SE.MSD Member Services Training Day

Teller / Member Service

Summary

This Client Services and Education program is geared towards both MSR's and experienced staff seeking information regarding the Member Service functions in CU*BASE.

Audience

New and experienced MSRs

Topics

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

Course Offerings Schedule

Member Services Training Day