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2026 Education Spotlight – Xpress Teller Techniques
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 »
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 »
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 »
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 »
Quick Tips from CU*Answers Education – Have You Whitelisted our Email Address?
To keep you up-to-date and help support your team’s ongoing training goals, we encourage all clients to review and make sure that the following email address is whitelisted for your organization: no-reply@notifications.cutrainingonline.com. When users select the “Forgot Password” option in CU*Answers Online University, this address is where the reset instructions will be delivered from. If… Read more »
Have You Heard About Custom Training Edition? Join Us for a Free Demo!
We’re saving you a seat! Join our upcoming webinar to learn about Custom Training Edition (CTE). CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your… Read more »
Take a Look at the CU*Answers University Courses for September!
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 September! Tuesday, September 1 CU*Forms Programming Workshop Trending Webinar Series! 3:00 PM – 4:00 PM ET Register for Web Conference Wednesday, September 2 Leadership… 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 – Introduction to General Ledger Tools
Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? By the completion of this course, participants will be able to: Identify daily reports that can be used in balancing and monitoring general… Read more »
Need to Update User IDs? It’s FREE and Easy!
Does your credit union need to add a new user ID or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Get Started For a list of current User IDs, you can review… Read more »
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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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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
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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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