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 extend 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
May 21, 2020

CU*Answers announces monthly Education Express and Learning Café offerings

CU*Answers schedules hundreds of training sessions throughout the year including two hot programs: Education Express and Learning Cafe. “Studies have proven that the incentive to learn is at peak when a topic is current, critical, and commands attention,” said Laura Welch-Vilker, VP of Clients Services and Education. In response to the need for education at […]

Mar 6, 2020

CU*Answers Client Services and Education Team adds newest team member Abigail Mater

West Michigan-based cooperative CUSO CU*Answers recently announced that the Client Services and Education Team has hired Abigail Mater as the new receptionist/administrative assistant. Laura Welch-Vilker, VP of Client Services and Education, said: “We look forward to how our newest addition will strengthen the team. She has proven to be a quicker learner and is doing […]

Feb 5, 2020

CU*Answers publishes updated versions of Exercises of Success booklets

West Michigan-based cooperative CUSO CU*Answers recently published updated versions of three Exercise for Success booklets. The booklets cover topics related to member service, teller, and loan processes for CU*BASE®. Updated booklets can be downloaded through the CU*Answers Client Services and Education store page. These documents allow the Client Services and Education team to provide additional […]

Jan 27, 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 »

Jan 21, 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 »

Jan 20, 2020