107 let tellerelite show your bank the business potential...

Let TellerElite Show Your Bank the Business Potential of Your Teller Line

May 24, 2017Steve White, Development Manager

The Future of the Branch with TellerElite

• Modern Banking Trends

– Offer a high tech banking experience that still feels

personal

– Offer multiple banking channels to customers (online,

mobile, ATM and brick and mortar)

– Allow universal staff to service customers no matter

what the need

• Open Environment - Designed to promote a

conversation with the customer

• Location Design

– Kiosks

– Concierge

– Education center

– Community space

• Automation

– TCD/TCR

– Tablets

– Paperless

What is TellerElite?

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• Point of Entry Capture

– Provides validation and settlement of the transaction quickly

• Teller Capture

– Checks are imaged right at the teller line

– Creates virtual tickets

Eliminates the need for handwritten paper tickets and deposit slips

• Available in traditional (non-capture), capture or both

• Fully integrated to BancPac

Advantages of TellerElite

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Decreased Paper

Costs

Better Customer

Experience

Point of Entry Fraud

Identification

Increase Income


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• Upgraded security

• Automated Item Processing Integration

– Fully balanced, exception free transaction settlement

– Automated image exchange with item processing center

• Improved application migration from TellerPlus

• Enhanced Remote Override Functionality


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• Improved User Experience

– Transaction configuration for standard user

interface

– Ability to group similar items together


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• Transaction Entry with Teller Capture

– Customized Virtual Tickets

– Customized Transaction Sets

– Multiple fee tiers


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• Flexible Transaction Handling

– Multiple cash drawers

– Multiple monetary instruments in one transaction


• Flexible Transaction Handling

– Unlimited multiple transaction support – Option to require a transaction memo to be entered

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• Signature Capture

Advantages to TellerElite

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• Cash Devices Options

– Dispensers

– Recyclers

– Coin Dispensing

– Supported Brands

ARCA

Burroughs

Diebold

Glory

NCR

Talaris

– Integrated device interaction

– Balancing through TellerElite

Advantages to TellerElite

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TellerElite Roadmap

2016.1 - CTR/Regulatory Reporting

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• Ability to save the OFAC query and response returned

• New report - Accts without an owner

• New report - Orgs without accounts

• New report - Cash transactions by transactor

• New report - Cash transactions by account

• New filter options for Cash Transactions by Owner report

• Prompt user when CTR exemptions expire

2016.1 - Screen/Usability Improvements

• Virtual Memo Required

• Allow Printing of Virtual Memos on receipt

• Add payment due value in host display for

loan accounts

• Ability to reprint final balance sheet

• Add bank level option to automate EOD

process

• Increase characters for Cashier’s Checks

• Add transaction source to reports

• Reason field option for cash adjustments

• Option to automatically generate a force

difference ticket for a teller OOB at EOD

• Option to sort currency prior to coin on cash

count screen

• Support for BancPac’s new host interface

• Improvements for offline database

deployment

• Remote Override – Phase 1

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2017.1 - CTR/Regulatory Reporting

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• Ability to require transactor information on all transactions

• Ability to see details of a transaction that make up a CTR

• Ability to produce a combined 1099INT when multiple savings bonds are redeemed

• Add additional hold prompts to help with Reg CC

2017.1 – Customer Information

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• Display all information related to alerts

• Support customers with foreign TINs

2017.1 – Screen/Usability Improvements

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• View original info from Journal Research

• Add an entry to see that OFAC was run on the journal

• Force Close a teller drawer

• Only print first name of teller on receipts

• Remote Override – Phase 2

• Add an option for AND or OR to print on an official document between payees

• Add “New” button for drawer setup

• Add “Remove” button for printer from a document

2017.1 – Processing and Reporting

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• Add a Batched Item Indicator/report for Teller Standard.

• Modify Transaction Volume Report to add daily transaction total

• Ability to zoom for photo ID’s

• Exclude the OD limit amount from the account balance that prints on receipts and available

balance

2017.2 – CTR/Regulatory Reporting and Customer

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• Add a threshold for OFAC as well as reason for override

• Add large dollar exception holds

• Display the customer account number on the transaction journal

2017.2 – Screen/Usability Improvements

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• Ability to search by License ID

• Option to disable official check numbers already used and voided

• Print the loose, strapped, and rolled totals on the balance screens

• Print reason code on correction item

• End of Day improvements

– Show progress of X937 build on EOD screen

– Add option to generate X937 balance report on EOD screen when the build is complete

– Option to resend X9 report

– Option to test email addresses

• Create “stop payment” and “deposit correction” forms

Candidates – CTR/Regulatory

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• Redesign transactor data entry screen.

• Ability to print all items included in CTR e-file from the e-file screen.

• Report for NAICS code Exceptions between TellerElite and BancPac.

Candidates – Screen/Usability Improvements

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• Debit/PIN Authentication

• Deployment Improvements

• Support TellerPlus Migration tool for existing TellerElite

• Ability to merge customer records

Candidates – Processing/Infrastructure

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• Support Glory RBG 100 Recycler

• Ability to do an Account Inquiry if host is online and database is offline

• Display only session linked to current user if multiple sessions are open

Summary

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• Efficient transaction processing

– Less time spent itemizing and keying in transactions

– More face-time with the customer – an opportunity to cross-sell or answer questions

• Error identification and correction upfront

– Less time researching and resolving transaction issues

– Virtual elimination of IP correction and item handling expenses

• Tighter integration with FIS partner solutions

– BeB OFAC integration

– BeB Positive Pay integration

– Connections CRM integration

Recommendations and cross-selling at the time of transaction

– Future integration with FIS Content Management

Universal imaging solution (Signature Card, ID Cards, etc.)

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“Our bank started using TellerElite in late 2014. Since that time we have recognized significant

cost savings as a result of the use of virtual tickets within TellerElite. It was surprising to us how

much money we were spending on cash ins and cash outs every month. The ability to create

virtual withdrawals was added in mid-2015 and this feature has provided even more expense

reductions for us.

Additionally, the reporting and research functions within TellerElite have proven to be very useful

and helpful in day to day operations. We have used those research capabilities to rapidly resolve

teller outages and also in fraud related cases. We also were able to eliminate ½ an FTE since it

was no longer necessary to work with proof corrections on day 2.

Our internal IT support staff fields significantly fewer support calls for TellerElite versus

TellerPlus. While CTR filings are problematic no matter what teller system is being used we find

the problems are much less pronounced in TellerElite. We would definitely make the same

decision to move to TellerElite if we were in that position again.”

Steve Mullens, Executive Vice President First National Bank of Central Texas

Thank You

107 let tellerelite show your bank the business potential...

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