Members Service Training Day
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Member Service
Loading...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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Processing with Onserts through Sage Direct Inc.
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Adding a Joint Owner to an Account
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Activating the Switch Account Feature
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Activating Debit Card Round Up
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