CO-OP Financial Services offers various classes to benefit its member credit unions. 

Below you will find a list of classes and outlines.

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  • ATM Check Imaging

    ATM Check Imaging enhances the member deposit experience at the ATM with envelope free deposits. It also streamlines the daily back office procedures for your credit union. This innovative product limits the need for daily ATM visits for balancing, which reduces operational costs and increases productivity. Balancing is done remotely with EZAdmin. EZAdmin is the powerful back office tool for reviewing, adjusting, and approving images for cash letter transmission.    Learn More

    SESSION OVERVIEW
    ATM Check Imaging enhances the member deposit experience at the ATM with envelope free deposits.  It also streamlines the daily back office procedures for your credit union.  This innovative product limits the need for daily ATM visits for balancing, which reduces operational costs and increases productivity.  Balancing is done remotely with EZAdmin.  EZAdmin is the powerful back office tool for reviewing, adjusting, and approving images for cash letter transmission.   

    Information covered during the ATM Check Imaging 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 envelope less ATM deposits, managing envelope less ATM deposits activity and dealing with envelope less ATM deposits settlement.

    RECOMMENDED PREREQUISITE
    NONE

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.

    Upcoming Sessions

    There are no upcoming sessions.

  • ATM Check Imaging - EZAdmin Daily Reconciliation Anytime Learning Module

    EZAdmin is a web-based application used for the purpose of proofing, validating, and balancing envelope-free check deposits.    Learn More

    SESSION OVERVIEW
    EZAdmin is a web-based application used for the purpose of proofing, validating, and balancing envelope-free check deposits. 

    The EZAdmin Daily Reconciliation Anytime Learning Module addresses the daily tasks for reconciling check images deposited at ATMs with the cash letter and CO-OP Network Settlement.   

    This module consists of the following lessons: 

    • Module Introduction - This lesson provides instruction on using an Anytime Learning Module and an introduction to EZAdmin Daily Reconciliation.
    • Completing the Balancing Sheet- Provides step by step instruction on reconciling the check images with the cash letter and CO-OP Network Reports.
    • Out-of-Balance Checklist- Provides assistance with resolving out-of-balance conditions.
    • General Ledger Entries- This lesson provides information on making general ledger entries.
    • Handling Returns and Adjustments- This lesson discusses how to handle check image returns and adjustments.

    INTENDED AUDIENCE
    This session is recommended for all member credit unions that utilize EZAdmin for Check Imaging or those interested in the EZAdmin Daily Reconciliation Process.

    RECOMMENDED PREREQUISITE
    ATM Check Imaging Anytime Learning Module

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.

    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, creating Activity Reports, and using the Electronic Journal.    Learn More

    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, creating Activity Reports and using the Electronic Journal.

     

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

    - Product Overview
    - Admin Parts 1-4
    - Content Library
    - Creating Activity Reports
    - Electronic Journal

     

    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 functions.

     

     

    RECOMMENDED PREREQUISITE
    NONE

    TRAINING DELIVERY METHOD
    Anytime Learning Module - To register for this session, click on the Anytime Learning Module link below.

    Upcoming Sessions

  • ATM Visual Control Builder

    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

    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.

    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.

    RECOMMENDED PREREQUISITE
    NONE

    TRAINING DELIVERY METHOD
    Anytime Learning Module - To register for the self-paced course that can be taken at your convenience, please register below.

    Upcoming Sessions

  • Balancing for Check Imaging ATMs

    This session is recommended for credit union employees who utilize EZAdmin and are responsible for the daily and balancing procedures for CO-OP Check Imaging enabled ATMs.    Learn More

    SESSION OVERVIEW

    This session provides a review of balancing procedures for CO-OP Check Imaging enabled ATMs.    

    The agenda for this session includes: 

    • Benefits of CO-OP Check Imaging
    • EZAdmin Daily Credit Union Procedures
    • Daily Reconciliation Procedures
    • Handling Out of Balance Situations
    • Additional Functions
    • Resources and Support

     

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session. 

     

    INTENDED AUDIENCE

    This session is recommended for credit union employees who utilize EZAdmin and  are responsible for the daily and balancing procedures for CO-OP Check Imaging enabled ATMs. 

     

    TRAINING DELIVERY METHOD

    Anytime Learning Module

    Upcoming Sessions

    There are no upcoming sessions.

  • 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.    Learn More

    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
    NONE

    TRAINING DELIVERY METHOD
    Anytime Learning Module

    Upcoming Sessions

  • 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

    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.

