CO-OP Financial Services offers various classes to benefit its member credit unions. Below you will find a list of classes and outlines.

Training Webinars
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Check Imaging Suite

  • Branch Capture

    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.

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    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

    INTENDED AUDIENCE

    This session is recommended for CO-OP member credit unions who participate in the My Deposit: Branch program. Specifically, those credit union employees responsible for scanning checks and performing the daily procedures associated with the system.

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    TRAINING DELIVERY METHOD

    Anytime Learning Module

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    Upcoming Sessions

  • EZ Admin Learning Module

    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.

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    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

     

    Upcoming Sessions

  • My Deposit

    The My Deposit Learning Module is designed to provide credit union employees with a comprehensive understanding of the My Deposit product, the member's experience and the EZAdmin proofing and validation application.

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    RECOMMENDED PREREQUISITE

    NONE

    SESSION OVERVIEW

    The My Deposit Learning Module is designed to provide credit union employees with a comprehensive understanding of the My Deposit product, the member's experience and the EZAdmin proofing and validation application.

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

    1. Product Overview and Member Experience
    2. Approving a Check (via EZAdmin)
    3. Adjusting a Check (via EZAdmin)
    4. Placing a Check on Hold (via EZAdmin)
    5. Returning a Check (via EZAdmin)
    6. Sending a Cash Letter
    7. Balancing
    8. EZAdmin Research and Review
    9. EZAdmin Analysis Screens
    10. Advanced Functions
    11. Dual - Sign On

    INTENDED AUDIENCE

    This session is recommended for CO-OP member credit unions who participate in the My Deposit program. Specifically, those credit union employees responsible for monitoring deposits, managing deposit activity and dealing with deposit settlement.

    TRAINING DELIVERY METHOD

    Anytime Learning Module

     

    Upcoming Sessions

    There are no upcoming sessions.

DataNavigator - WebDN

  • PIN-Based Exception Processing

    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.

    Learn More

    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

    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 processing deposits and ATM adjustments.

    TRAINING DELIVERY METHOD

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

    Upcoming Sessions

  • Devices

    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.

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    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

    INTENDED AUDIENCE

    This session is recommended for credit union employees in an ATM Services department. Specifically, those individuals who are contacts for ATM faults, and those who deal with ATM cash replenishment and ATM balancing.

    TRAINING DELIVERY METHOD

    Live Webinar 

    Anytime Learning Module

    Upcoming Sessions

  • DataNavigator Transaction Research

    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.

    Learn More

    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 NavigatorTMSoftware
    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

     

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    Upcoming Sessions

Debit

  • Settlement & EFU - Visa

    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).

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    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

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    Upcoming Sessions

  • Chargeback Processing - Visa

    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.

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    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.

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    Upcoming Sessions

  • Best Practices for Debit Dispute Processing

    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.

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    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.

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    Upcoming Sessions

  • MasterCard Debit Reports and Settlement Overview

    Various reports are generated to provide information about Debit MasterCard processed activity your institution will receive on a regular basis. The information provided in these reports can be used to assist in troubleshooting, settlement, auditing, summary reporting and monitoring transaction activity.

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    RECOMMENDED PREREQUISITE

    Introduction to Debit

    SESSION OVERVIEW

    Various reports are generated to provide information about Debit MasterCard processed activity your institution will receive on a regular basis. The information provided in these reports can be used to assist in troubleshooting, settlement, auditing, summary reporting and monitoring transaction activity.

    Information covered during the MasterCard Debit Reports and Settlement Overview Training Session includes:

    Part I - Review of Daily and Settlement Reports

    • Cardholder Activity - Gateway
    • MasterCard Daily Settlement
    • Financial Summary
    • MasterCard Adjustment Report
    • MasterCard Miscellaneous Fee Report

    Part II - Settlement Overview

    The Settlement Overview portion of the training session includes information to better understand reports, activity and events that can affect daily settlement.

    INTENDED AUDIENCE

    This session is recommended for all member credit unions that participate in Debit MasterCard signature-based processing with CO-OP Financial Services. Specifically, those credit union employees who are responsible for reading and understanding reports and offset signature based settlement.

    TRAINING DELIVERY METHOD

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

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    Upcoming Sessions

  • Debit Reports - Visa Check Card

    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.

    Learn More

    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

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

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    Upcoming Sessions

  • EFU for MasterCard

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

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    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.

    • Share

    Upcoming Sessions

  • Chargeback Processing-MasterCard

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

    Learn More

    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.

    Upcoming Sessions

  • Introduction to Debit

    Introduction to Debit provides a high-level overview to help familiarize staff with the features and basic requirements a credit union should have in place when issuing debit cards. An overview of some tools and applications used in the day-to-day maintenance of debit cards for CO-OP Financial Services clients is also included.

    Learn More

    RECOMMENDED PREREQUISITE

    NONE

    SESSION OVERVIEW

    Introduction to Debit provides a high-level overview to help familiarize staff with the features and basic requirements a credit union should have in place when issuing debit cards. An overview of some tools and applications used in the day-to-day maintenance of debit cards for CO-OP Financial Services clients is also included.

