CO-OP Financial Services: Of you for you

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

Settlement & EFU covers two areas for Visa Check Card issuers. First, it includes information to better understand reports, activity and events that can affect daily settlement. This session also provides an overview on the application for statusing debit cards with Visa, Exception File Update (EFU).

Information covered during the Settlement & EFU training session includes:

• Settlement of Visa Check Card Activty
• Accessing and Use of EFU
• EFU Audit Reports

INTENDED AUDIENCE

This session is recommended for all member credit unions that participate in Visa Check Card signature-based processing for debit cards with CO-OP Financial Services.

TRAINING DELIVERY METHOD

Live Webinar

Session Overview

EOM (End of Month) reports are used to provide a variety of information on institution, cardholder and terminal usage. Information covered during the EOM training session includes:

• Institution Fee Summary by Bill Group
• Institution Fee Settlement - Bill Group
• Terminal Fee Summary
• Terminal Fee Settlement
• Terminal Service Detail
• Cardholder Foreign Items Analysis
• Terminal Foreign Items Analysis
• Processor Performance Evaluation

INTENDED AUDIENCE

This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.

RECOMMENDED PREREQUISITES

Daily Cardholder/Terminal Reports

TRAINING DELIVERY METHOD

Live Webinar

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

The Current Device Status and Device History Search functions provided in DataNavigator are both online systems which will provide users with immediate access to information about the status of a single ATM or an entire ATM network. Current Device Status and Device History Search is intended to complement the Gasper Monitoring System.

The Current Device Status and Device History Search functions allows the user to:

• View troubled ATMs that have open tickets
• View a single ATM that may generate frequent faults
• View your entire network
• View ticket history for devices with chronic, recurring faults
• Add comments about a device status for cross-organization communication

Current Cash Totals provides valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount of cash needed in an ATM by providing the ability to remotely monitor daily cash positions. It improves the productivity and profitability of your ATM program by helping you identify low cash positions early enough to replenish machines before an empty canister fault occurs - thus allowing more transactions, more interchange income, and ensuring your members always have access to their cash.

The Current Cash Totals application allows the user to:

• View your ATMs' current cash position in near real-time
• View any ATMs with low cash positions
• View administrative transactions (e.g. cash add, cash reset, etc.) performed at your ATMs
• Export ATM totals information to a spreadsheet
• Print ATM totals for a single or group of ATMs

This class is intended for all member Credit Unions that outsource their Visa and MasterCard debit card chargeback processing to CO-OP Financial Services and is approximately 60 minutes in length.

Best Practices for Debit Dispute Processing has been created to provide Credit Unions with key information needed to ensure efficient processing of cardholder disputes.

This session provides detailed information to help understand the processing which Visa and MasterCard require to submit a chargeback. Additionally, this session provides information to the Credit Unions to ensure the successful and timely processing of a chargeback.

Must complete registration 24 hours before the event.

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

CO-OP Mobile grants your members the ability to gain real-time access to their account balances, make transfers, and find CO-OP Network ATMs and CO-OP Shared Branching locations right from their cellular device. CO-OP Mobile, integrated with CO-OP Next Generation Network (NGN),provides a convenient and instant access to accurate financial data for your members.

The CO-OP Mobile Enrollment Site - Set-Up and Device Usage training session provides credit union employees with:

• An overview of CO-OP Mobile's Features and Benefits
• An explanation of the "Member's Experience" using CO-OP Mobile
• Review of the enrollment and set-up procedures
• Detailed explanation of functions that can be performed by members, using CO-OP Mobile
• After the session, the attendee should be able to assist your member with:
• Member Enrollment and Set-Up
• Mobile Banking Application Usage
• Troubleshooting

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services who are participating in the CO-OP Mobile program. The training session specifically targets front-line credit union employees with member contact.

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

Various reports are available to provide information about Visa Check Card processed activity. The information provided in these daily reports can be used to assist in troubleshooting, settlement, auditing, summary reporting and monitoring transaction activity.

Reports covered during the Debit Reports training session include:

Daily Reports

• Cardholder Activity - Gateway
• VisaNet Daily Settlement

Settlements Reports

• Financial Summary
• VisaNet DCS Miscellaneous Report
• VisaNet DCS Fee Related
• Fee Collection and Funds Disbursment
• Monthly Settlement Summary
• VisaNet Settlement Service
• Visa Check Quarterly

RECOMMENDED PREREQUISITE

Daily Cardholder Reports

SESSION OVERVIEW

Reports containing terminal information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point.

