Do You Have a New Member Service Representative?


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

Tuesday, May 17

10:00 AM – 2:00 PM PT