SE.MSD Member Services Training Day

Teller / Member Service

Summary

Join the Client Services and 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 CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history.

Audience

New and experienced MSRs

Topics

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

Course Offerings Schedule

Member Services Training Day