    Information covered during the Introduction to Debit training session includes:

    • Benefits of Debit Cards
    • Dual Card Functionality
    • Card Requirements
    • Standard Authorization Features
    • Support Tools/Applications
    • Visa/MasterCard Reference Material

    INTENDED AUDIENCE

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

    TRAINING DELIVERY METHOD

    Anytime Learning Module

     

    Upcoming Sessions

    There are no upcoming sessions.

  • Verified By VISA

    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.

    Learn More

    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

     

    Upcoming Sessions

  • MasterCard Secure Code

    MasterCard SecureCode is a simple and secure way to pay at thousands of online stores. It enhances your existing MasterCard Debit program by protecting your cardholders against unauthorized use of their card when shopping online at participating MasterCard SecureCode retailers.

    Learn More

    RECOMMENDED PREREQUISITE

    NONE

    SESSION OVERVIEW

    MasterCard SecureCode is a simple and secure way to pay at thousands of online stores. It enhances your existing MasterCard Debit program by protecting your cardholders against unauthorized use of their card when shopping online at participating MasterCard SecureCode retailers.

    The following information is covered during the MasterCard SecureCode Webinar:

    • What is MasterCard SecureCode?
    • How does SecureCode work for Member Registrations and Member Purchases?
    • Using the Personal Account Manager
    • Cardholder Support using the Customer Service Application
    • MasterCard SecureCode Reports

    INTENDED AUDIENCE

    This class is intended for all member credit unions that participate in MasterCard SecureCode.

    TRAINING DELIVERY METHOD

    Anytime Learning Module

     

    Upcoming Sessions

    There are no upcoming sessions.

Industry Overview

  • Balancing and Settlement

    The Balancing training session will provide guidelines for ATM Settlement Card procedures, ATM Terminal, Cardholder and Institution settlement. During this session, attendees will gain a better understanding of the Balancing Cash Dispensed and Balancing Terminal Totals worksheets, as well as learn quick tips on finding “Out-of-Balance” conditions.

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    RECOMMENDED PREREQUISITE

    Daily Cardholder/Terminal Reports

    SESSION OVERVIEW

    The Balancing training session will provide guidelines for ATM Settlement Card procedures, ATM Terminal, Cardholder and Institution settlement. During this session, attendees will gain a better understanding of the Balancing Cash Dispensed and Balancing Terminal Totals worksheets, as well as learn quick tips on finding "Out-of-Balance" conditions.

    INTENDED AUDIENCE

    This session is recommended for employees who are responsible for balancing terminals, cardholder activity, institution activity and/or daily settlement.

    TRAINING DELIVERY METHOD

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

     

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    Upcoming Sessions

  • EFT 101

    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.

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    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

    Upcoming Sessions

Miscellaneous

Products

  • Falcon™ Fraud Manager

    Falcon™ Fraud Manager is a neural network predictive software application, which detects card fraud quickly and accurately, minimizing member risk and protecting your credit union's debit card portfolio. Falcon supports transaction scoring and case management using detailed neural network models based on individual cardholder and debit card industry usage. Falcon™ Fraud Manager is an optional service that requires client installation.

    Learn More

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    SESSION OVERVIEW

    Falcon™ Fraud Manager is a neural network predictive software application, which detects card fraud quickly and accurately, minimizing member risk and protecting your credit union's debit card portfolio. Falcon supports transaction scoring and case management using detailed neural network models based on individual cardholder and debit card industry usage. Falcon™ Fraud Manager is an optional service that requires client installation.

    Topics covered during the Falcon™ Fraud Manager training session include:

    • Product Overview
    • Credit Union Benefits
    • Scoring Process
    • Case Management
    • Cardholder Blocking
    • Fraud Analysis Call Center
    • Reporting

    INTENDED AUDIENCE

    This session is recommended for all CO-OP Financial Services member credit unions installing Falcon™ Fraud Manager as part of compliance with CUNA Mutual Group's Plastic Card Security Best Practices.

    TRAINING DELIVERY METHOD

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

    Anytime Learning Module

    Upcoming Sessions

  • Dispatch Manager Web Workstation Product Overview

    Dispatch Manager Web Workstation is a web-based interface to the current Gasper Vantage system. It allows a credit union to monitor the health of its entire ATM network via the Internet. Participating credit unions assign an authorized user to update ATM contact information and view Gasper ticket history, making it easier to track and resolve issues at the ATM.

    Learn More

    RECOMMENDED PREREQUISITE

    NONE

    SESSION OVERVIEW

    Dispatch Manager Web Workstation is a web-based interface to the current Gasper Vantage system. It allows a credit union to monitor the health of its entire ATM network via the Internet. Participating credit unions assign an authorized user to update ATM contact information and view Gasper ticket history, making it easier to track and resolve issues at the ATM.

    During the Dispatch Manager Web Workstation Product Overview session, the following benefits are discussed:

    • Allows credit unions to update ATM contact ID records in real time - generating more accurate information and less hassle than with the current paper-based system.
    • You will have the ability to view your complete ATM environment and ticket history - without having to go through outside vendors.
    • With the power to identify and trouble shoot problems early, you'll have less ATM downtime, which means fewer disgruntled members.

