The CU*Answers Education Team will be hosting a series of educational events throughout July! These popular half-day training events typically begin around 1:00 PM ET, which isn’t always easy for our credit union partners located in the western region. Because of this, we’re offering sessions later in the day that we hope will be more convenient for your staff.
Join us next week for Standard Teller Training Day – check out the details below and click the button to register!
Standard Teller Training Day
This session will explore a day in the life of a Teller and 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
Monday, July 21
3:00 PM – 7:00 PM ET
