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Education News

Two for Tuesday 

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Standard Teller Techniques 

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

Join Us for CEO Strategies 2026 

Join Us for CEO Strategies 2026

Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now

Take a Look at the CU*Answers University Courses for September! 

Take a Look at the CU*Answers University Courses for September!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More

Custom Services New Name 

Custom Services New Name

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Take a Look at the CU*Answers University Courses for October!

Take a Look at the CU*Answers University Courses for October!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in October!   Monday, October 5 Xpress Teller Techniques 9:30 AM – 11:00 AM ET Register for Web Conference   It’s Me 247 Online Banking 2:00 PM… Read more »

Client NewsCU*AnswersCU*Answers UniversityEducation
Sep 21, 2026

Need to Clean Up Your AnswerBook Contacts?

Need to Clean Up Your AnswerBook Contacts?

Has your credit union recently reviewed your current users in AnswerBook?  Has your credit union ensured all contact information is up-to-date?  To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »

Client NewsClient ServicesCU*AnswersEducation
Sep 14, 2026

2026 Education Spotlight – Closing Memberships/Accounts

2026 Education Spotlight – Closing Memberships/Accounts

This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »

Client NewsCU*AnswersEducation
Sep 11, 2026

2026 Education Spotlight – Head Teller Vault/Change Fund Management

2026 Education Spotlight – Head Teller Vault/Change Fund Management

The Head Teller Vault/Change Fund Management course covers the process of selling, buying, and transferring cash to and from both the bank and tellers. This course will cover tips on balancing the vault and helping tellers balance cash drawers. We’ll also bring special attention to member-correction and teller-line adjustments. By the completion of this course,… Read more »

Client NewsCU*AnswersEducation
Sep 10, 2026

Join Us for a Dive into Administrator Features Available in TLC!

Join Us for a Dive into Administrator Features Available in TLC!

If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »

Client NewsCU*AnswersEducation
Sep 10, 2026

2026 Education Spotlight – Xpress Teller Techniques

2026 Education Spotlight – Xpress Teller Techniques

Xpress Teller Techniques offers a detailed look at the functions available in the core that assist staff in delivering superior service to members. Designed for new and existing tellers, this course uses service examples and tips that allow users to work with almost any member request without leaving the teller-processing area. By the completion of… Read more »

Client NewsCU*AnswersEducation
Sep 9, 2026

2026 Education Spotlight – Opening Memberships/Accounts

2026 Education Spotlight – Opening Memberships/Accounts

This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when opening memberships and accounts. The course also touches on using CU*Forms when opening memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #3 Open/Maintain Memberships and Accounts…. Read more »

Client NewsCU*AnswersEducation
Sep 9, 2026

2026 Education Spotlight – It’s Me 247 Online Banking

2026 Education Spotlight – It’s Me 247 Online Banking

Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to: Explain online banking from the member’s perspective. Explain how to best promote audio… Read more »

Client NewsCU*AnswersEducation
Sep 3, 2026

2026 Education Spotlight – Standard Teller Techniques

2026 Education Spotlight – Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. By the… Read more »

Client NewsCU*AnswersEducation
Aug 27, 2026

Quick Tips from CU*Answers Education – Have You Whitelisted our Email Address?

Quick Tips from CU*Answers Education – Have You Whitelisted our Email Address?

To keep you up-to-date and help support your team’s ongoing training goals, we encourage all clients to review and make sure that the following email address is whitelisted for your organization: no-reply@notifications.cutrainingonline.com. When users select the “Forgot Password” option in CU*Answers Online University, this address is where the reset instructions will be delivered from. If… Read more »

Client NewsCU*AnswersEducation
Aug 26, 2026
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Conversations On…

Conversations On…

A new way to interact with your CUSO and your peers.  This new series will take traditional focus groups to a whole new level. Learn More

In Case You Missed It…

In Case You Missed It…

Take a look back at some important topics from the first half of September 2026! View Topics

1Click Autopilot

1Click Autopilot

Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
Learn More

Shop Now at the CU*Answers Online Store.

CBX Updates

The next CBX updates are currently scheduled for:

Online/Partner CUs
26.10  Oct. 25, 2026 (Sunday)
Self Processing CUs
26.10  

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  • CU*BASE 25.05 Release Updates
  • Reminder: ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
  • Reminder: ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
Standard Teller Techniques

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

Take a Look at the CU*Answers University Courses for September!

Take a Look at the CU*Answers University Courses for September!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More

Two for Tuesday

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

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