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, 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
April 2, 2024

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, 2022

CU*Answers Client Services and Education Team adds more talent with Rachelle Gonzalez

The 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. Experience and determination alike drive Rachelle Gonzalez. With her background in various industries, she feels her new position presents “a good opportunity to learn and expand my knowledge of the […]

Feb 1, 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 »

Jan 27, 2022