Does your credit union have a new Statement Coordinator? A statement coordinator is responsible for updating the monthly/quarterly statement messages and insert instructions through CU*BASE. This person also assumes responsibility for coordinating statement audits between CU*Answers and your statement vendor. Be sure to check out who is named as your Statement Coordinator in CU*BASE Tool #1008.
Click Here to Submit Your Profile
Being “in the know” is key in today’s market. That’s why CU*Answers is asking each credit union in our network to use CU*BASE Tool #1008, to provide us with current information for your leadership and emerging leaders. While you are reviewing your Statement Coordinator, why not use the opportunity to audit and update your staff profile? CU*Answers makes it easy!
- Download the Defining Roles in Your CU*BASE Staff Profile PDF.
- Pencil in the people who should be assigned to each role.
- Use the button above to submit your profile.
Once your profile is complete, an AnswerBook ticket is generated. CU*Answers Client Services then updates CU*BASE and completes the process. Updating your staff profile is easy and keeps you connected with owners at the right times for the right reasons!
