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… Read more »
Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates? During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »
Skip-a-Pay gives credit union members the opportunity to catch up on bills, save extra shopping funds, plan a vacation or support other financial needs. During this month’s Learning Café session, Ashley Melder and Beth Barron will discuss how to build and configure a Skip-a-Pay program, allowing you to offer this option to your own members. … Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group will discuss topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in March! Thursday, March 2 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started Need help with… Read more »
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group will discuss topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the… Read more »
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
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… Read more »
Take a look back at some important topics from the first half of December 2024! View Topics
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
