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, January 19

1:00 PM – 4:30 PM ET

Register Today

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, February 23 2:00 PM – 2:30 PM ET This Month’s Focus The ‘Conversations On’ Series CU*Answers’ new Conversations On series takes focus groups to a whole new level by dialing into specific topics, including credit union core disciplines, tools for members and employees, and current hot topics that people are buzzing about.  The goal… Read more »

Jan 27, 2023

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

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

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 February!   Thursday, February 2 3:00 PM – 3:30 PM ET Preparing for a Cybersecurity Incident Response Register for web conference   Monday,… Read more »

Jan 23, 2023

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 »

Jan 3, 2023

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

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

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 January!   Wednesday, January 11 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference   3:00 PM –… Read more »

Dec 22, 2022

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming January 23 – 26!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, January 23 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for classroom session Register for web conference   3:00 PM… Read more »

Dec 21, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, December 20 1:30 PM – 2:00 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: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… Read more »

Dec 16, 2022