Join the 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 CBX. 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
Credit unions can follow along in Bedrock Training Credit Union. If you need to reset your password, please reach out via AnswerBook for assistance.
Tuesday, January 6
1:00 PM – 5:00 PM ET
The Education Team strives to make each client and staff interaction an opportunity to learn more about the tools of our network. Our Education Specialists reinforce the importance of the 5th Cooperative Principle of Education, Training, and Information. The purpose of the team is to guide users and build confidence in their ability to navigate and understand the system(s) they utilize.
