Opening a Membership Need a quick way to show your staff how they can create a new membership in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Printing Delinquency Notices Need a quick way to show your staff how they can print delinquency notices in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Printing Transaction History Need a quick way to show your staff how they can use Phone Operator in CU*BASE to print a member’s transaction history? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Searching for a Non-Member Need a quick way to show your staff how they can use Phone Operator in CU*BASE to search for a non-member? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Searching for an Account Need a quick way to show your staff how they can use Phone Operator in CU*BASE to search for a member’s account? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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Quoting Dividends Paid Need a quick way to show your staff how they can use Phone Operator in CU*BASE to view a member’s dividend and interest information from the previous year? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Quoting Average Balance Need a quick way to show your staff how they can use Phone Operator in CU*BASE to determine the average daily balance of a member’s account? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Posting a Miscellaneous Receipt Need a quick way to show your staff how they can use Phone Operator in CU*BASE to post a miscellaneous receipt? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Placing a Stop Pay Need a quick way to show your staff how they can use Phone Operator in CU*BASE to place a stop pay on a check? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Try it out, let us know what you think!
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Credit unions will work with IRSC and create custom online forms to be listed from your credit union website, mobile app, or from a banner within It’s Me 247 desktop, as well as It’s Me 247 Mobile Web. Learn More
The Client Services and Education Team now supports extra hours for our credit unions, from 7:30 AM ET until midnight!
