Do You Have a New Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a 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.

Participants will explore the following areas:

  • Member Services: Account Inquiry and Phone Operator
  • Online University
  • Exercise for Success
  • Show Me the Steps
  • OnDemand Videos
  • Registering for Courses

Thursday, November 17

1:00 PM – 5:00 PM ET

Register Today

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

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

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 December!   Friday, December 2 10:00 AM – 11:00 AM ET Conflict Resolution in the Workplace Register for web conference   3:00 PM… Read more »

Nov 16, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, November 23 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices.  During this session, Cindy will discuss topics including: Tax Forms Handling, Tool #916 Verifying shares and certificates (1099 INT reporting) Verifying loan… Read more »

Nov 4, 2022

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

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

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 November!   Tuesday, November 8 3:30 PM – 4:30 PM ET 5300 Tools: Call Report Techniques from Xtend SRS Register for web conference… Read more »

Oct 19, 2022

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 3, 2022

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!   Tuesday, October 11 3:00 PM – 4:00 PM ET Wrap Up Codes: Improving Your Member Phone Interactions Register for web conference… Read more »

Sep 19, 2022

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming October 3 – 7!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, October 3 9:30 AM – 11:00 AM ET Report Builder 1: Working with Computer-Stored Data for Reports and Inquiries Register for classroom session Register for… Read more »

Sep 19, 2022