Client Services and Education
Summary
Both an introduction and a refresher for users, this course concentrates on the tools that allow the user to be prepared to answer member inquiries of any type. Users are taught how working with existing accounts relates to the core. If you have ever been stumped by members or auditors or have ever had basic research problems on your member database, this course is a must.
Audience
This course is designed for all credit union employees.
Objectives
By the completion of this course, participants will be able to:
- Explain the differences between Account Inquiry and Phone Operator
- Use Account Inquiry to view membership and account data
- Process general member requests such as stop payments, comments, and transfers
- Process requests, including making address changes, disbursing checks, and printing payoffs
Topics
This course covers the following topics:
- Account Inquiry structure
- Viewing account suffixes
- Phone Operator structure
- Using action codes
- Using Inquiry to search for closed accounts
- Accessing teller, member service, and lending tools
