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 will provide staff members with essential information to
maintain an ATM program whether it is a combo card, straight ATM card,
terminal, or a combination of these programs. Subjects include:
- Viewing cardholder and terminal
transactions via DataNavigator
- Inquiring on the status of a
terminal and remotely managing cash disbursement via DataNavigator
- Maintaining cardholder accounts in
Administrative Functions
- ATM Processing reports used to track
and verify account and terminal activity
CardSource Navigation
This session will give attendees an inside look at the at the
CardSource system for credit card programs. Participants should plan to take notes: this is an interactive offering, and no manual is included.
CardSource will be loaded and covered from start to finish, including:
- Steps on how to open new accounts
- Processing maintenance to existing
accounts
- Processing monetary transactions
- End of day/start of day process
Credit Card Essentials
This session will provide attendees with essential information for
credit card programs by combining credit card basics, accounting, and
reports. Topics covered include:
- Reading cardholder statements
- Application of payments
- Finance charge calculations
- Flow of an authorization
- Blocking/status accounts
- Accounting procedures
- Dispute processing
- Reviewing daily/monthly reports
Debit and Internal Credit Card Fundamentals
Whether you are a new staff member or an existing staff member
interested in a refresher, this one-day session covers all aspects of a
debit card program. Take a look at the Pass-Through system for steps on
how to:
- Open new accounts
- Perform file maintenance on existing
accounts
- View authorization activity
- Accounting procedures
- Dispute processing
- Reviewing daily/monthly reports
Fraud Prevention
With today's rising threat of financial and identification theft,
fraud preventative measures are of extreme importance. This session will
address:
- Factors contributing to fraud
- Types of fraud
- Authorization system
- Risk management services
- Reports used to monitor fraud
patterns
|
Some files provided
on this web site are in Portable Document Format (PDF) which can be viewed
with Adobe Acrobat Reader.