    RECOMMENDED PREREQUISITE
    NONE

    TRAINING DELIVERY METHOD
    Live Webinar

    Upcoming Sessions

  • CardNav and mConsole

    CardNav is a system of alerts and controls, integrated with CO-OP debit or credit card processing that allows your cardholders to uniquely control and protect their own cards. Using a mobile app, they can specify preferences that provide them with near-real-time alerts of certain activity, and cause denials of transactions that match criteria utilizing controls.    Learn More

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    SESSION OVERVIEW

    CardNav by CO-OP lets members manage the use of their debit and credit cards using a smartphone app. It's great for business members whose employees use company cards, for parents wishing to monitor their children's spending and for anyone wanting to ensure their cards are being used how they want, where they want.

    CardNav by CO-OP also adds another layer of security for your members and their cards. It does so by allowing your Members to deactivate their cards in real-time when not in use, and set alerts that will let them know if a card is used in an unusual or unapproved manner based on controls the member has set in place. 

    During this training we will provide you with a quick overview of the CardNav App. In addition, you will learn about the Management Console tool for CardNav, known as mConsole. mConsole is an application for credit union representatives to provide member support and perform analysis of CardNav member usage.

    The mConsole portion of this training will cover the following topics:

    • An Introduction and Login Instructions
    • Navigation & Dashboard Overview
    • Customer Support Functions
    • Reports
    • FI Config View
    • Troubleshooting Common Member Problems

    INTENDED AUDIENCE

    This class is recommended for all CO-OP Financial Services Credit Unions who are participating in the CardNav 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.

    Upcoming Sessions

  • CardPro Virtual Account Manager (VAM) AnyTime Learning Module

    Virtual Account Manager (VAM) is a web-based tool that gives you the ability to view and track various aspects of your CO-OP card issuance production — from transmission through production and shipment.    Learn More

    SESSION OVERVIEW:

    Virtual Account Manager (VAM) is a web-based tool that gives you the ability to view and track various aspects of your CO-OP card issuance production- from transmission through production and shipment.

    The VAM reporting function allows you to view job totals, summaries and detail; pull requests; account holder information; inventory levels at stock facilities; issuer-specific information such as the bill of materials; and NCOA information.  The VAM tools allow you to submit pull requests and download CardPro specifications. 

    This training will provide information on the following topics:

    • Reporting - including job reports, pull and account holder information, and inventory levels
    • Tools - for pulling cards and PINs, and downloading spec sheets

    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.

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    Upcoming Sessions

    There are no upcoming sessions.

  • Chargeback Processing - Visa

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

    Chargeback Processing is the means of creating adjustments for cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Visa 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 cardholder disputes and related reporting activity.

    Information covered during the Dispute and 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

     

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

    RECOMMENDED PREREQUISITE
    There is no recommended prerequisite for this session. (Note: For Visa and MC chargeback processing- "no perquisite" for Best Practices "Visa Clients- Chargeback Processing for Visa / MasterCard Clients- Chargeback Processing for MasterCard).

    TRAINING DELIVERY METHOD
    Live Webinar.

    Must complete registration 24 hours before the event.

    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 for cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for 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 cardholder disputes and related reporting activity.

    Information covered during the Dispute and 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

     

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

    RECOMMENDED PREREQUISITE
    There is no recommended prerequisite for this session. (Note: For Visa and MC chargeback processing- "no perquisite" for Best Practices "Visa Clients- Chargeback Processing for Visa / MasterCard Clients- Chargeback Processing for MasterCard).

    TRAINING DELIVERY METHOD
    Live Webinar.

    Must complete registration 24 hours before the event.

    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

  • CO-OP Concierge

    CO-OP Concierge is a security solution designed for VIP and traveling credit union members. It allows credit unions to stay in touch with members or their authorized contacts should suspicious card activity be noticed while they’re away. Multiple contacts, travel plan information and personalized blocking instructions allow you to provide members with customized concierge-like service.    Learn More

    CO-OP Concierge has three main components - Falcon Travel Notifications, VIP Authorization Block Bypass, and Concierge Web Service. Your credit union may subscribe to one or all of these services.

    • Falcon Travel Notifications allow members to provide you with travel information including name, telephone numbers, and travel destinations with start and end dates. You can assign individualized blocking instructions to use in the event the cardholder cannot be reached to confirm legitimate card usage. 
    • VIP Authorization Block Bypass can exempt elite cardholders from all authorization blocks during specified travel periods. Authorization blocks are used in response to new fraud threats to immediately deny all transactions meeting certain criteria. This feature allows these blocks to be bypassed for specific cardholders. Participation in Falcon is not required.
    • CO-OP Concierge Web Service can be integrated into multiple credit union platforms and services, including your online and mobile banking solutions, call centers, core processing systems, and teller platforms. Sending travel data directly to the CO-OP Concierge server from these systems saves valuable time for credit unions.

