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
Objectives
By the completion of this course, participants will be able to:
- Process basic member requests
- List tips on navigating the CU*BASE Teller Processing system
- Identify tools and skills required to be a complete financial service representative working the teller line
- Explain member service workflow options
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
