Teller for Cleartouch

Overview

Great service starts with people who are confident in their job. Your front-line staff needs a teller solution that is simple to learn, easy-to-use, and provides secure access to each customer’s entire portfolio – all in real time. Teller is designed for maximum efficiency in transaction processing to keep your teller line moving quickly, and enables your staff to deliver superior customer service through the use of technology.

Seamless Access to Customer and Account Information

Locating a customer or account is just a click away. Direct links are provided to search for a customer or account and to display the customer relationship or account profile. A drop-down list displays all of the customer’s accounts for easy navigation to the account involved in the transaction, eliminating the need to re-key data.

Protecting customers and your financial institution against fraud and theft requires a solid customer verification process. Enhanced customer service and reduced risk are realized by automatically displaying an electronic image of the customer’s driver’s license and signature during the transaction. Your tellers are equipped to quickly respond to questions with direct links to the account summary and history pages.

Customized Transactions and Workflows

Teller provides easy-to-use, point-and-click access to teller transactions defined by role to ensure job-specific functions are completed. A variety of transactions are supported through links to monetary, inquiry and update transactions. Transaction processing is supported for Checking, Savings, Health Savings, Retirement, Certificate of Deposit, Loans, Safe Deposit Box and General Ledger.

Features

• Safe and secure: Role-based access and security ensure job-appropriate authority levels
• Flexible: Real-time and POD processing options are available
• Dependable back-up: Offline functionality with store and forward capabilities
• Single vendor: There’s only one contact for all of your service needs