Client Services & Education

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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
December 2, 2021

CU*Answers Client Services and Education team promotes from within

The West-Michigan based cooperative CUSO, CU*Answers, recently announced that receptionist/ administrative assistant Lauren Kincaid has been promoted to a client service representative. VP of Client Service and Education Laura Welch-Vilker said, “We are excited to share Lauren’s positive attitude and determination with our clients. She will be a great asset to the Client Services and […]

Jul 1, 2022

Tia Stanfield joins CU*Answers Client Services and Education

West Michigan-based cooperative CUSO CU*Answers recently announced that the Client Services and Education team has added another client services representative, Tia Stanfield. “With seven years of customer service experience, we are thrilled to welcome Tia to the Client Services and Education team here in Las Vegas,” said Manager Kasey Hawkins. “Tia feels that her biggest […]

Jul 1, 2022

CU*Answers Client Services and Education Team adds more talent with Rachel Almaguer

West Michigan-based cooperative CUSO CU*Answers is pleased to announce the Client Services and Education team has added another client services representative to its roster. Rachel Almaguer has many years of customer service experience and will now offer CU*BASE® software support from the CUSO’s Innovation Center in Las Vegas, NV, where she has been a local […]

Jul 1, 2022

CU*Answers releases new OnDemand videos

The West Michigan-based cooperative CUSO CU*Answers is excited to announce new video additions to its OnDemand video library, where clients can train at their own convenience. CU*Answers is a launching point for multimedia information and education and OnDemand is just one of these options. Lani Lowing, Education Team Lead of Client Services and Education said, […]

Jun 30, 2022

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 »

Jun 1, 2022