11.6 Teller and Member Service Training

11.6 Release TrainingPublished: March 9, 20121Teller/Member ServiceRoving tellers Currently servingTeller/Mbr Service workflow controlsPhoto ID on file changesGlobal Search updateEasy access to membership information Access to teller drawer from tellerEnhancements to close processQualifile by ChexSystems

Member FacingSee/Jump controlsMembers transfer with greater securityDirect pass through to PSCU (OTB Cards)Members view IRA Plan Type

LendingCredit report analyticsRedesigned loan application screensSelective Loan Trial Balance enhancementsOTB maintenance changesVIN lookup for closed collateralWait times now look at underwriter codesCatch up calculator Updated Participation Lending reportDelinquency fine calculation

EFTCredit CARD Act Interest rate change managementFee for batch card reissue and updateView credit card activity detailsLast ten member account lookup for ATM/Debit and credit cards

AuditingInterest due greater than scheduled amount reportMandate of Employee ID for InquiryFinCEN Report Updates

Accounting/Back OfficeJournal entry posting improvementsUpload your workimport data to post to the G/LCustomize your message on Annual Escrow Disclosure

MarketingMultiple select to Cross Sales Analysis Report

ManagementLearn from a Peer Share Rate AnalysisView Teller/Mbr Service workflow controlsAny End-of-Month file for Raddon download

Shared Branching EnhancementsFSCC Shared Branch EnhancementsCUSC Shared Branch EnhancementsIntroducing CU*BASE SEHide the 000 Membership Share AccountQuestions?How can I share this information at my credit union to further train staff?123

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