Published: March 9, 2012.  Roving tellers  Currently serving  Teller/Mbr Service workflow controls  Photo ID on file changes  Global Search update.

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Presentation transcript:

Published: March 9, 2012

 Roving tellers  Currently serving  Teller/Mbr Service workflow controls  Photo ID on file changes  Global Search update  Easy access to membership information  Access to teller drawer from teller  Enhancements to close process  Qualifile by ChexSystems

 See/Jump controls  Members transfer with greater security  Direct pass through to PSCU (OTB Cards)  Members view IRA Plan Type

 Credit report analytics  Redesigned loan application screens  Selective Loan Trial Balance enhancements  OTB maintenance changes  VIN lookup for closed collateral  Wait times now look at underwriter codes  Catch up calculator  Updated Participation Lending report  Delinquency fine calculation

 Credit CARD Act – Interest rate change management  Fee for batch card reissue and update  View credit card activity details  Last ten member account lookup for ATM/Debit and credit cards

 Interest due greater than scheduled amount report  Mandate of Employee ID for Inquiry  FinCEN Report Updates

 Journal entry posting improvements  Upload your work…import data to post to the G/L  Customize your message on Annual Escrow Disclosure

 Multiple select to Cross Sales Analysis Report

 Learn from a Peer – Share Rate Analysis  View Teller/Mbr Service workflow controls  Any End-of-Month file for Raddon download

 FSCC Shared Branch Enhancements  CUSC Shared Branch Enhancements

 Hide the 000 Membership Share Account

 How can I share this information at my credit union to further train staff? 123

124