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Shared Branching Roundtable

Meeting Topics

  • Review our new Cornerstone Resources Shared Branching website  
    • Staff training advised for all staff (free online modules)
    • Accounting training
    • Signing up for our email notices
    • Resources available
    • Supplies and marketing resources
  • Current identification procedures
    • ID Guide 2021
  • Marketing requirements for all shared branching participating credit unions
  • IT department notification guidelines
  • COOPER AI fraud alerts

Who Should Attend?

Participating Shared Branching credit union staff, including:

  • Operations managers
  • Branch managers
  • Call center staff
  • New accounts staff
  • Tellers
  • Accounting staff

Date & Times

Tuesday, Apr. 20, 2021

10 - 11 a.m. CT

Tuesday, Apr. 20, 2021

2 - 3 p.m. CT

Zoom link and login information will be sent to registered attendees no later than Apr. 16.

Presenters

Norma Garza

Norma Garza
Shared Branching AVP
Cornerstone Resources

Cheryl Sayers

Cheryl Sayers
Shared Branching Consultant
Cornerstone Resources

Questions?

Contact our team at Cornerstone Resources.