Reports covered during the Daily Terminal Reports training session include:

• Terminal Activity
• Terminal Cash Balance
• Acquirer Adjustment for Interchange
• Terminal Deposit Activity
• Terminal Suspect Activity
• Acquirer Surcharge Fee

INTENDED AUDIENCE

This session is recommended for credit union employees responsible for settlement, ATM functionality and cash ordering and balancing of terminals.

TRAINING DELIVERY METHOD

Live Webinar

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Deposit Processing simplifies Section 11 of the Operating Rules and Regulations. Section 11 covers all of the requirements for pulling and processing deposits, as well as what discrepancies to look for when verifying deposits. The Cases function in DataNavigator is used to process exception item requests, review existing exception items (cases) and process representments (adjusting an adjustment) for ATM/POS transactions.

Information covered during the Pin-Based Exception Processing training session includes:

1. Requirements for removal of deposits
2. Processing and verifying contents
3. Card Issuer Collection
4. Issuer and Acquirer Requirements
5. Understanding Exception Items
6. Creating Exception Items as an Issuer or an Acquirer
7. Processing Exception Item requests

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Cardholder Maintenance allows a user to manually update the file information used to authorize transactions. All transactions should be authorized using current and accurate cardholder, account, and fraud file data. The Cardholder Maintenance system allows credit unions to maintain accurate cardholder data.

Information covered during the Online Cardholder Maintenance training session includes:

• Adding New Cardholders and Accounts
• Restricting Cards and/or Account Access
• Maintaining Existing Cards

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services and/or Information Technology department. Specifically, those responsible for card ordering and maintaining cardholder data.

TRAINING DELIVERY METHOD

Live Webinar 

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Data NavigatorTM simplifies the research, tracking, analyzing and reporting of EFT transactions. Transaction Research gives users access to detailed information about each transaction their members are attempting in an "On-line Real-time" environment. Transaction Research also allows the user to indentify where members are using their cards, what types of transactions most members are attempting and who is approving or denying those transactions.

Information covered during the DataNavigator: Transaction Search training session includes:

1. Logging on and Establishing Connections
2. Navigating in Data Navigator^TMSoftware
3. Searching & Identifying Transaction Detail

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible for research and ATM adjustments.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

Anytime Learning Module

Chargeback Processing is the means of creating adjustments to a cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Visa Check Card programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of debit disputes and related reporting activity.

Information covered during the Chargeback Processing Training Session:

• Chargeback Terminology
• Life Cycle of a Chargeback
• Other Dispute Resolution Methods
• Chargeback Processing Procedures
• Forms for Chargeback Processing
• Reports for Chargeback Activity

This class is intended for all member credit unions that outsource their Visa Check Card chargeback processing to CO-OP Financial Services.

You can register online for this event by using the REGISTER button at the top-left of this page. If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Register today to hear what some of the brightest and most engaging speakers in the industry have to say. Discuss today's key issues with your peers, find out about new ways to serve your members, and link up with colleagues to expand your knowledge and professional network. CO-OP's Northern California User Meeting will stimulate your thinking with interactive sessions and discussions, including:

• Current fraud trends
• Legislative update
• Debit and merchant funded rewards
• The latest news from CO-OP

Trainings are conducted via conference call and web connection from the convenience of your office. Times listed are Pacific Time.

Chargeback Processing is the means of creating adjustments to a cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Debit MasterCard programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of debit disputes and related reporting activity.

Information covered during the Chargeback Processing and Settlement Training Session:

• Chargeback Terminology
• Life Cycle of a Chargeback
• Other Dispute Resolution Methods
• Chargeback Processing Procedures
• Forms for Chargeback Processing
• Reports for Chargeback Activity

This class is intended for all member credit unions that outsource their Debit MasterCard chargeback processing to CO-OP Financial Services.

You can register online for this event by using the REGISTER button at the top-left of this page. If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Must complete registration 24 hours before the event.

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

The EFU for MasterCard training session provides an overview of the application used to status debit MasterCards, Exception File Update (EFU).

