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Do You Have a New Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, September 8 4:00 PM – 4:30 PM ET This Month’s Focus Monthly Statement Deadlines For Sage Direct clients, the Statement Insert/Mailing Instruction screen is key for coordinating your paper inserts smoothly. Missing the deadline of the 10th may cause your statement mailing to be delayed. This may also result in a late fine from… Read more »
Do You Have a New Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Take a Look at the CU*Answers University Courses for September!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in September! Thursday, September 2 10:30 AM – 11:30 AM ET Member Service Trackers, Leads, and Follow-ups Register for web conference Tuesday,… Read more »
CU*Answers offers four University Weeks
CU*Answers shows its commitment to ongoing client training by hosting University Weeks, which consist of a variety of web conferences and classroom courses condensed into a week-long period (Monday through Friday). These weeks are offered once a quarter. Lani Lowing, Client Services and Education Team Lead, stated “I am happy to announce that the 3rd […]
CU*Answers’ Education Report reaching hundreds
CU*Answers Client Service and Education Team delivers an Education Report to their clients on a monthly basis. This newsletter outlines training events which will be held in the coming month. Lani Lowing, Education Team Lead states, “since the release of the Education Report in December 2012 we have 411 clients that enjoy this Newsletter each […]
Need to Update CU*BASE User IDs? It’s FREE and Easy!
Does your credit union need to add a new user ID to CU*BASE 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. Click below to get started! Get Started
Do You Have a New Teller or Member Service Representative?
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 CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
How Do I Add or Remove CU*BASE Security Officers?
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
Join Us for a FREE Education Express Webinar!
Tuesday, August 10 3:30 PM – 4:00 PM ET This Month’s Focus Security Officer Training Join the Client Services and Education team to learn more about the responsibilities of being a CU*BASE Security Officer. During this Education Express session, we will discuss: How to assign or remove a Security Officer How to locate and complete… Read more »
Take a Look at the CU*Answers University Courses for August!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August!
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Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following.
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