Client Services and Education
Summary
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms in relations when closing membership and accounts.
Audience
This course is designed for any member service representative whether they are a new or an existing.
Objectives
By the completion of this course, participants will be able to:
- Navigate Tool #22 Close Memberships/Accounts
- Navigate CU*Forms in conjunction with Close Memberships and Accounts
Topics
This course covers the following topics:
- Closing Membership
- Closing Sub-Accounts
- Redeeming Certificates of Deposits
- Closing Process using Teller Tools and/or Phone Operator
- Creating Forms
