Making Transfers: What Type and When


When it comes to transfers, there are complexities to how they work at your credit union.  Synergent is aware of the complex inner workings of transfers and will be hosting the webinar, Transfers, Transfers, and More Transfers! on Thursday, September 10, from 2:00 p.m. to 3:00 p.m.

To clear up confusion surrounding transfers, be sure to join Synergent for this webinar to cover share transfers, loan transfers, EFT transfers, and IRS transfers. As an attendee of this webinar, you will discover how to determine the appropriate transfer record for the member's situation, how to set up each transfer record appropriately, and know beyond a doubt when a transfer record will transfer the funds.  Many employees will benefit from this training opportunity and gain confidence when dealing with transfers.

To register for this webinar, click here; contact the Synergent Learning Center; or call Synergent at 800.442.6715.