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Member Service

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Members Service Training Day

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Closing Accounts and Membership in CU*BASE

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4.15 Member Service Trackers, Leads and Follow-Ups

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SE.TM Teller/Member Service Training Day – Hosted By: Monica Boguszewski

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Searching for Closed Accounts via Inquiry

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Using the Rate Inquiry Tool to View Share Dividend Rates

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Using the Rate Inquiry Tool to View Certificate Rates

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Processing with Onserts through Sage Direct

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Providing First-Class Customer Service to Members

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