Information covered during the EFU for MasterCard Training Session includes:

• Accessing and Use of EFU
• EFU Audit Reports

INTENDED AUDIENCE

This session is recommended for all member credit unions that participate in Debit MasterCard signature-based processing with CO-OP Financial Services.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

GAC Conference - Booth #301

GAC Conference - Booth #301

GAC Conference - Booth #301

GAC Conference - Booth #301

GAC Conference - Booth #301

This class is intended for all member Credit Unions that outsource their Visa and MasterCard debit card chargeback processing to CO-OP Financial Services and is approximately 60 minutes in length.

Best Practices for Debit Dispute Processing has been created to provide Credit Unions with key information needed to ensure efficient processing of cardholder disputes.

This session provides detailed information to help understand the processing which Visa and MasterCard require to submit a chargeback. Additionally, this session provides information to the Credit Unions to ensure the successful and timely processing of a chargeback.

Must complete registration 24 hours before the event.

Chargeback Processing is the means of creating adjustments to a cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Visa Check Card programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of debit disputes and related reporting activity.

Information covered during the Chargeback Processing Training Session:

• Chargeback Terminology
• Life Cycle of a Chargeback
• Other Dispute Resolution Methods
• Chargeback Processing Procedures
• Forms for Chargeback Processing
• Reports for Chargeback Activity

This class is intended for all member credit unions that outsource their Visa Check Card chargeback processing to CO-OP Financial Services.

You can register online for this event by using the REGISTER button at the top-left of this page. If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Trainings are conducted via conference call and web connection from the convenience of your office. Times listed are Pacific Time.

Chargeback Processing is the means of creating adjustments to a cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Debit MasterCard programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of debit disputes and related reporting activity.

Information covered during the Chargeback Processing and Settlement Training Session:

• Chargeback Terminology
• Life Cycle of a Chargeback
• Other Dispute Resolution Methods
• Chargeback Processing Procedures
• Forms for Chargeback Processing
• Reports for Chargeback Activity

This class is intended for all member credit unions that outsource their Debit MasterCard chargeback processing to CO-OP Financial Services.

You can register online for this event by using the REGISTER button at the top-left of this page. If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Must complete registration 24 hours before the event.

This class is intended for all member Credit Unions that outsource their Visa and MasterCard debit card chargeback processing to CO-OP Financial Services and is approximately 60 minutes in length.

Best Practices for Debit Dispute Processing has been created to provide Credit Unions with key information needed to ensure efficient processing of cardholder disputes.

This session provides detailed information to help understand the processing which Visa and MasterCard require to submit a chargeback. Additionally, this session provides information to the Credit Unions to ensure the successful and timely processing of a chargeback.

Must complete registration 24 hours before the event.

The THINK Conference was created to put a fresh perspective on the challenges and opportunities faced by credit unions every day. It's a credit union event for credit union employees, but you won't find the standard conference format or see typical industry speakers. What you will find is innovation and inspiration, leaving you with actionable, take-home insights to help your credit union succeed.

The THINK Conference was created to put a fresh perspective on the challenges and opportunities faced by credit unions every day. It's a credit union event for credit union employees, but you won't find the standard conference format or see typical industry speakers. What you will find is innovation and inspiration, leaving you with actionable, take-home insights to help your credit union succeed.

The THINK Conference was created to put a fresh perspective on the challenges and opportunities faced by credit unions every day. It's a credit union event for credit union employees, but you won't find the standard conference format or see typical industry speakers. What you will find is innovation and inspiration, leaving you with actionable, take-home insights to help your credit union succeed.

The THINK Conference was created to put a fresh perspective on the challenges and opportunities faced by credit unions every day. It's a credit union event for credit union employees, but you won't find the standard conference format or see typical industry speakers. What you will find is innovation and inspiration, leaving you with actionable, take-home insights to help your credit union succeed.

Chargeback Processing is the means of creating adjustments to a cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Visa Check Card programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of debit disputes and related reporting activity.

Information covered during the Chargeback Processing Training Session:

• Chargeback Terminology
• Life Cycle of a Chargeback
• Other Dispute Resolution Methods
• Chargeback Processing Procedures
• Forms for Chargeback Processing
• Reports for Chargeback Activity

This class is intended for all member credit unions that outsource their Visa Check Card chargeback processing to CO-OP Financial Services.

You can register online for this event by using the REGISTER button at the top-left of this page. If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Trainings are conducted via conference call and web connection from the convenience of your office. Times listed are Pacific Time.

Chargeback Processing is the means of creating adjustments to a cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Debit MasterCard programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of debit disputes and related reporting activity.