     

    After the session, the attendee should be able to:

    • Add and update travel records
    • Access Concierge Reports
    • Submit Batch Uploads

    Recommended Prerequisite

    There is no recommended prerequisite for this session.

    Intended Audience

    This session is recommended for credit union employees who are responsible for adding or updating cardholder travel details.

    Training Delivery Method

    Anytime Learning Module

    Upcoming Sessions

    There are no upcoming sessions.

  • CO-OP Mobile (new)

    CO-OP Mobile offers a full-featured mobile solution for both iPhone and Android, fully customizable with your credit union branding. With more standard and optional features, the new, improved CO-OP Mobile keeps you as close as your members' smartphones, making your credit union the preferred financial institution for members on the go. This training session will cover the back office Client Portal applications CIMple Access and EZAdmin for CO-OP My Deposit Mobile.    Learn More

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    SESSION OVERVIEW

    This training session will cover the back office Client Portal applications CIMple Access and EZAdmin .  These tools provide web‑based back office functions that make it easy to efficiently monitor and manage users. 

    • CIMple Accessallows users to manage services including account access, member lockout, enrollment troubleshooting, and run reports. 
    • EZAdminis used to proof RDC imaged checks and include them in the cash letter to your item processor.

     

    INTENDED AUDIENCE

    This class is recommended for all CO-OP Financial Services credit unions who are participating in the New CO-OP Mobile program. The training session specifically targets back office staff members responsible for managing member enrollment and approving RDC images.  

     

    TRAINING DELIVERY METHOD

    Live Webinar - to REGISTER for a live webinar, click the Upcoming Sessions link for the date you wish to attend.

    Upcoming Sessions

  • Daily Cardholder Reports

    Reports containing cardholder information are generated on a daily basis. The information provided in these reports can be used to assist with reviewing: Cardholder Activity, Adjustment Activity, Card Activation/PIN Changes, CO-OP Daily Settlement, Batch File Results, and After-Hours Hotcarding Activity.    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 can be used to assist with reviewing:  Cardholder Activity, Adjustment Activity, Card Activation/PIN Changes, CO-OP Daily Settlement, Batch File Results, and After-Hours Hotcarding Activity.

    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
    • AP Maintenance Report by PAN
    • APBatch2
    • Card Activation/Pin Change
    • Daily Hot Card 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

    Upcoming Sessions

  • 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

    Upcoming Sessions

  • DataNavigator Devices

    The Devices function in DataNavigator provides you with immediate access to information about the status of a single ATM or an entire ATM network. This functionality is intended to complement the Gasper Monitoring System.    Learn More

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    SESSION OVERVIEW

    Information covered during the DataNavigator Devices training session includes:

    1. Logging into DataNavigator
    2. Obtaining Current Cash Totals
    3. Looking up Current Device Status
    4. Performing a Device History Search
    5. Reviewing Gasper Reports

    The Current Cash Totals section provides you with 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.

    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 - Click link below.

    Upcoming Sessions

  • DataNavigator PIN-Based Exception Processing

    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

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

    1. Logging into DataNavigator
    2. Exception Item Overview
    3. Processing Chargebacks or Representments
    4. Case Search
    5. Exception Email Notifications & Summary Email Report

    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

  • DataNavigator Transaction Research

    DataNavigator 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 identify 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

    Information covered in DataNavigator Transaction Research includes:

    1. Logging into DataNavigator
    2. Navigating in DataNavigator
    3. Searching & Identifying Transaction Detail
    4. Customizing Views and Grids
    5. Features, Preferences and Help

    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

    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.

    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.    Learn More

    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

  • EFU for MasterCard Anytime Learning Module

    The EFU for MasterCard Anytime Learning Module provides an overview of the application used to status MasterCard Debit and Credit Cards, Exception File Update (EFU).    Learn More

    SESSION OVERVIEW

    The EFU for MasterCard Anytime Learning Module provides an overview of the application used to status MasterCard Debit and Credit cards, Exception File Update (EFU). 

     This module consists of the following lessons: 

    • Module Introduction - This lesson provides instruction on using an Anytime Learning Module and an introduction to Exception File Update (EFU).
    • Exception File Update by Pan Report review
    • Logging into and accessing EFU
    • EFU Maintenance
    • Warning Bulletin Guide
    • EFU Hotcarding Fees

     

    INTENDED AUDIENCE

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

    RECOMMENDED PREREQUISITE
    None

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.

    Upcoming Sessions

    There are no upcoming sessions.

