Conversations on Education

Conversations on Education

Conversations on Education

Designed especially for credit union education coordinators and trainers, with this group we’ll talk about things like how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all of the resources available to learn about and understand our products and services.

We are excited for upcoming Conversations on Education Events that are scheduled for the Summer of 2023. Please refer to the details below:

In June 2023, join us for our Exercise for Success Event on Member Services.

In July 2023, join us for our Exercise for Success Event on Teller and another one on Xpress Teller.

In August 2023, join us for our Exercise for Success Event on Lending.

Each session will be hosted from 3:00 PM – 4:30 PM ET and includes interactive material that allows you to follow along in Bedrock Community Credit Union. Prior to the session, participants will be asked to take the equivalent TLC Courses/Exams related to the material. Interested in joining? Please refer to Client News for further instructions or contact a member of our Education Team for details.

Future events will also include in-person social networking events at our offices in Grand Rapids and Las Vegas, so stay tuned for invitations and more details soon!

Need Material for your Credit Union Training Plan?

Free Campus with Administrator Access

CU*Answers University offers a wealth of on-demand courses, both credit union specific and CU*BASE courses, all available at no charge through the CU*Answers University free online campus. To access on-demand courses, click the Network Links button in CU*BASE and select CU*Answers University. With administrator access to the free campus, online campus administrators can track learning progress, award certificates of completion, and design individual development plans.

Most Popular Courses in 2023:

  • CTM 101 – CU*BASE Navigation
  • CTM 100 – Welcome to CU*BASE Gold
  • CTM 200 – Member Inquiry
  • CTM 201 – Phone Operator
  • CTM 400 – Teller Processing 1

Interested in learning more? We offer CU*Answers/TLC Learning CU BASE Administrator Training once a month at no cost to you!

Simulated Training Environment

bedrock ccu brochure
customizded training brochure

Designed for use with CU*BASE simulated training environments, this workbook series offers new CU*BASE users practical experience with common CU*BASE tasks. The series comprises three workbooks that reinforce key areas of credit union operations: member service, teller processing, and lending. Each workbook includes helpful instructions that guide learners in selecting appropriate accounts for use while practicing the activities covered in the booklet. Activities are based on common member scenarios and are followed by a knowledge check that learners can use to gauge their progress. The workbooks can be downloaded as PDF booklets here:

 

Updated
May 25, 2023

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 »

May 31, 2023

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 »

Apr 4, 2023

How Do I Request Upload/Download Permissions for CU*BASE?

How Do I Request Upload/Download Permissions for CU*BASE?

Need to grant upload/download permissions in CU*BASE to one of your employees?  Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form.  You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »

Feb 10, 2023

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 »

Feb 1, 2023

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 »

Jan 3, 2023