Information covered during the Chargeback Processing and Settlement Training Session:

• Chargeback Terminology
• Life Cycle of a Chargeback
• Other Dispute Resolution Methods
• Chargeback Processing Procedures
• Forms for Chargeback Processing
• Reports for Chargeback Activity

This class is intended for all member credit unions that outsource their Debit MasterCard chargeback processing to CO-OP Financial Services.

You can register online for this event by using the REGISTER button at the top-left of this page. If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Must complete registration 24 hours before the event.

This class is intended for all member Credit Unions that outsource their Visa and MasterCard debit card chargeback processing to CO-OP Financial Services and is approximately 60 minutes in length.

Best Practices for Debit Dispute Processing has been created to provide Credit Unions with key information needed to ensure efficient processing of cardholder disputes.

This session provides detailed information to help understand the processing which Visa and MasterCard require to submit a chargeback. Additionally, this session provides information to the Credit Unions to ensure the successful and timely processing of a chargeback.

Must complete registration 24 hours before the event.

Chargeback Processing is the means of creating adjustments to a cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Visa Check Card programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of debit disputes and related reporting activity.

Information covered during the Chargeback Processing Training Session:

• Chargeback Terminology
• Life Cycle of a Chargeback
• Other Dispute Resolution Methods
• Chargeback Processing Procedures
• Forms for Chargeback Processing
• Reports for Chargeback Activity

This class is intended for all member credit unions that outsource their Visa Check Card chargeback processing to CO-OP Financial Services.

You can register online for this event by using the REGISTER button at the top-left of this page. If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Trainings are conducted via conference call and web connection from the convenience of your office. Times listed are Pacific Time.

Chargeback Processing is the means of creating adjustments to a cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Debit MasterCard programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of debit disputes and related reporting activity.

Information covered during the Chargeback Processing and Settlement Training Session:

• Chargeback Terminology
• Life Cycle of a Chargeback
• Other Dispute Resolution Methods
• Chargeback Processing Procedures
• Forms for Chargeback Processing
• Reports for Chargeback Activity

This class is intended for all member credit unions that outsource their Debit MasterCard chargeback processing to CO-OP Financial Services.

You can register online for this event by using the REGISTER button at the top-left of this page. If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Must complete registration 24 hours before the event.

This class is intended for all member Credit Unions that outsource their Visa and MasterCard debit card chargeback processing to CO-OP Financial Services and is approximately 60 minutes in length.

Best Practices for Debit Dispute Processing has been created to provide Credit Unions with key information needed to ensure efficient processing of cardholder disputes.

This session provides detailed information to help understand the processing which Visa and MasterCard require to submit a chargeback. Additionally, this session provides information to the Credit Unions to ensure the successful and timely processing of a chargeback.

Must complete registration 24 hours before the event.

SESSION OVERVIEW

The branch capture service converts paper checks into digital images as they are fed through a high-speed scanner. This process is controlled via a user-friendly application called EZAdmin, which is also used for other channels in CO-OP's suite of check imaging products. The person scanning the checks reviews and verifies those items susceptible to image quality or risk errors before balancing the batch and making it available for transmission to the credit union's item processor.

Information covered during the EZ Admin training session includes:

• Overview of how the service works
• Logging on to EZAdmin
• How to prepare checks for scanning
• Scanning the checks
• Reviewing exceptions
• Daily Procedures

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

The ATM Visual Control Learning Modules are designed to provide credit union employees with a comprehensive understanding of the ATM Visual Control Product, including Admin Functions, Building Campaigns, using the Content Library, and creating Activity Reports.

This learning module is divided into lessons that cover the following:

1. Product Overview
2. Admin Part 1
3. Admin Part 2
4. Admin Part 3
5. Admin Part 4
6. Content Library
7. Creating Activity Reports

The ATM Visual Control Builder Module covers the following:

1. Builder Module Introduction
2. Building Campaigns for NCR AptraEdge ATMs
3. Building Text Campaigns for NCR NDC ATMs
4. Building Campaigns for Diebold Windows ATMs
5. Building Text Campaigns for Diebold OS/2 ATMs
6. Campaign Management 

INTENDED AUDIENCE

This session is recommended for CO-OP member credit unions who utilize the ATM Visual Control product.  Specifically, those credit union employees responsible for Admin and Builder functions.