  • EFU for Visa Anytime Learning Module

    The EFU for Visa Anytime Learning Module provides an overview of the application used to status Visa Debit and Credit Cards, Exception File Update (EFU).    Learn More

    SESSION OVERVIEW

    The EFU for Visa Anytime Learning Module provides an overview of the application used to status Visa Debit and Credit cards, Exception File Update (EFU). 

     This module consists of the following lessons: 

    • Module Introduction - This lesson provides instruction on using an Anytime Learning Module and an introduction to Exception File Update (EFU).
    • Exception File Update by Pan Report review
    • Logging into and accessing EFU
    • EFU Maintenance
    • Card Recovery Bulletin Guide
    • EFU Hotcarding Fees

     

    INTENDED AUDIENCE

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

    RECOMMENDED PREREQUISITE
    None

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.

    Upcoming Sessions

    There are no 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

     

     

    Upcoming Sessions

  • Extranet

    The CO-OP Financial Services Extranet was created to simplify member credit union data management. 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

    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

    The Extranet training session will cover all of the functions available to you. 

    INTENDED AUDIENCE

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

    TRAINING DELIVERY METHOD

    Live Webinar 

    Anytime Learning Module - Click link below.

    Upcoming Sessions

  • 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

  • Falcon™ Fraud Manager Reports Anytime Learning Module

    Falcon Fraud Manager is a neural network predictive software application which detects card fraud quickly and accurately, minimizing member risk and protecting your card portfolio. As a benefit of the Falcon Version 6 upgrade, CO-OP Financial Services has added additional reports to better inform your institution of cases and cards that were worked on your institution's behalf by Card Member Security.    Learn More

    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 card portfolio.  

    As a benefit of the Falcon Version 6 upgrade, CO-OP Financial Services has added additional reports to better inform your institution of cases and cards that were worked on your institution's behalf by Card Member Security. 

    In this module, we will review all of the following Falcon Daily and Monthly reports:. 

    Daily Reports

    • Case Detail Report
    • Client Summary Report
    • Real Time Decline Daily
    • Confirmed Fraud Daily
    • Authorization Performance Daily
    • Card Status Change Daily

    Monthly Reports

    • Falcon Monthly Statistics
    • Real Time Decline Monthly
    • Confirmed Fraud Detail Monthly
    • Confirmed Fraud Summary
    • Authorization Performance Monthly
    • YTD Activity Monthly
    • Card Status Change Monthly

    RECOMMENDED PREREQUISITE

    Falcon Fraud Manager Instructor Led Webinar

    INTENDED AUDIENCE

    Credit Union employees who work with the Falcon Fraud Manager system or anyone wanting to learn about Falcon reports.

    TRAINING DELIVERY METHOD

    Anytime Learning Module. 

    Upcoming Sessions

    There are no upcoming sessions.

  • Gasper 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 - Click link below.

    Upcoming Sessions

    There are no upcoming sessions.

  • Gasper 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

  • ICS - Issuers Clearinghouse Service

    Issuers’ Clearinghouse Service (ICS) was developed to assist Issuers of Visa and MasterCard bankcards in analyzing bankcard applications and accounts.    Learn More

    Session Overview:

    Issuers' Clearinghouse Service (ICS) was developed to assist Issuers of Visa and MasterCard bankcards in analyzing bankcard applications and accounts. ICS is essentially a collection of databases about SSNs, addresses, and telephone numbers, and their relationships to applications and reports of unauthorized use.

    ICS compares data submitted about a new credit card application, or in an inquiry, to records in its databases.  It then reports, if applicable, occurrences of unauthorized use, bankruptcy filings, the tally of application requests, and anything it finds questionable related to the social security number, address, or phone number submitted.

    There are three reasons to submit data to Visa ICS through CO-OP. These include the need to:

     • Report an application for a consumer credit card, whether or not you have  already decided to approve the application. (Submission is required in this case.)

     • Report fraudulent or unauthorized use of a credit card, or a suspicious or fraudulent application.  (Submission is required in this case.)

     • Delete and re-submit as needed to correct previously sent application or unauthorized use information because it proved to be erroneous.(Submission is required in this case.)

    In this session we review the four types of Visa ICS requests supported by CO-OP:

     • Application-Used to report credit card applications that you have decided to approve or about which you are undecided.

    • Decline-Used to report credit card applications that you have decided to decline.  Even if you have already decided to reject a credit card application, you must still report to Visa ICS the fact that you received it.

    • Unauthorized Use (Fraud)-Used to report any incidents you encounter of unauthorized or fraudulent use of credit cards or fraudulent applications with or without a loss.

