The topics range from front line basics, which is an interactive course teaching teller fundamentals and professional member service; to managing member accounts, outlining tips and basic tools for staying connected to members via new technology; to call center service skills, offering techniques for relating with members and dealing with repetitive tasks; to transitioning to trainer II, which builds on base knowledge, including adult learning theory, multisensory learning and motivation.
For more information on other courses added to CUNA's CPDOnline catalog visit training.cuna.org, and select the CPDOnline link.
O Bee Offers Check-Up
O Bee Credit Union is offering its members a free check-up in conjunction with "America Saves Week" and "Washington Saves Week."
The Turnwater, Wash., credit union launched a new ad campaign featuring medical diagnostic visuals to promote its no-cost financial check-up. The credit union has even printed up Rx forms to give financial prescriptions with personalized recommendations. Members will meet with an O Bee financial check-up specialist who will interview them about their financial assets, debts, current and long-term needs.
The specialists may suggest rebuilding credit scores, consolidating debt, lowering an interest rate or reviewing an investment portfolio to ensure its appropriateness for meeting financial goals.
America Saves Week takes place from Feb. 22 to March 1 and Washington Saves Week takes place from Feb. 24 to March 2.
Accolade Hits $500M
Accolade Investment Advisory LLC, the CUSO owned by Southeast Corporate Credit Union, has reached $500 million in assets under management.
The milestone comes as the CUSO marks its one-year anniversary. Tallahassee, Fla.-based Accolade Investment serves credit unions in Florida and Mississippi. The CUSO offers portfolio management services to credit unions and also specializes in bond accounting, asset liability management and reporting.