Client Services & Education

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Have questions? Contact the Client Services & Education Team!
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The Client Services and Education Team specializes in a number of areas. From the client perspective, we are the frontline for software questions, education and to some extent light consulting. It starts with daily phone and AnswerBook Support and continues with conversion training and support as well as the completion of many special projects throughout each month. In addition we add value for our internal teams through daily support and special project requests. We consider our partners part of our team as well, supporting them and their clients as we would our internal teams. The client service experience that we give is very important to our team and our organization, so we set and monitor our standards for client interactions and training.

Team Mission

The mission of the Client Services and Education Team is to give the assistance and training our clients and staff need to be successful. Our major area of focus is providing day-to-day support and development of our staff and clients through education.

Your success is our success.

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Updated
October 7, 2020

Presenting CU*BASE Custom Training Edition from Your Friends in Client Services and Education

Presenting CU*BASE Custom Training Edition from Your Friends in Client Services and Education

CU*BASE Custom Training Edition offers your team a safe environment to practice using CU*BASE tools, learn new skills and experiment with new features without any potential harm to your live member data.  Because this data is a copy of your actual files, both the product configurations and member accounts will be familiar to your staff… Read more »

Oct 16, 2020

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Keep an eye on your mailbox – we will be sending out copies of the 2021 Education Catalog later this month! Your credit union will receive one copy of the Education Catalog, which will be addressed to the Education Contact listed in your Customer Profile.  Don’t forget: if your Education Contact needs to be updated,… Read more »

Oct 8, 2020

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

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 call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Oct 2, 2020

Do You Have a New Teller or Member Service Representative?

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 »

Sep 2, 2020

Client Services and Education team promotes from within

The West-Michigan based cooperative CUSO, CU*Answers, recently announced that as of August 17, 2020, the Client Services and Education team has promoted Morgan VanEnk from a Client Services Representative I to a Client Services Representative II. Kasey Hawkins, assistant manager, said: “Morgan has done a phenomenal job since joining the Client Services and Education team […]

Sep 1, 2020

Learn All About AnswerBook with Our 9 NEW Videos!

Learn All About AnswerBook with Our 9 NEW Videos!

CU*Answers is excited to announce 9 NEW videos highlighting AnswerBook and the ways your credit union can utilize different features! Have new employees who are not familiar with AnswerBook?  Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate… Read more »

Jul 22, 2020

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

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 call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jul 15, 2020