    • Delete-Used to delete data you previously submitted to Visa ICS that you subsequently determine is erroneous.

    This session also reviews the available ICS reports.

      Intended Audience:

    This session is recommended for all member credit unions that participate in Visa In-House Credit processing with CO-OP Financial Services.

      Training Method:

    This is an Anytime Learning Module that can be accessed at your convenience. To register click on the Anytime Learning Module link below.

     

     

    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.

  • Invoice Billing

    The Invoice Billing Webinar provides an overview of the Billing Process as well as a review of the CO-OP Monthly Invoice Format. Additionally, two of CO-OP's End-of Month reports, the Institution Fee Summary and the Institution Fee Settlement are discussed.    Learn More

    RECOMMENDED PREREQUISITE

    NONE

    SESSION OVERVIEW

    The Invoice Billing Webinar provides an overview of the Billing Process as well as a review of the CO-OP Monthly Invoice Format.  Additionally, two of CO-OP's End-of Month reports, the Institution Fee Summary and the Institution Fee Settlement are discussed.

    The information covered during this session includes:

    • Monthly Invoice Billing
    • Billing Timeframe
    • Accessing Your Invoice
    • Monthly Invoice Format
    • Institution Fee Summary Report
    • Institution Fee Settlement Report
    • Helpful Documentation
    • Additional Assistance

    INTENDED AUDIENCE

    This session is intended for Credit Union personnel who review the CO-OP Monthly Invoice. 

    TRAINING DELIVERY METHOD

    Anytime Learning Module

     

    Upcoming Sessions

    There are no upcoming sessions.

  • Looking for a Point of Compromise/Common Point of Purchase using DataNavigator

    The Point of Compromise/Common Point of Purchase refers to the location where details of legitimate debit or credit transactions are compromised. In this module, we will demonstrate how to find the Point of Compromise/Common Point of Purchase using DataNavigator Transaction Research.    Learn More

    SESSION OVERVIEW:

     Information covered during this module includes:

    -Looking for a Point of Compromise/Common Point of Purchase Introduction

    -Looking for a Point of Compromise/Common Point of Purchase using DataNavigator

    INTENDED AUDIENCE

    This session is recommended for Credit Union Employees who are responsible for dealing with fraudulent transactions or anyone wanting to learn about locating Point of Compromises.

    RECOMMENDED PREREQUISITE
    Ability to perform a transaction search using DataNavigator.

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.

    Upcoming Sessions

    There are no upcoming sessions.

  • MasterCard Credit Reports (In-House Credit)

    Your institution will regularly receive several reports pertaining to MasterCard Credit transactions. The information provided in these reports can be used to assist in troubleshooting, settlement, auditing, summary reporting, and monitoring transaction activity.    Learn More

    SESSION OVERVIEW

    Your institution will regularly receive several reports pertaining to MasterCard Credit transactions. 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 Training Session includes:

    Part I - Review of Daily and Settlement Reports

    • Daily Totals Recap Report
    • Financial Summary Report
    • MasterCard Daily Settlement Report
    • MasterCard Adjustment Report
    • MasterCard Miscellaneous Fee Report
    • MasterCard Quarterly 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 MasterCard In-House Credit processing with CO-OP Financial Services. Specifically, those credit union employees who are responsible for reading and understanding reports and offsetting Credit Card based settlement.

     

    Upcoming Sessions

  • MasterCard Debit Reports and Settlement Overview

    Various reports are generated to provide information about the Debit MasterCard processed signature-based 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.    Learn More

    RECOMMENDED PREREQUISITE

    Introduction to Debit

    SESSION OVERVIEW

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

    Part I - Review of Daily and Settlement Reports

    • Cardholder Activity - Gateway
    • Financial Summary
    • MasterCard Daily Settlement
    • MasterCard Adjustment Report
    • MasterCard Miscellaneous Fee Report
    • MasterCard Quarterly Report (used to complete MC QMR)

    Part II - Settlement Overview

    The Settlement Overview portion of the training session includes information to help better understand the reports used during the settlement process as well as the mathematical equations used to verify net totals.

    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.

    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.

  • My Deposit: NGN Reports Anytime Learning Module

    The My Deposit: NGN Reports training module is a self-directed and will focus on the reports that the credit union will use for the My Deposit product.    Learn More

    SESSION OVERVIEW:

    The My Deposit: NGN Reports training module is a self-directed and will focus on the reports that the credit union will use for the My Deposit product.

    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. 

