Conversations on Education

Conversations on Education

Conversations on Education

Participants join this Conversations On… Group:

  • To obtain new resources and inspiration for ways to educate their members, staff, and communities.
  • To gain knowledge on how other financial institutions are training their member service staff.
  • To obtain insight into what other CU*BASE credit unions are utilizing for training and on-going development of employees.
  • To brainstorm ideas on how to teach through different means (virtual, in person, recorded videos, etc.)
  • To learn as much about CU*BASE to better their member service experience.

The Client Services and Education Team invites you to join the network of CUSO Educators and become an active participant in our initiative to spread awareness of CU*BASE Tips and Tricks that will make everyday transactions/activities easier for your staff. This group is designed specifically for credit union education coordinators and trainers. We’ll discuss how to set up an education plan and calendar, best practice techniques for new employees, improving existing employee skills, and how to take advantage of all available resources to help better understand our products and services.

Upcoming Events

Date Time Topic Register
Wed, March 6th, 2024 2:00 PM – 3:00 PM ET Designing an Education Plan for New Hires Register Now
Wed, May 22nd, 2024 3:00 PM – 4:00 PM ET Encouraging a Teamwork Mentality with CU Staff Register Now
Wed, August 7th, 2024 3:00 PM – 4:00 PM ET Custom Training Edition (CTE) Register Now
Wed, Nov 20th, 2024 3:00 PM – 4:00 PM ET TBD

These events will be held quarterly in a virtual setting (Zoom). However, if you are interested in meeting monthly, please register for our Mailing List to receive Exclusive Training Material delivered by our Certified Trainers and network partners.

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Updated
February 23, 2024

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

Join Us for CU*BASE 22.05 Release Training!

Join Us for CU*BASE 22.05 Release Training!

CU*BASE 22.05 is coming soon – join one of our upcoming release training sessions! The 22.05 release of CU*BASE will be arriving on May 15th for Online and Site-Four clients, and on May 22nd for Self-Processing credit unions.  CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… Read more »

Apr 22, 2022

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, 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 »

Mar 21, 2022

CU*Answers continues to innovate with Teller Training Day

CU*Answers, the West-Michigan based cooperative CUSO, invited clients to attend their Teller Training Day. This class is a 4-hour web conference training course covering topics including teller processing, how to perform teller reversals, and teller balancing research. Lani Lowing, Education Team Lead stated, “We had 49 participants join this course. What an excellent opportunity for […]

Mar 14, 2022