TRAINING DELIVERY METHOD

Anytime Learning Module

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

The CO-OP Financial Services Extranet was created to simplify member credit union data management. Crafted as a communications and information organization tool, the Extranet houses all member credit union data in one locale and continues to grow in its applications and functionalities.

With the CO-OP Financial Services Extranet, member credit unions have access to:

• Update credit union and contact information
• Add, edit, or delete existing products and programs
• Complete necessary forms online
• Retrieve EMS Exception Item notifications
• Obtain contact information for other CO-OP Financial Services credit unions
• CO-OP Financial Services Operating Rules and Regulations online
• CO-OP Financial Services manuals and user guides online
• Order marketing materials online

Extranet training session will cover the functions above as well as discuss upcoming additions to the Extranet.

INTENDED AUDIENCE

This session is recommended for all CO-OP Financial Services member credit union employees who are granted Extranet access.

TRAINING DELIVERY METHOD

Anytime Learning Module

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

EZAdmin is a web-based application used for the purpose of proofing, validating and balancing envelope-free check deposits. The Ensenta EZAdmin Check Imaging Validation and Proofing System allows users to make adjustments to deposited checks online.

 Information covered during the EZ Admin training session includes:

• Logging on to EZAdmin
• Making adjustments to check images
• Sending of the check21 files to your item processor
• Balancing check deposits to your network and item processor
• Reviewing cash and check deposits by ATM
• Analyzing your check deposits

INTENDED AUDIENCE

This session is recommended for CO-OP member credit unions who participate in the CO-OP Check Imaging program.  Specifically, those credit union employees responsible for monitoring and adjusting envelop less ATM deposits, managing envelop less ATM deposits activity and dealing with envelop less ATM deposits settlement.

TRAINING DELIVERY METHOD

Anytime Learning Module

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

This webinar is part of CO-OP Financial's Anytime Learning Modules. This is a pre-recorded, self-paced webinar that can be accessed at the Credit Union's convenience.

Verified by Visa is a service that is used to authenticate internet transactions by confirming a cardholder's identity with an extra password when they make an online purchase.

Information covered during the Verified by Visa training session includes:

1. What is Verified by Visa
2. How does it work for member purchases and registration.^TM Software
3. Personal Account Manager
4. Cardholder Support
5. Verified by Visa Reports

INTENDED AUDIENCE

This class is intended for all member credit unions that participate in Verified by Visa.

TRAINING DELIVERY METHOD

Anytime Learning Module

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

CIMS (Card Issuance and Management System) reports are generated for credit unions ordering cards through CO-OP Financial Services. These reports provide information on card orders created, card orders due to be created, and cards that will not be reissued due to specific reject reasons.

 Reports covered during the CIMS Reports training session include:

• Manufacture Order Audit
• Forecast: Manufacture Order Audit
• Cardscan Error Exception
• Forecast: Cardscan Error Exception

INTENDED AUDIENCE

This session is recommended for all CO-OP Financial Services member credit unions ordering cards through CO-OP Financial Services.  Specifically back office employees who manage card production records.

TRAINING DELIVERY METHOD

Anytime Learning Module

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

EFT101 is an introduction to the Electronic Funds Transfer industry, designed for new employees. This webinar explains what EFT is, how it works, and who the participants are. It also defines the terminology that can be confusing to newcomers.

 Topics covered during the EFT101 training session include:

• What is EFT
• Issuer vs. Acquirer
• Networks and Processors
• Elements of an ATM Card
• Elements of a Debit Card
• Transaction Types
• Transaction Routing
• Adjustment and Chargebacks
• Terminology Recap

INTENDED AUDIENCE

This session is recommended for credit union employees new to the electronic funds transfer industry.

TRAINING DELIVERY METHOD

Anytime Learning Module

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

SMARt (System Measurement and Analysis Reports) reports are used to evaluate the efficiency of an institution's internal host system. By analyzing these reports, a credit union can gain a better understanding of its host processing system, evaluate member activity and performance, and manage processor expense.

Reports covered in the SMARt training session include:

•  Cardholder Processor Performance
•  Processor Reject Analysis
•  Volume and Authorization Monitoring
•  Peak Value Performance Analysis
•  Institution Transaction Analysis

INTENDED AUDIENCE

This session is recommended for credit union employees responsible for statistical reporting on processor performance.

TRAINING DELIVERY METHOD

Anytime Learning Module