Client Services & Education

Contact Client Services & Education

Have questions? Contact the Client Services & Education Team!
Contact Us

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.

Client Services Brochure

Client Service Flyer

Visit the Education Resources of CU*Answers

 

   

See what Client Services & Education has to offer!

Client Services & Education products are now available to order in the store.

Shop Client Services & Education

Updated
December 2, 2021

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