Empowering Software for your Product Specialist Bankers

• OPEN/CLOSE ACCOUNTS
  Establish or Close Accounts Quickly and Easily with our Easy To Use Software
• ACCOUNT CHANGES
  Quick and Easy Account Changes, add/remove Account Holders, Fund Members
• GRANT WEB ACCESS
  Enable Web Portals, Re-Set Passwords for your Account Holders, Fund Members
• SECURITY
  

  Enable by our built-in Microsoft© Role Based Security architecture. Retail Tellers/Product Specialist Bankers.

 

The Retail Teller & Product Specialist Banker Model

• ROLE BASED SECURITY
• DIVISION OF LABOR
• BEST PRACTICE PROCEDURES

Retail Tellers make deposits and withdrawals, create checks and ACHs, run a cash drawer. Generally speaking these are your newer employees with less experience.

Product Specialist Bankers setup new accounts, make changes to accounts and manage access to web portals. Generally speaking these are your more senior employees with more experience.

This best practice model serves both efficiency and security..