Citizens Union Bank Conversion Training

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Welcome!

This page will connect you with videos that introduce the programs and eForms you'll be using within the daily functions of your position. The overview below outlines the content of each section, the audience for each section, and the recommended timeline for viewing the videos in preparation for training and conversion.

For best results, view this page on a computer monitor or tablet. The videos contain audio; ensure your device has speakers, or use headphones.

 


Overview


Audience: All Team Members
The first two sections of videos, The Day to Day and The Employee Success Center, may be viewed at your convenience, anytime prior to conversion.
              5 videos | Total time: 15 minutes

Audience: Customer Service Specialist Training Participants
Please view the videos in the Customer Service Specialists section prior to your participation in CSS training. These include an introduction to Premier Navigator, Integrated Teller, Contact Center Request eForm and Deposit Ops Maintenance eForm.
              10 videos | Total time: 30 minutes

Audience: Personal Banker Training Participants
The Personal Bankers section contains two videos demonstrating personal and business account opening. Please view these prior to PB Training. 
              2 videos | Total time: 60 minutes

Audience: Contact Center Agents
Please view the video demonstrating online account opening in The Contact Center Agents section no later than February 25th.
              1 video | Total time: 15 minutes


Audience: Lenders
Please complete the content in this eLearning prior to training.
              14 videos | Total time: 40 minutes

 

 

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All Team Members

 

The Day to Day

In the Loop is our intranet site. It provides a platform where communication is displayed and resources (information and tools) are easily accessed. The German American branded email signature, also known as a Shield Signature, is simple to create using a template from In the Loop. 

Average video length: 3 minutes       Series Total: 6 minutes

CUB Conversion Training Videos

 

The Employee Success Center

This is an introduction to some of the recruiting, training, and performance features of the Employee Success Center.

Average video length: 2 minutes       Series Total: 7 minutes

Cub Conversation Training Employee Success Center

Training Video for Cub Conversion ESC 2

Retail Team

 

Customer Service Specialists

Premier Navigator and Integrated Teller are two systems that you will use throughout the day to find customer and account information, complete transactions, and balance your drawer. Viewing this series of short videos will help prepare you for CSS training.

Average video length: 3 minutes       Series Total: 22 minutes

CUB Conversion Training Navigator 1

CUB Conversion Training Navigator 2

Cub Conversion Training Teller 2

Cub Conversion Training Teller 1

eForms that you will use frequently to complete tasks related to check cards and account-related modifications are the Contact Center Request Form and Deposit Ops Maintenance Form. Both are located In the Loop. It is recommended that you view these videos prior to CSS training.

Average video length: 2 minutes       Series Total: 4 minutes

CUB Conversion Training eForms

Personal Bankers

The following videos contain examples of opening personal and business accounts using BPM (Business Process Manager). It is recommended that you view these videos prior to PB training.

Average video length: 30 minutes       Series Total: 1 hour

CUB Conversion Training Personal Banker

Contact Center Agents

The following video shows the customer perspective during online account opening. Please view this video no later than February 25th.

Video Length: 15 minutes

CUB Conversion Training Contact Center