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 optional Software Security Infrustructure

As discussed on our Retail Teller page, if you are a small but growing financial organization with between 1,000 and 10,000 members and growing transaction volumes, the idea of different software user groups or roles might be appealing. This is what our Retail Teller and Product Specialist Banker user groups and role based security architecture are all about.

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..