Back Office

This course provides an in-depth exploration of the FLEX back office system, equipping credit union staff with the knowledge and tools needed to confidently navigate, manage, and optimize core operations. Participants will learn how to handle member accounts, post transactions, reconcile daily operations, manage certificates and loans, generate reports, and interpret system-generated entries. With hands-on instruction and real-world scenarios, this course is ideal for tellers, operations staff, supervisors, and anyone involved in the day-to-day management of the FLEX core.

What You’ll Learn:

• Navigating the FLEX back office interface
• Understanding transaction codes and system-generated teller IDs
• Performing account maintenance and adjustments
• Processing ACH, ATM, and online transactions
• Managing loan payments, certificates, and overdraft settings
• Utilizing reports and audit trails for compliance and oversight

By the end of this course, you’ll be able to streamline your workflow, reduce errors, and support your credit union’s operational excellence using FLEX.