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

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Upcoming Events

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. Register Today!

August.17 10:00AM ET Education Express   It's My Biz 247 - Business Online Banking Overview This course covers the configuration, setup and use of It’s My Biz 247, business online banking. It also covers the security tool that can be used by businesses to control access to It’s My Biz 247 that is called PIB MLO (multi-user logon). If you are familiar with It’s Me 247, the standard online banking product for members, learning how to use It’s My Biz 247 will be easy, as the business version is very similar to the member version. Join Keegan Daniel to learn more!  Registration August.13  3:00PM ET Learning Café A2A Transfers Account-to-Account (A2A) transfers allow transfers between credit union accounts and accounts at other institutions. Members can initiate transfers from It's Me 247 or credit union employees can use CU*BASE Phone Operator. This course deals more with the configuration of the product and is designed for credit unions that need assistance with the setup and use of A2A transfers for their credit union. Join Nadine Thomas 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.

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