11.6 release training
Post on 26-Feb-2016
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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
Thank you for attending!124
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