Thanks to everyone who attended the Shared Branching Roundtables on Apr. 20, 2021. Check back later for future dates.
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
- 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
Norma Garza
Shared Branching AVP
Cornerstone Resources
Cheryl Sayers
Shared Branching Consultant
Cornerstone Resources