Join the Client Services and Education Team as we explore a day in the life of a 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.
Participants will explore the following areas:
- Member Services: Account Inquiry and Phone Operator
- Online University
- Exercise for Success
- Show Me the Steps
- OnDemand Videos
- Registering for Courses
Credit unions can follow along in Bedrock Training Credit Union. If you need to reset your password, please reach out via AnswerBook for assistance.
Thursday, November 7th
1:00 PM – 4:30 PM ET
