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2026 Education Spotlight – Back Office ACH and Paper Payroll Processing
This course introduces participants to ACH processing. Participants learn how to enter, maintain, and track ACH information. Participants will also gain a basic understanding of ACH transfers and learn how to use ACH as a credit union settlement tool. By the completion of this course, participants will be able to: Explain how to develop an… Read more »
2026 Education Spotlight – Credit Union Checks and Accounts Payable
This course concentrates on issues related to printing and tracking credit union and vendor checks. Topics include setup and configuration of the accounts payable process, and check reconciliation options. By the completion of this course, participants will be able to: Explain the importance of using a database tool such as the accounts payable system to… Read more »
2026 Education Spotlight – Standard Teller Techniques
During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. By the… Read more »
2026 Education Spotlight – Head Teller Vault/Change Fund Management
The Head Teller Vault/Change Fund Management course covers the process of selling, buying, and transferring cash to and from both the bank and tellers. This course will cover tips on balancing the vault and helping tellers balance cash drawers. We’ll also bring special attention to member-correction and teller-line adjustments. By the completion of this course,… Read more »
2026 Education Spotlight – It’s Me 247 Online Banking
Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to: Explain online banking from the member’s perspective. Explain how to best promote audio… Read more »
Take a Look at the CU*Answers University Courses for April!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in April! Thursday, April 2 Member Connect: Building a Communication Network 9:30 AM – 10:30 AM ET Register for Web Conference Tuesday, April 7 Working… Read more »
2026 Education Spotlight – CU*Statements
The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement… Read more »
Need to Clean Up Your AnswerBook Contacts?
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
2026 Education Spotlight – Closing Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »
2026 Education Spotlight – Opening Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when opening memberships and accounts. The course also touches on using CU*Forms when opening memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #3 Open/Maintain Memberships and Accounts…. Read more »
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Take Advantage of the NEW 1Click Autopilot Program!
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
In Case You Missed It…
Take a look back at some important topics from the first half of March 2026! View Topics
Conversations On…
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
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