Client Services and Education
Summary
Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union.
Audience
This course is designed for credit union leaders and other staff members responsible for the management and delivery of credit union online banking products.
Objectives
By the completion of this course, participants will be able to:
- Explain online banking from the member’s perspective
- Explain how to best promote audio and online banking to credit union members
- Use online banking as an additional delivery channel for all credit union services
- List online banking configuration options
- Set up Internet member services for delivery to members
Topics
- Online banking features, fees, and optional services
- Security features and strong passwords
- Internet member services
- Share, CD, and loan rate board
- Selling products online
- Membership and loan applications
- Contact request and personal information update
- A2A transfers
- Online ballots
- Analyzing audio/online banking usage statistics
- CU*Answers marketing assistance
- OTB products available online
- “See” and “Jump” functionality
