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

Tuesday, March 21

1:00 PM – 4:30 PM ET

Register Today

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming April 10 – 13!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, April 10 3:30 PM – 5:00 PM ET Data Warehouse Tools & Strategies Register for classroom session Register for web conference   Tuesday, April 11… Read more »

Mar 27, 2023

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group will discuss 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… Read more »

Mar 21, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates?  During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »

Mar 13, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates?  During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »

Mar 2, 2023

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group will discuss 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… Read more »

Mar 1, 2023

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

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

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 March!   Thursday, March 2 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »

Feb 21, 2023