Services - Educational Tools

Events Calendar | Registration Form | Covera Educational Brochure

Training

Covera offers numerous training opportunities year round, designed to maximize your credit union’s bottom line.

Through regional sessions, customized training and free webinars, we equip your staff with the knowledge and skills they need to optimize your card programs. Training sessions can be held at your credit union for greater convenience. The location and content is up to you.

Delivered by knowledgeable Covera staff, training sessions are adapted to the level of training most relevant to attendees.

Course Descriptions

ATM Processing
This session provides essential information to maintain an ATM program whether it is a combo card, straight ATM card, terminal, or a combination of these programs. This session will prepare staff to:

  • View cardholder and terminal transactions via DataNavigator
  • Inquire on the status of a terminal and remotely managing terminal cash via DataNavigator
  • Process Cardholder and Terminal Exceptions via the Exception Management System in DataNavigator
  • Maintain cardholder accounts in Cardholder MAintenance (Web AP)
  • Track and verify account activity using ATM processing reports

Credit Card Essentials
For new or veteran staff member, this one-day session provides insight on essential aspects of a credit card program by combining credit card basics, accounting and reports. Topics covered include:

  • Reading cardholder statements
  • Application of payments
  • Finance charge calculations
  • Cardholder inquires (using the toll free 800 #)
  • Flow of an authorization
  • Blocking/status accounts
  • Accounting procedures
  • Dispute processing
  • Reviewing reports

Debit/Internal Credit Card Fundamentals
Whether you’re a new staff member or existing staff interested in a refresher, this one-day session covers all aspects of a Pass-Through card program. Explore the Pass-Through system for steps on how to:

  • Open new accounts
  • Perform maintenance on existing accounts
  • View authorization activity
  • Accounting procedures
  • Dispute processing
  • Reviewing reports

FlexDebit Solution
This educational session provides essential information for Covera Card Solution’s FlexDebit solution. This session will prepare staff to:

  • View cardholder and terminal transactions via DataNavigator
  • Process PIN based Exceptions via the Exception Management System in DataNavigator
  • Dispute processing
  • Maintain cardholder accounts in Cardholder Maintenance (Web AP) and Administrative Functions
  • Reviewing reports

Fraud Prevention
With today's rising threat of financial and identification theft, fraud preventative measures are of extreme importance. This informative session will touch base on factors contributing to fraud, the various types of fraud, the authorization system, bankruptcy procedures, risk management services and reports used to monitor fraud patterns to help reduce losses on your card portfolio.

 


Home | Contact Us | Site Map | Terms of Use Agreement

Covera Card Solutions
Phone: 1-866-5COVERA (866-526-8372)

Some files provided on this web site are in Portable Document Format (PDF) which can be viewed with Adobe Acrobat Reader.
If you do not have Acrobat Reader, you can download a free copy.