T2 Xpress Teller

Have comments about the new search engine?

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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.

Sign up to attend one of our “Getting Ready for Xpress Teller” webinars!

Answers to frequently-asked questions about Xpress Teller

View the “Introducing Xpress Teller” Video

View an excerpt from the 2021 Leadership Conference

Learn about vertical receipts

“Xpress Teller 101” Communications Log

Plans for the Next Phase

Remember that with this project we’re resetting the foundation for another decade of evolution. So we’re already gathering ideas for future enhancements, and we’d love to hear your feedback! Here’s what we already have on our list:

  • Design work is done for an enhancement to the on-screen photo ID display feature in Xpress Teller so that you’ll be able to edit an existing image (rotate, crop, and/or zoom) to make it easier to view, saving the changes as a new image in your vault, or scan a new image, such as when the existing ID is expired. Project #55374 is currently in development and related project #56290 will be assigned soon to a programmer.
  • Design work is done for a second phase enhancement to Xpress Teller which will allow CUs to define posting limits for individual tellersReview the separate Kitchen page.
  • We’re working on a spec for 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.  Design work still underway.
  • The new search engine feature has been very popular, especially when it comes to searching by phone number or email address. We’re still thinking about ways to tweak how the search works when looking for members by name. One idea we’re looking at is adding “all words/any words/exact phrase” functions so you can refine your search more specifically. We’re also looking at ways to refine the layout of the Xpress search screen, such as relocating some of the buttons to more convenient locations.  Review the separate Kitchen page.
  • In the new last 10 transactions pop-up window that can be accessed from the Xpress Teller deposits/withdrawals screen, we’re looking into adding a button that will take you to the full transaction history for that account, in cases where you are researching more complex member questions.
  • Although the intent of the Xpress Teller was to keep the screens simple and not fill them up with everything you can already get via Inquiry or standard Teller, we are considering some minor tweaks to layout and content, such as adding access to Membership Designation procedures in more places, incorporating some different privacy controls specifically for when serving shared branching members, and adding other visual aids.

 

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

Your chef for this recipe:  Dawn Moore

NOTE: If you have comments specifically about the new search engine, please use the new Kitchen page from this point on. Thank you!

Updated
June 18, 2021

14 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

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