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 Wednesday, February 16 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

Conversations On Education – Encouraging a Teamwork Mentality with Your Staff

Conversations On Education – Encouraging a Teamwork Mentality with Your Staff

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »

May 10, 2024

Conversations On Education – Encouraging a Teamwork Mentality with Your Staff

Conversations On Education – Encouraging a Teamwork Mentality with Your Staff

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »

Apr 5, 2024

Your Credit Union Has Questions, Our Teams are Here to Help!

Your Credit Union Has Questions, Our Teams are Here to Help!

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 contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Apr 3, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, April 10th 2:00 PM – 2:30 PM ET This Month’s Focus Introduction to AuditLink AuditLink’s mission is to aid credit unions in meeting regulatory guidelines and to mitigate risks associated with running a financial institution.  AuditLink can reduce the added work imposed by regulators, ease the pressures common to the execution of daily work,… Read more »

Apr 1, 2024

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner.  Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »

Mar 28, 2024

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

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

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 April!   Tuesday, April 2 3:30 PM – 4:30 PM ET Member Connect: Building a Communication Network within CU*BASE Register for web conference… Read more »

Mar 18, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 21st 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for March and April 2024 During our upcoming Education Express session, Cindy Stevens will detail Year-End items for March and April.  Topics covered will include: 5498 Forms Final verification of Coverdell contributions Don’t miss this FREE webinar! Sign Up

Mar 8, 2024