Your core support team.
Training that gets your team to confident, daily use.
Whether you're onboarding new staff, converting to a new core system, or just need a refresher, CU*NorthWest provides monthly webinars, virtual and on-site conversion support, and self-service resources, all built around how credit unions actually work.

Monthly Trainings
Each month we run live sessions on the core system topics your team uses most, like teller operations, member services, collections, and lending. The topics, dates, and times are all listed on the sign-up form, so your staff can join whatever fits, whether they're brand new or just want a refresher.
What’s included
Timely, Relevant Topics
Each session covers something your team relies on, from teller operations to lending to collections. The lineup stays current with how credit unions actually work.
Standing Monthly Schedule
Sessions run every month on a set calendar, so there's always an upcoming chance for your staff to jump in. Most topics come around more than once.
Flexible scheduling
We work around your team’s availability. Schedule a session when it makes sense for your branch—not when a generic calendar says so.
Easy Refreshers
Whether someone's new or just wants to sharpen up, these sessions are a low-pressure way to stay confident in the core system.
Training that’s actually useful.
We don’t believe in training for the sake of checking a box. Every session is designed around how your credit union actually uses the core system—not a generic walkthrough that leaves your team with more questions than answers.
Our trainers know CBX inside and out because they support it every day. They’ve seen what works and what trips people up, and they’ll bring that perspective to every session.
Custom Training
Need training built around your own team? Tell us what you need and we'll put together a session that fits, whether that's onboarding a new hire, teller workflows, or lending. Most sessions run over Zoom, which keeps them easy to schedule. We can also come to you on-site when that's the better fit. On-site visits carry an added cost, and we'll walk you through the details up front so there are no surprises.
Built Around Your Workflows
We start with what your team actually does day to day, then shape the session around it, from teller operations to lending to onboarding new staff.
Virtual or Onsite
Most sessions run over Zoom for easy scheduling. When in-person makes more sense, we can come to you. On-site visits carry an added cost, and we'll cover that with you first.
Scheduled Around You
We work with your team's availability and book sessions when they fit your branch, not when a generic calendar says so.
When your team learns the core system around the way they actually work, they get confident faster and call support less.
Self-Service Resources
Sometimes you just need to look something up. CU*NorthWest connects you to a full library of self-service training resources through the CU*Answers network, including on-demand video tutorials, documentation, and the CU*Answers University learning platform. These resources are available anytime and designed so your team can learn at their own pace.
What’s available
A structured learning platform with courses covering everything from basic system navigation to advanced reporting and configuration.
Short, focused videos your team can watch when they need a quick refresher—no scheduling required.
System documentation
Detailed how-to guides and reference materials for every major feature in the core system.
Release notes and updates
When something changes in the software, you’ll find clear documentation on what’s new and how it affects your workflows.
Self-service doesn’t mean you’re on your own.
These resources are here for the moments when your team wants to find an answer quickly without picking up the phone. But they’re not a replacement for the real support you get from CU*NorthWest.
If you can’t find what you need, or if a self-service resource raises more questions, our support team is one call away.
Conversion Training
Switching to a new core system is a big deal. CU*NorthWest doesn’t just hand you a login and wish you luck—we’re there with you from pre-conversion preparation through on-site training during cutover and follow-up support after you go live. Our training team works alongside the conversion team to make sure your staff is confident before, during, and after the switch.
How conversion training works
Pre-conversion preparation
Before your go-live date, we’ll start training your team on the core system so they’re not learning everything at once during the cutover.
On-site training during conversion
Our head trainer is on-site at your credit union during the conversion itself—there when your team has questions in real time, not available by phone three time zones away.
Role-based sessions
Tellers, loan officers, and back-office staff don’t all need the same training. We tailor sessions to each role so people learn what’s relevant to their daily work.
Post-go-live support
The first weeks after a conversion are when questions really start. We stay connected and available for follow-up sessions as your team settles into the new system.
You’ll know someone on our team before day one
One of the things credit unions consistently tell us is that the training relationship matters. When you convert with CU*NorthWest, you’ll work with the same trainer throughout the process—someone who learns your team, your workflows, and your questions.
That relationship doesn’t end at go-live. When you call in after the conversion, you’re talking to people who already know your credit union.
Training FAQs
Still have questions? Talk to a CBX specialist
Can I request training on a specific topic for my team?
Yes. Every live training session is built around what your team actually needs. Tell us the topic—whether it’s teller operations, lending workflows, back-office reporting, or anything else in the core system—and we’ll design a session for you. There’s no set curriculum you have to follow.
What does training look like during a core conversion?
Our training team is involved well before your go-live date. We start with pre-conversion preparation so your staff isn’t learning everything at once. During the cutover itself, our head trainer is on-site at your credit union providing hands-on support. After you go live, we stay available for follow-up sessions as your team settles in.
Do you offer virtual training, or is it all on-site?
Both. Most custom training sessions happen virtually, which makes it easy to schedule around your team’s availability. On-site training is available when it makes sense—especially during core conversions. You choose the format that works for your credit union.
How do I access self-service training resources?
CU*NorthWest connects you to the CU*Answers University learning platform and a library of on-demand training videos and documentation. These resources are available anytime. If you can’t find what you’re looking for, our support team can point you in the right direction or schedule a live session.
What if I have new staff who need to learn the core system?
Just let us know. We’ll set up a training session tailored to their role—whether they’re a teller, loan officer, or back-office team member. You don’t have to wait for a scheduled class. We’ll work around your timeline to get new hires up to speed quickly.
Ready to get your team up to speed?
Whether you’re planning a conversion, onboarding new staff, or just want your team to get more out of the system, we’re here to help. Let’s talk about what training looks like for your credit union.

