This comprehensive training program is designed to help employees quickly get oriented with the essential features of the FLEX system. Your training path begins with the FLEX New Employee Guide, a comprehensive tool that offers suggestions on courses and documentation best suited to your specific role. The guide is conveniently organized by general positions, including tellers, member service representatives, loan officers and more.
Training includes comprehensive guides for:
- Accounting Training
- Collections Training
- Lending
- Management Training
- Member Services Training
- Teller Training
Note: This training provides instructions on how to use the FLEX system. All employees are required to refer to their individual credit union for specific policies and procedures regarding daily operations.
Course Curriculum
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Accounts Payable Imaging in FLEX
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Fixed Assets
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Flex Check Register Maintenance
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Flex Check Register Reconciliation
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General Ledger Check Disbursement
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General Ledger Maintenance
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General Ledger Month End Closing in FLEX
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General Ledger Sort for Balancing
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General Ledger Technical Documentation
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Investments Technical Documentation
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Payroll Maintenance - Back Office
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Prepaid Expenses - Back Office
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Account Notes Maintenance
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Address Maintenance
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Authorized Signer Maintenance
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Beneficiary Maintenance
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Calculate Check Digit
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Certificate Maintenance
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CheckSystems
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Close or Reopen an Account
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Credit Score Maintenance
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Deluxe Detect
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FLEX Photo ID Documentation
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Hold Maintenance
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Internet Banking User Maintenance
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IRA and HSA Maintenance
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Joint Owner Maintenance
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Open New Accounts
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Open New Certificates
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Open New Share Accounts
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Share Maintenance
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Stop Payment Maintenance
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User Defined Field Maintenance