Conversations on Education

Conversations On Education: Exercises for Success – Member Services

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 available to better understand our products and services.

The topic for our June session will be Exercises for Success – Member Services.  We will explore interactive material which allow participants to follow along in Bedrock Community Credit Union.  Prior to this session, participants will be asked to take the equivalent TLC courses/exams related to the subject material, which include the following:

  • CTM 100 – Welcome to CU*BASE GOLD
  • CTM 101 – CU*BASE Navigation
  • CTM 102 – Rate Inquiry, Loan Quoter, and the Timeout Window
  • CTM 200 – Member Inquiry
  • CTM 201 – Phone Operator
  • CTM 300 – Opening Memberships & Accounts

Interested in learning more?  Contact a member of our Education team.

Ready to register for this event?  Click the button below to sign up!

Wednesday, June 7th

3:00 PM – 4:30 PM

Register Today

Want to stay connected on all of our upcoming Conversations On Education topics?  Click here to visit our website and click the ‘Join our email group’ button to submit your information.

client services and education logo

Interested in joining conversations about other topics?  Visit our website to view all of our current groups.

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, June 6 2:00 PM – 2:30 PM ET This Month’s Focus Available Information on the CU*Answers Website CU*Answers Management Services is a group of branded services whose leaders focus on addressing issues regarding users, operations, strategy, and development.  These are the brands that add value for every CU*Answers client.  Our value proposition focuses on… Read more »

Jun 1, 2023

Conversations On Education: Exercises for Success – Member Services

Conversations On Education: Exercises for Success – Member Services

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 »

Jun 1, 2023

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 »

May 31, 2023

Conversations On Education: Exercises for Success – Member Services

Conversations On Education: Exercises for Success – Member Services

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 24, 2023

Conversations On Education: Summer 2023 Events – Exercises for Success

Conversations On Education: Summer 2023 Events – Exercises for Success

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 23, 2023

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

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

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 June!   Monday, June 5 3:30 PM – 4:30 PM ET Providing First-Class Customer Service to Members Register for web conference   Tuesday,… Read more »

May 18, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Friday, May 26 3:30 PM – 4:00 PM ET This Month’s Focus Statement Insert Reminders The monthly Statement Insert Reminder helps your credit union stay on track with deadlines and details on preparing your Statement Message Inserts and eStatements for members.  The Statement Insert Reminder also includes additional information for Statement Onserts, Statement Mailing and… Read more »

May 15, 2023

Conversations On Education: Here’s What We’ve Accomplished As of May 2023

Conversations On Education: Here’s What We’ve Accomplished As of May 2023

Have you joined our Conversations on Education yet?  Check out what we’ve accomplished since we launched this initiative earlier this year! The first Conversations On Education event was hosted in March of 2023.  Our next event will take place within the next two months – for more details and to stay in the loop on… Read more »

May 4, 2023