Contact Education
Have questions? Contact the Education Team!
Contact Us
For credit union staff who prefer learning at their own pace and on their own schedule, CU*Answers University offers online training resources that cover a multitude of topics related to CBX, soft skills, and compliance. From video tutorials to courses available through the CU*Answers University online campus, there is something for everyone. Following is a complete list of online training resources.
Booklets and Documentation
AnswerBook
This online database includes thousands of questions and answers about CBX and is a very popular resource among clients seeking to learn more about CBX. Each time an Education team member receives a client question, they document the answer in AnswerBook.
Access AnswerBook
CBX Reference Materials
This site includes booklets on various CBX-related topics and is an excellent resource for staff who are looking to become more familiar with a particular CBX feature or tool.
CBX Reference Materials
It’s Me 247 Reference Resources
This site includes reference materials related to It’s Me 247 Online, Mobile, and Text Banking. The site also includes documentation on related products such as eStatements, online membership applications, and the various online bill pay options that CU*Answers offers. Access It’s Me 247 reference materials.
It’s Me 247 Reference Resources
Online Help
CBX Help
One of the most widely used training resources offered to CU*Answers clients, this robust and comprehensive online help system includes a topic that corresponds to each of the thousands of screens that make up CBX. This library of CBX-related information helps clients become power users of CCB. Visit CBX Help to access this resource.
It’s Me 247 Online Help
Designed for members using It’s Me 247 Online Banking, this resource is also helpful to credit union staff seeking to gain a deeper knowledge of online banking. It’s Me 247 online help includes a section of frequently asked questions about It’s Me 247 as well as tips for completing various tasks within online banking such as opening a new account, personalizing online banking pages, and adding security features to online banking.
It’s Me 247 Online Help
Show Me the Steps
This how-to help system provides simple step-by-step instructions to help clients complete various tasks in CBX. It also includes an extensive video library with close to 200 video tutorials for those who learn best by seeing the software in action.
Show Me the Steps
Videos
As part of the CU*Answers Presence over Video (POV) initiative, which aims to improve client communication and training through video, CU*Answers has developed an extensive library of video resources, which are outlined below and on the following page.
Cybersecurity Literacy For Credit Union Directors
CU*Answers knows cybersecurity adds to an already heavy burden on credit union directors. Watch this comprehensive video, also available in DVD format, to learn about core concepts related to cybersecurity. The video even includes a test to assess your knowledge.
Cybersecurity Literacy Resources
Financial Literacy Series for Credit Union Board Directors
This series of 12 videos, also available in DVD format, is geared toward those new to the role of credit union board director. It even includes tests for participants to assess what they’ve learned.
Financial Literacy Resources
It’s Me 247 How-To Video Series
Although this video series is designed for members, it’s an excellent resource for new staff unfamiliar with It’s Me 247 Online Banking and the various online bill pay options that CU*Answers offers. The videos explain how to perform tasks in Online Banking and Online Bill Pay.
It’s Me 247 How-To Videos
OnDemand
Providing access to hundreds of videos, the CU*Answers OnDemand site is the main repository for videos on CBX and related products and services. The site includes CBX how-to videos, release training webinar recordings, online banking tutorials, client and member marketing videos, CU*Answers training event videos, and more!
CU*Answers OnDemand site
Show Me the Steps Video Tutorials
A how-to companion to CBX Help, Show Me the Steps offers close to 200 video tutorials that show clients the ins and outs of CBX. With videos on everything from back-office functions to lending tools, the Show Me the Steps video library has a video to answer any question a CBX user may have. The collection of videos also includes tutorials on member self-service products such as It’s Me 247 Online Banking and the CU*Answers mobile banking app.
Show Me the Steps Video Tutorials