    Upcoming Sessions

  • NCR Interactive Teller Machine (ITM) Product Overview

    The NCR Interactive Teller Machine (ITM) Product Overview is designed to provide credit union employees with an understanding of this branch transformation solution.    Learn More

    SESSION OVERVIEW

    The NCR Interactive Teller Machine (ITM) Product Overview is designed to provide credit union employees with an understanding of this branch transformation solution and how some of the CO-OP solutions can support it.  Information included in the NCR Interactive Teller Machine (ITM) Product Overview:

    ›          Product Overview

    ›          Benefits

    ›          ITM Experience

    ›          Product Requirements

    INTENDED AUDIENCE

    This session is recommended for credit union employees who currently work with or are interested in the NCR Interactive Teller Machine (ITM).

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.  To register, click on the Anytime Learning Module link below.

    Upcoming Sessions

    There are no upcoming sessions.

  • NCR Interactive Teller Machine ATLM

    The NCR ITM lesson will provide you with the instructions for host settlement at the canister-level for the NCR Interactive Teller Machine (ITM).    Learn More

    The NCR ITM lesson will provide you with the instructions for host settlement at the canister-level for the NCR Interactive Teller Machine (ITM).

    This lesson will include the step by step instructions for the following NCR ITM tasks:

    ·    Cash Add

    ·    Cash Subtract

    ·    Totals Inquiry

    ·    Cash Reset

    ·    Totals Reset 

    INTENDED AUDIENCE

    This session is recommended for credit union employees who currently work with or are interested in the NCR Interactive Teller Machine (ITM).

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.  To register, click on the Anytime Learning Module link below.

    Upcoming Sessions

    There are no upcoming sessions.

  • NYCE Fraudulent Reporting Anytime Learning Module

    DataNavigator can be used to report fraudulent transactions to the NYCE network. This Anytime Learning Module will walk you through this process.    Learn More

    SESSION OVERVIEW

    In this session we will walk through the NYCE Fraudulent Reporting process including:

    • Step-by-step instructions on using DataNavigator to report NYCE fraudulent transactions.
    • The Exception Email Notification process.
    • Who to contact for additional assistance.

     

     

    INTENDED AUDIENCE

    This session is recommended for Credit Union employees in a Card Services Department, as well as staff who are responsible for fraud reporting.

    RECOMMENDED PREREQUISITE
    Knowledge of using DataNavigator for transaction research.

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.

    Register

    To register for this session, please click on the Anytime Learning Module link below.

     

    Upcoming Sessions

    There are no 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

    There are no upcoming sessions.

  • PIN Security Self Audit Training for CO-OP Driven ATMs

    This class is specifically tailored for credit unions that own atms driven by CO-OP. Each control objective in the CO-OP Financial Service PIN Security Self Audit will be discussed thoroughly. At the end of the session the participants will have an understanding of the objectives that they are already compliant with and which objectives will require written procedures created by the credit union. Class size will be limited in order to complete the session within the time period.    Learn More

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

    This class is specifically tailored for credit unions that own atms driven by CO-OP. Each control objective in the CO-OP Financial Service PIN Security Self Audit will be discussed thoroughly. At the end of the session the participants will have an understanding of the objectives that they are already compliant with and which objectives will require written procedures created by the credit union. Class size will be limited in order to complete the session within the time period.

    You can register online for this event by clicking on the Register link on the right side of the screen. If you have any questions, please contact Angela Barbera at angela.barbera@co-opfs.org.

    Upcoming Sessions

    There are no upcoming sessions.

  • Section 11 Learning Module

    The Section 11 training course focuses on the Deposit Processing procedures in Section 11 of the Operating Rules & Regulations.    Learn More

    SESSION OVERVIEW

    The Section 11 training course focuses on the Deposit Processing procedures in Section 11 of the Operating Rules & Regulations.  

    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.

     

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session. 

    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

    Anytime Learning Module

    Upcoming Sessions

    There are no upcoming sessions.

  • Secure Transfer

    Secure Transfer is used by member credit unions or vendors to securely upload and send files with sensitive data in them to a CO-OP employee. The Secure Transfer training session demonstrates the process credit unions and vendors will follow to safely and securely transfer documents to a CO-OP Financial employee.    Learn More

    SESSION OVERVIEW

    Secure Transfer is used by member credit unions or vendors to securely upload and send files with sensitive data in them to a CO-OP employee.  The Secure Transfer training session demonstrates the process credit unions and vendors will follow to safely and securely transfer documents to a CO-OP Financial employee.

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session. 

    INTENDED AUDIENCE

    This session is recommended for credit union employees with access to the Extranet who are responsible for providing sensitive data to CO-OP employees.

    TRAINING DELIVERY METHOD

    Online Learning Module accessible via the Extranet Library -in the Flash Demos Section.

    Upcoming Sessions

    There are no upcoming sessions.

