Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history.  Also on the agenda will be the process of opening and closing a teller drawer, performing research for teller offages, as well as best practices for posting transactions and opening new memberships and accounts.

Participants will explore the following areas:

  • Member Services: Account Inquiry and Phone Operator
  • Teller Techniques
  • Transaction Reversals and Fees, Tools #30 and #31
  • Teller Best Practices and Teller Offage Research
  • Online University
  • Exercise for Success
  • Show Me the Steps
  • OnDemand Videos
  • Registering for Courses

Join us on Monday, October 18 from 1:00 PM – 5:00 PM ET.

 

Register Today

 

These classes will not be covering credit union policy and procedures.  We highly recommend that participants also take the following online classes to be fully engaged with the subject matter:

  • CTM 200 Member Inquiry
  • CTM 201 Phone Operator
  • CTM 400 Teller Processing 1
  • CTM 401 Teller Processing 2

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, October 19 3:30 PM – 4:00 PM ET This Month’s Focus Online Banking “Jump” Controls Join the Client Services and Education team for a quick refresher of “Jump” features within Online Banking.  During this session, we will discuss the following: An overview of the “Jump” feature, sharing and highlighting CU*BASE Reference Material An explanation… Read more »

Oct 5, 2021

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Oct 4, 2021

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »

Sep 29, 2021

Take a Look at the CU*Answers University Courses for October!

Take a Look at the CU*Answers University Courses for October!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in October!   Monday, October 4 1:30 PM – 2:30 PM ET Using CU*BASE tools for Bank Secrecy Act (BSA) Compliance Register for classroom… Read more »

Sep 21, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, September 8 4:00 PM – 4:30 PM ET This Month’s Focus Monthly Statement Deadlines For Sage Direct clients, the Statement Insert/Mailing Instruction screen is key for coordinating your paper inserts smoothly.  Missing the deadline of the 10th may cause your statement mailing to be delayed.  This may also result in a late fine from… Read more »

Aug 24, 2021

Take a Look at the CU*Answers University Courses for September!

Take a Look at the CU*Answers University Courses for September!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in September!   Thursday, September 2 10:30 AM – 11:30 AM ET Member Service Trackers, Leads, and Follow-ups Register for web conference   Tuesday,… Read more »

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CU*Answers offers four University Weeks

CU*Answers shows its commitment to ongoing client training by hosting University Weeks, which consist of a variety of web conferences and classroom courses condensed into a week-long period (Monday through Friday). These weeks are offered once a quarter. Lani Lowing, Client Services and Education Team Lead, stated “I am happy to announce that the 3rd […]

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