Happy 50th Anniversary CU*Answers! Education Report April 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!

April.13 3:00PM ET Education Express   Tracker Training  Join the Manager of the Collections and Conversion Contact Center Team to learn more about using Member Trackers in CU*BASE. The Member Trackers system is a helpful and easy-to-use tool to help credit union staff keep on top of important member requests and issues. Tracker records can contain reminders to contact a member, follow-up on payments due, schedule an appointment, and more. Encourage multiple team members to join us for this free overview as Member Trackers can be used by any Credit Union Department ranging from the Teller Line to the Back Office Team. Join Jerry Collins to learn more!  Registration April.28  10:00AM ET Learning Café On-Demand ACH Posting Do you have members requesting to post their paycheck to their account a day early? Use the CU*BASE on-demand one-time posting feature. Once activated, your employee can post your member’s pending deposit by selecting the GO! button above the ACH column in Phone Operator and then selecting the pending transaction. Join the Client Services and Education Team to learn more about how this feature works and how to get started with your CU*BASE Configuration.  Join Cindy Stevens 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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