  • Settlement and Balancing

    The Balancing and Settlement training session will provide guidelines for 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. This topic is offered as an instructor-led webinar and as an Anytime Learning Module.    Learn More

    SESSION OVERVIEW
    The Balancing and Settlement training session will provide guidelines for Terminal, Cardholder, and Institution settlement.

    The first part of the webinar is a high level overview of the balancing process.  Please note -   this information is not intended to replace your credit union's balancing procedures.  However, this session will provide general guidelines for Terminal, Cardholder, and Institution balancing.  In addition, we review the Cash Dispensed and Balancing Terminal Totals worksheet for those credit unions with ATMs. 

    During the settlement portion of the webinar, we will review information regarding different types of settlement including daily and end of month. 

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

    RECOMMENDED PREREQUISITE
    Daily Cardholder/Terminal Reports

    TRAINING DELIVERY METHOD
    Live Webinar 
    - To register for an instructor-led webinar, click on a date below.

    Anytime Learning Module - To register for the Anytime Learning Module which can be viewed at your convenience, click on the Anytime Learning Module link below.

    Upcoming Sessions

  • Settlement Estimate Process Anytime Learning Module

    CO-OP Financial Services is initiating a change in the way that transactions are settled. In this session, we will review the CO-OP solution which is centered on producing daily "estimated ACH" entries.    Learn More

    SESSION OVERVIEW

    The Agenda for this session includes:

    1)      Project Background

    2)      How will this affect my Credit Union?

    3)      Reports

    4)      Bringing It All Together

    5)      For Additional Assistance

    This change affects the following transaction types:

    • Plus/VISA (PAVD)
    • VISA In-House Credit
    • MasterCard In-House Credit
    • MasterCard Debit
    • Maestro/Cirrus

    INTENDED AUDIENCE

    This session is recommended for credit unions employees who are responsible for settlement.

    RECOMMENDED PREREQUISITE
    None

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.  To register click on the link below.

    Upcoming Sessions

    There are no upcoming sessions.

  • Shared Branch express Anytime Learning Module

    Shared Branch express is a self-service innovation that provides a branch transformation option for credit unions. It's a software-based solution designed to leverage the mainline ATM infrastructure that constitutes your most dominant delivery channel - the ATM. Shared Branch express ATM establishes a self-service standard by supporting both standard ATM transactions and Shared Branching transactions that provides members access to all account relationships and supports cardless transactions.    Learn More

    Shared Branch express is self-service innovation that provides a branch transformation option for credit unions.  It's a software-based solution designed to leverage the mainline ATM infrastructure that constitutes your most dominant delivery channel - the ATM.  Shared Branch express ATM establishes a self-service standard by supporting both standard ATM transactions and Shared Branching transactions that provides members access to all account relationships and supports cardless transactions.

    Information covered during the Shared Branch express Anytime Learning Module

    • Shared Branch express ATM Introduction
    • How to Support Shared Branch express ATMs
    • Balancing Terminal Activity
    • Shared Branch express ATM Reports
    • DataNavigator Transaction Research
    • DataNavigator Devices
    • DataNavigator Pin-Based Exception Processing

     

    Intended Audience:

    This session is recommended for credit union employees who are responsible for Shared Branch express ATMs or anyone wanting to learn about Shared Branch express ATM.

     Training Delivery Method:

    This is an Anytime Learning Module.  To register for this session, click on the Anytime Learning Module link below.

     

    Upcoming Sessions

    There are no 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

  • STAR Fraudulent Reporting Anytime Learning Module

    DataNavigator can be used to report fraudulent transactions to the STAR network. This Anytime Learning Module will walk you through this process.    Learn More

    SESSION OVERVIEW

    In this session we will walk through the STAR Fraudulent Reporting process including:

    • Step-by-step instructions on using DataNavigator to report STAR fraudulent transactions.
    • The Exception Email Notification process.
    • Who to contact for additional assistance.

     

     

    INTENDED AUDIENCE

    This session is recommended for Credit Union employees in a Card Services Department, as well as staff who are responsible for fraud reporting.

    RECOMMENDED PREREQUISITE
    Knowledge of using DataNavigator for transaction research.

    TRAINING DELIVERY METHOD
    This is an Anytime Learning Module that can be accessed at your convenience.

    Register

    To register for this session, please click on the Anytime Learning Module link below.

     

    Upcoming Sessions

    There are no upcoming sessions.

