SE.TM Standard Teller Training Day

Teller / Member Service


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.


New and experienced Tellers/MSRs


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


  • 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