The Education Report

Happy 50th Anniversary CU*Answers! Education Report September 2020

Enroll For

Classes

References Documents

New Teller/Member Service Course!!

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 and account history. Also on the agenda will be the process of opening and closing a teller drawer, performing research for teller offages, as well as best practices for posting transactions and opening new memberships and accounts.

September.15

2:00 PM ET

Education Express

eSign

Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, have brought a new eSign experience for your members. These modern updates present an eSign experience that is unlike anything else on the market – a clearer, cleaner and more polished experience that reflects the way that members are now interacting with signing documents!

Join Kyle Karnes to learn more!

Registration

September.24

3:00PM ET

Learning Café

Dormancy

The CU*BASE Dormancy Monitoring system is designed to help you minimize the number of these accounts your credit union has, by detecting inactive memberships and bringing them to your attention every day. We will go over items including fees, waivers, and configurations in CU*BASE.

Join Monica Boguszewski to learn more!

Registration

Celebrating 50 Years!

In 2020, CU*Answers is celebrating its 50^th year in business. We’re excited to hear from our past and present clients, partners, peers, and employees. Together, we want to share the many stories from CU*Answers’ legacy and celebrate the successes, growth, trials, laughter, and accomplishments of the organization since 1970. We would love to hear your stories and see your photos and videos. Please join us in sharing your favorite memories with CU*Answers and our entire network in 2020!

Share a Memory

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.

Visit the Store

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