Thank you for attending today’s session! To help us continue to provide the best possible training for your credit union, please take a moment to let us know how well today’s session has met your expectations.
Check out Custom Training Edition (CTE): a simulated training environment that mirrors your live environment, with your own member accounts, products, and services. Learn More
Thank you for attending today’s session! To help us continue to provide the best possible training for your credit union, please take a moment to let us know how well today’s session has met your expectations.
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At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to contact, we recommend that you get started by reaching out to either the Client Services Team or the Network Services Team. The Client… Read more »
Join us for a Conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CBX. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history. Also… Read more »
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 October! Monday, October 5 Xpress Teller Techniques 9:30 AM – 11:00 AM ET Register for Web Conference It’s Me 247 Online Banking 2:00 PM… Read more »
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 »
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 »
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 »
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »
Xpress Teller Techniques offers a detailed look at the functions available in the core that assist staff in delivering superior service to members. Designed for new and existing tellers, 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 completion of… Read more »
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 »
More related in Category: **Home** Client News CU*Answers Education Or Tag: Education Education Spotlight online self-processing
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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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
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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