RETAIL TELLER

Easy To Use & Fast Teller Transaction Screens

  • STREAMLINED TRANACTIONS
  • CASH, CHECKS & ACH
  • SECURITY

Regardless of whether you are large private fund or mortgage pool, or whether you are a small bank or credit union - if you have over a few thousand (up to perhaps 10,000) Members, Depositors and/or Shareholders - then fast, secure teller transactions, in a retail setting, is something you need to manage. This is what the LLC Fund Manager Retail Teller screen is all about.

Designed to work along side our Product Specialist Banker screens and functionality, and combined with our Microsoft© role based security architecture, the LLC Fund Manager software platform is a terrific solution for those organizations that have outgrown their antiquated custom built solutions, and are too small for the big bank, enterprise systems.

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..

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