How can document management software streamline customer interactions with tellers?
Aside from processing checks and deposits, what other tasks do tellers commonly perform?
Who is considered "front-line” staff at a bank?
Which departments are heavy users of the core?
The office manager for a business asked us to stop payment on a check signed by the business’s treasurer. Can we accept this stop order?
We missed a stop payment and paid the check two days ago. Can we still return the check?
Can a depositor stop payment on a check that overdraws her account?
Would it be smart to seek out beneficiaries and/or successor custodians to reduce your abandoned property burden...or would that create a GLBA privacy violation?
Do any financial institutions require annual competency tests for front line staff? We have a teller over 70 that doesn't realize her capabilities are declining. This has become more evident since our bank went to teller capture 18+ months ago. We don't want to get in trouble for age discrimination.
Are there document management systems that provide document access for our tellers?