Remote Transaction Roundtable
Tuesday, August 13, 2013

FirstLight FCU
9983 Kenworthy Street
El Paso, Texas 79924

Who Should Attend?

Branch managers, Teller Supervisors, Operations, Call Center, and Accounting staff.  Current items on the agenda are listed below.

Discussion Topics

New CO-OP Shared Branching Policies and Procedures effective 4-15-2013

  • Adjustment Fees 2013
  • League Pack Invoices
  • Returned Items Shared Branching
  • New CTR and SAR's requirements
  • Transfers via Shared Branching
  • Credit Union "on us" Teller and Official check processing
  • New Shared Branching Logo
  • New Shared Branching website coming
  • New Mystery Shopper program review
  • New RTR notification system. Who at your credit union is signed up?
  • New RTR website
  • CO-OP Shared Branching Fraud Alerts
  • Location Guides Shared Branching



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