Client Services and Education
Summary
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members. The course uses service examples and tips that allow users to work with almost any member request without leaving the teller-processing area.
Audience
This course is designed for any teller, whether they are a new or an existing teller.
Objectives
- Navigate Tool #1 Teller Processing
- Process teller transactions efficiently
- Balance Teller Drawer
Topics
- Funds in Control
- Posting options
- Check-cashing options
- Funds-forward options
- Using process codes
- Miscellaneous Receipts options
- Reprinting receipts
- eReceipts
- Photo ID capture
- Phone Operator access
- Online CTR forms
- Teller Override Functions
- Non-Member Check Cashing
- Teller/Vault Cash Transfers and Inquiry
- Tips to research out of balance situations
