etc.

    Reply
    • Dawn Moore

      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 nuances of our more robust standard Teller system. It’s a different cat altogether; it’s not intended to be a replacement to standard teller, but an alternative to it. Xpress Teller is more than just a new tool; it represents a whole new strategy for your front line.

      So to answer your question, no, Xpress Teller doesn’t have a way to edit Trackers. Although a teller can always use the CU*BASE Time-Out window and access Phone Operator or Member Inquiry for any function they don’t see on an Xpress Teller screen.

      Reply
  2. Meagan Schuette

    Members are making transfers from one member number to a second member number that they have. They receive a receipt for the first account that the withdrawal is from, but are not receiving a receipt for the second account that the money is deposited into. Will the second receipt be available in the future?

    Reply
    • Dawn Moore

      To clarify, Meagan is referring to a member that has two separate memberships and therefore two separate account numbers. With the standard teller system, it is possible to use the “balance forward” feature and get receipts that show the balances for both of the accounts on both receipts.

      Xpress Teller, on the other hand, has no balance forward mechanism, and at this point there is no plan to add one. So for this scenario the standard teller system is the better tool to use, or the Member Transfers feature (remember that via workflow controls you can activate access to Member Transfers from the Additional Member Service button on the initial Xpress Teller search screen).

      Reply

Leave a Comment

* denotes required fields
  • (will not be published)

XHTML: You can use these tags: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

Check Out the New Recipes We’re Cooking in the Kitchen!

Check Out the New Recipes We’re Cooking in the Kitchen!

Have you visited the Kitchen lately?  If not, take a look at our newest projects: Card Activity Optics Credit Card Statement Enhancements Introducing Biz Watch for ACH: ACH Controls for Business Memberships Max Earnings Sweeps for Business Members Positive Pay Cashier Services (for Inhouse Checks) RDC Enrollment via CU*BASE Summary Statements for Business Credit Cards… Read more »

Sep 29, 2020

Check Out the New Recipes We’re Cooking in the Kitchen!

Check Out the New Recipes We’re Cooking in the Kitchen!

Have you visited the Kitchen lately?  If not, take a look at our newest projects: Accounts Payable Enhancements Creating an Engine for Predictive Retailing (aka “Nostradamus”) Deposit Hold Enhancements Escrow Analysis Enhancements Expanding Screen Sizes for CU*BASE GOLD Mobile First Transaction Limits for Express Tellers Each of these recipes includes a place to provide comments,… Read more »

Jul 14, 2020