The CU*Answers Education Team invites you to join us for a series of events coming in July! These popular half-day training events usually begin around 1:00 PM ET, which isn’t always easy for our credit union partners located in the western region. This summer, we’re presenting options that we hope will be more convenient for your staff. Click the buttons below to register for any/all events that you and your staff wish to attend!
Member Services Training Day
This event will explore a day in the life of a Member Service Representative. This course is geared toward new 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
Monday, July 14
3:00 PM – 6:30 PM ET
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
Xpress Teller Training Day
Join us for a dive into Xpress Teller, as we take a detailed look at the functions available in CU*BASE that assist staff in delivering superior service to members. We’ll explore service examples and tips that allow users to work with almost any member request, without leaving the teller processing area. This course is designed for any/all tellers, regardless of how long they have been working in a teller role.
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 28
3:00 PM – 7:00 PM ET
