Do your members have questions about their credit card accounts? We can help your staff gain a deeper understanding of the CBX tools that allow you to assist members!
Join us as we explore credit card accounts through Phone Operator and the Inquiry feature. We’ll also discuss the process of making payments and cash advances, and will highlight the “dos and don’ts” of making adjustments to credit card accounts.
By the completion of this course, participants will have:
- Discussed the features available in Phone Operator and Inquiry.
- Investigated the processes for making payments and cash advances.
- Discussed AFT set ups for credit card loans.
- Discussed how to identify the correct adjustment method to use.
- Investigated the impact on a credit card account when an adjustment is made.
- Reviewed the account history after an adjustment is performed.
Click the button below to sign up!
Thursday, March 5
3:30 PM – 4:30 PM ET
