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 live training, on-site conversion support, and self-service resources designed around how your credit union actually works. You won’t sit through generic webinars—you’ll get hands-on sessions tailored to your team.

Live Training
Your team doesn’t need a one-size-fits-all course. CU*NorthWest offers live, instructor-led training sessions built around your credit union’s actual workflows, staffing needs, and comfort level with the core banking system. Whether it’s a new hire who needs the basics or a seasoned team member learning a new module, we’ll meet you where you are.
What’s included
Custom training sessions
Tell us what your team needs, and we’ll build a session around it—from teller operations to lending workflows to back-office processes.
New staff onboarding
When you’ve got a new hire, you don’t have to figure out training on your own. We’ll walk them through the software so they’re productive from day one.
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.
Virtual and on-site options
Most sessions happen virtually, but when it makes sense, we can be there in person. You choose the format that works.
Topic-driven refreshers
If your team keeps calling about the same thing, that’s a signal. We can build a focused session around your most common questions.
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.
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.
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.
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.