    INTENDED AUDIENCE

    This session is recommended for all CO-OP ATM Processing clients who might be interested in converting to Dispatch Manager Web Workstation.

    TRAINING DELIVERY METHOD

    Anytime Learning Module

     

    Upcoming Sessions

    There are no upcoming sessions.

Programs/Applications

  • Cardholder Maintenance

    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.

    Learn More

    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 

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    Upcoming Sessions

  • CO-OP Mobile Enrollment Site - Set-Up and Device Usage

    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.

    Learn More

    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.

    TRAINING DELIVERY METHOD

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

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    Upcoming Sessions

  • Online Microfiche

    Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to your computer via File Transfer Protocol (FTP).

    Learn More

    RECOMMENDED PREREQUISITE

    Any of the reports webinars

    SESSION OVERVIEW

    Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to your computer via File Transfer Protocol (FTP).

    Information covered during the Online Microfiche training session includes:

    • Searching for specific reports
    • Viewing reports online
    • Printing reports
    • Downloading / Retrieving reports

    INTENDED AUDIENCE

    This session is recommended for credit union employees in an Information Technology and/or Card Services department. Specifically those employees responsible for pulling reports.

    TRAINING DELIVERY METHOD

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

    Anytime Learning Module

    Upcoming Sessions

  • ATM Visual Control

    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.

    Learn More

    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

    Upcoming Sessions

  • CO-OP Mobile Enrollment Site - Set-up & Device Usage

    Learn More

    RECOMMENDED PREREQUISITE

    NONE

    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-OPMobileEnrollment 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 session 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.

    TRAINING DELIVERY METHOD

    Live Webinar

    • Share

    Upcoming Sessions

    There are no upcoming sessions.

  • Extranet

    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.

    Learn More

    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

     

    Upcoming Sessions

  • ATM Visual Control Builder

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    Upcoming Sessions

  • CardWiz

    Learn More

    RECOMMENDED PREREQUISITE

    NONE

    SESSION OVERVIEW

    CardWiz is a web-based application used to load and activate CO-OP gift cards.  CardWiz may also be used to view gift cards records and management reports.

    Information covered during the CardWiz training Session:

    • Logging on to CardWiz
    • Loading and Activating Gift Cards
    • Viewing Card Records
    • CardWiz Management Reports
    • Gift Card Settlement Process
    • Daily URL Reports

    INTENDED AUDIENCE

    This session is recommended for CO-OP member credit unions who participate in the CO-OP Gift Cards program.  Specifically, those employees who are responsible for assisting member's with the purchase of gift cards.

    TRAINING DELIVERY METHOD

    Anytime Learning Module

     

    • Share

    Upcoming Sessions

    There are no upcoming sessions.

  • Dispatch Manager Web Workstation

    Dispatch Manager Web Workstation ™ is a web-based interface to the current Gasper Vantage system. It allows a credit union to monitor the health of its entire ATM network via the Internet. Participating credit unions assign an authorized user to update ATM contact information and view Gasper ticket history, making it easier to track and resolve issues at the ATM. This session includes a comprehensive, detailed overview of how to use the Dispatch Manager Web Workstation application.

    Learn More

    RECOMMENDED PREREQUISITE

    NONE

    SESSION OVERVIEW

    Dispatch Manager Web Workstation ™ is a web-based interface to the current Gasper Vantage system. It allows a credit union to monitor the health of its entire ATM network via the Internet. Participating credit unions assign an authorized user to update ATM contact information and view Gasper ticket history, making it easier to track and resolve issues at the ATM.  This session includes a comprehensive, detailed overview of how to use the Dispatch Manager Web Workstation application.

    INTENDED AUDIENCE

    This session is recommended for all CO-OP ATM Processing Credit Unions who have access to Dispatch Manager Web Workstation via Desktop Director Web Access.  Specifically, those individuals who are contacts for ATM faults.

    TRAINING DELIVERY METHOD

    Anytime Learning Module

     

    Upcoming Sessions

    There are no upcoming sessions.

Reports

  • Daily Terminal Reports

    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.

    Learn More

    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

    • Share

    Upcoming Sessions

  • Daily Cardholder Reports

    Reports containing cardholder 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.

    Learn More

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    SESSION OVERVIEW

    Reports containing cardholder 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 Cardholder Reports training session include:

    • Daily Totals Recap
    • Cardholder Activity
    • Issuer Adjustment for Interchange
    • Cardholder Deposit Activity
    • Cardholder Suspect Activity

    INTENDED AUDIENCE

    This session is recommended for credit union employees in a Card Services Department. Specifically those individuals who deal with card issuance, transaction research, dispute resolution and settlement of cardholder activity.

    TRAINING DELIVERY METHOD

    Live Webinar

    • Share

    Upcoming Sessions

  • End of Month Reports

    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:

    Learn More

    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

    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

     

     

    • Share

    Upcoming Sessions

  • CIMS Reports

    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.

    Learn More

    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

     

    Upcoming Sessions

  • SMART Reports

    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.

    Learn More

    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

    Upcoming Sessions

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