SE.TM Teller Training Day

Teller / Member Service

Summary

This Client Services and Education Program is geared towards both newer Tellers/MSRs and experienced staff seeking information about the Teller and Member Service functions in CU*BASE. 

Audience

New and experienced Tellers/MSRs

Topics

  • Member Services: Account Inquiry and Phone Operator 
  • Teller Techniques 
  • Transaction Reversals and fees Tool 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

Teller Training Day