The Education Report

March 2021

Enroll For

Classes

Education Opportunities

CU*Answers understands that not every training approach will work best for every credit union; therefore, we pride ourselves in offering a variety of training methods that accommodate the preferences of our clients from coast to coast! Our team not only provides a bevy of training styles to best fit your needs, we provide all basic training free of charge (the only exception is customized training, which incurs a nominal fee). The Client Services and Education Team encourages you to explore our various training methods!

This Client Services and Education program is geared towards both MSR’s and experienced staff seeking information about the Member Service functions in CU*BASE.

This Client Services and Education program is geared towards both newer Tellers and experienced staff seeking information about the Teller functions in CU*BASE.

Recent Review of Member Services Training Day:

Holly Hunter, from Parkside Credit Union, who attended the training stated, “I thoroughly enjoyed attending the Member Services Training Day hosted by CU*Answers. As the Training Manager of my credit union, this was a great opportunity for me to learn about some of the many tools and services available within CU*BASE. The webinar offered detailed explanations of various tools such as My Preferences, Phone Operator, Member Account Adjustment (coded), Member Personal Banker, and more. The trainer walked us through the processes of both opening a new membership as well as closing a membership. Being able to visually see the whole process step by step is invaluable for new staff members to better wrap their arms around these concepts. Overall, the webinar is very beneficial both for my new hire staff that are just beginning to learn the GOLD system, as well as longer term team members to further their development.”

March.03

3:00 PM ET

Education Express

Teller Balancing Best Practices

This course will focus on reviewing BOD/EOD Drawer balancing for tellers. This course will include common sources of teller offages, and how to go about researching and correcting these issues.

Join Stephanie Raven to learn more!

March.24

3:00PM ET

Learning Café

Dashboard Review

This course will focus on reviewing two commonly used dashboards within CU*BASE: Tool#552 New/Closed/All Accounts and Tool#553 New/Closed/All Memberships Dashboard. Join the Asterisk Intelligence team to learn more about the differences between these two dashboards, and how beneficial they can be for quality control at your Credit Union

Join Thomas Hull to learn more!

The CU*Answers OnDemand site is a growing library of CU*BASE training, special events, and multi-media presentations provided at no charge. Over 100 items are posted on the site, ranging from CU*BASE training to informative

regulatory-compliance reviews.

Have you checked out the Client Services and Education Store? There are a variety of products including Educational Resources like our CU*BASE Custom Training Edition (CTE) and our Exercises for Success Training Manuals.