  • Terminal Driving Anytime Learning Module

    The CO-OP ATM processing environment is a full service terminal driving platform that provides a wide range of options and services for our Credit Union clients. The term ‘driving’ refers to the ability to control all aspects of a terminal’s ATM application and hardware.    Learn More

    Recommended Prerequisite:  None

     

    Session Overview:

    The CO-OP ATM processing environment is a full service terminal driving platform that provides a wide range of options and services for our Credit Union clients.  The term 'driving' refers to the ability to control all aspects of a terminal's ATM application and hardware.  In addition, CO-OP also extends ATM terminal driving to include other services so as to offer complete, end-to-end processing options. 

    The Terminal Driving Anytime Learning module will cover all aspects of the Terminal Driving process including: 

    • Introduction to Terminal Driving
    • DataNavigator Transaction Research
    • Deposit Processing
    • Terminal Reports
    • Pinned-Based Exception Processing
    • DataNavigator Devices
    • Gasper Reports
    • ATM Balancing Worksheet Review

    Intended Audience:  

    This session is intended for those Credit Unions that have CO-OP Network driving their ATMs or Credit Unions who are interested in the Terminal Driving Process.

     

    Training Delivery Method

    Anytime Learning Module

     

     

     

     

    Upcoming Sessions

  • Terminal Totals Facility (TTF) - Anytime Learning Module

    Terminal Totals Facility is an auxiliary system to the online transaction processing system which is used for cash management and remote terminal settlement.    Learn More

    SESSION OVERVIEW

    Terminal Totals Facility is an auxiliary system to the online transaction processing system which is used for cash management and remote terminal settlement. The TTF AnyTime Learning module will cover all aspects of the TTF process including:

    • Introduction to TTF
    • Cash Management History Totals Screens
    • Terminal Settlement
    • TTF Procedures
    • TTF Error & Information Messages

    INTENDED AUDIENCE

    This session is intended for those Credit Unions that have CO-OP Network driving their ATMs.

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    TRAINING DELIVERY METHOD

    Anytime Learning Module

    Upcoming Sessions

  • Transaction Troubleshooting

    The Transaction Troubleshooting Webinar is designed to provide Credit Union employees with the ability to research and review some of the most commonly denied transaction types.     Learn More

    RECOMMENDED PREREQUISITE

    There is no recommended prerequisite for this session.

    SESSION OVERVIEW

    The Transaction Troubleshooting Webinar is designed to provide Credit Union employees with the ability to research and review some of the most commonly denied transaction types.

    Information covered during the Transaction Troubleshooting training session  includes: 

    • Introduction to DataNavigator and Cardholder Maintenance
    • Things to look for in a Denied Transaction
    • Common Denied Transactions
    • Stand-in Processing and Denied Transactions
    • Authorization Blocks and Denied Transactions

    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 transaction research. 

    Instructor-Led Live Webinar - to REGISTER, click on date and time below. 

    Upcoming Sessions

  • Verified By VISA Anytime Learning Module

    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

    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.  This session is an Anytime Learning Module which can be viewed at your convenience.

    Information covered during the Verified by Visa training session includes:

    1. Verified by Visa Introduction
    2. Personal Account Manager
    3. Cardholder Support
    4. Verified by Visa Reports

    INTENDED AUDIENCE

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

    TRAINING DELIVERY METHOD

    Anytime Learning Module.  Click on the Anytime Learning Module link below to register.

     

    Upcoming Sessions

    There are no upcoming sessions.

  • Visa In-House Credit Reports Anytime Learning Module

    As part of your Visa In-House Credit Card program, your institution will regularly receive several reports pertaining to Visa In-House Credit transactions. The information provided in these reports can be used to assist in settlement, auditing, summary reporting, and monitoring transaction activity.    Learn More

    SESSION OVERVIEW

    Information covered during the Training Session includes:

    Part I - Review of Visa In-House Credit Reports

    • Daily Totals Recap Report
    • Financial Summary Report
    • Reimbursement Fees Report
    • ISA Fee Report
    • VisaNet DCS Fee Related Transaction Report
    • Visa Miscellaneous Fee Report
    • Monthly Settlement Summary Report
    • Visa Quarterly 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.

    Part III - Settlement for Plus/Visa transactions including PAVD transactions.

    This portion of the training session reviews the Advanced Clearing Process which is used to settle Plus/Visa transactions including PAVD.  Settlement for Plus/Visa transactions is completed using Estimated ACH Entries.

    INTENDED AUDIENCE

    This session is recommended for all member credit unions that participate in Visa In-House Credit processing with CO-OP Financial Services. Specifically, those credit union employees who are responsible for reading and understanding reports and offsetting Credit Card based settlement.

     TO REGISTER

    Click on the Anytime Learning Module link below.

    Upcoming Sessions

    There are no upcoming sessions.

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