Client Services and Education
Summary
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when opening memberships and accounts. The course also touches on using CU*Forms in relations when opening membership and accounts.
Audience
This course is designed for any member service representative whether they are a new or an existing.
Objectives
By the completion of this course, participants will be able to:
- Navigate Tool #3 Open/Maintain Memberships and Accounts
- Navigate CU*Forms in conjunction with Open/Maintain Memberships and Accounts
Topics
This course covers the following topics:
- Opening Membership
- Opening Sub-Accounts
- Opening Certificates of Deposits
- Setting up Overdraft Protection
- Creating Forms
- Photo ID capture
- Non-Member records
- New Household records
- Maintaining Memberships/Accounts using Tool 3, 15, 20 and 997
