Skip to content

Freedom Credit Union Selects Teller Management System™ to Help Improve Member Service During Peak Transaction Times

March 27, 2013

Alpharetta, GA (PRWEB) March 25, 2013

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Freedom Credit Union (Freedom CU) has adopted FMSI’s Teller Management System™ (TMS).  The $623 million Pennsylvania-based financial institution will improve member service by aligning the right number of branch staff during peak transaction times, and will also increase individual teller accountability with detailed teller performance reports.

“To improve service and limit member wait times we want to properly increase our teller line staffing levels precisely when activity is the highest, “says Victor Derrick, Vice President, Member Services at Freedom Credit Union. “FMSI’s Teller Management SystemTM gives us critical insight on what time our member transaction activity is going to be the busiest, which translates into exactly when we need to schedule our part-time tellers.”

FMSI’s Teller Management System™ addresses the concerns of today’s financial institutions: keeping down expenses while improving service levels in the branches. Through the collection and then preparation of teller transaction data from an institution’s core system, TMS quickly empowers management teams with easy to read and actionable business intelligence.

“FMSI’s solution also provides us with detailed individual teller productivity reports,” adds Derrick.  “Having objective supporting data leads to more targeted coaching opportunities.  It also keeps the conversations constructive and results oriented, a process the tellers appreciate because they know precisely what is expected from them.”

“Maintaining teller staffing at the ideal level to ensure customer satisfaction can sometimes be a very credit union specific decision,” says W. Michael Scott, President/CEO of FMSI. “Without accurate information, most financial institutions are not equipped to make a proper evaluation. With more than 20 years of experience helping banks and credit unions improve the productivity of their staff, our unique solutions for measuring and forecasting transaction volumes regularly reveal areas for better service and increased productivity.”

About Freedom Credit Union
Freedom Credit Union has been a trusted financial partner in the Philadelphia area since 1934. We are a not-for-profit organization offering better rates, fewer fees, helpful service and expert advice.  Learn more at

About Financial Management Solutions, Inc. (FMSI)
Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, business intelligence systems – The Teller Management System™ (TMS), The ContactCenter Management System™ (CMS), and the Lobby Tracking System™ (LTS)—that allow financial institutions to manage and staff to meet their service and sales needs. FMSI gives banks and credit unions the ability to schedule their team throughout the branch network, and to manage staff through easy to read color graphics, online interactive dashboards, and succinct management reports. FMSI provides performance management information exclusively to financial institutions of all sizes. Visit the company’s website at or call 877.887.3022 to schedule a complimentary online demonstration of any of our products.

No comments yet

Leave a Reply

%d bloggers like this: