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2026 Education Spotlight – Head Teller Vault/Change Fund Management
The Head Teller Vault/Change Fund Management course covers the process of selling, buying, and transferring cash to and from both the bank and tellers. This course will cover tips on balancing the vault and helping tellers balance cash drawers. We’ll also bring special attention to member-correction and teller-line adjustments. By the completion of this course,… Read more »
AuditLink Invites You to Join a Conversation on Fraud!
Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. We invite… Read more »
Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers
For all 1Click Offer users in the network, Lender*VP would like to remind you of the following recommendations prior to sending out offers to members: Before you run your batch flood to your membership, it is important to run a test offer. This is done in a similar manner as defining your offer, but instead… Read more »
2026 Education Spotlight – Standard Teller Techniques
During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. By the… Read more »
Lending Communications are Easier Than Ever with CU*Chat!
Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »
Learn All About Updates Coming Soon to Interest-Only Loans!
Does your credit union offer Interest-Only Loans through CBX? Join our upcoming webinar as we discuss enhancements to Interest-Only Loans that will be rolling out later this summer! We’ll detail the changes that are being implemented and how your credit union should prepare for these enhancements. Click the button below to register! Wednesday, June 24th 3:00… Read more »
Two for Tuesday with CEO Geoff Johnson – 6/16/2026
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
In Case You Missed It – Early June 2026
Take a look back at some important topics from the first half of June 2026: Make the Most of Your Credit Union’s Initiatives with Strategic Release Management! Check Out the Latest Project Deployments Conversations On Education – Financial Literacy May Owner’s View Monthly Recap Accelerate Card Usage with Digital Wallet Provisioning! SSAE SOC 1 Reports… Read more »
Need to Clean Up Your AnswerBook Contacts?
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
What’s the Latest from Lender*VP? A Quick Look at Hot Topics in Lending
Current Hot Topics in Lending. If you missed our recent announcements, check out our handy recap in this edition of the Lender*VP Newsletter! Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at CU*Answers’ Grand Rapids headquarters! This in-person event is designed for credit union leaders and teams focused… Read more »
2026 Education Spotlight
Join us for the next 2026 Education Spotlight on General Ledger Tools. Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? Click the button below to register for our upcoming session. Learn More
Get Ready for the Next Collections Roundtable
Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now
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