Shared Branching Inquiry-Where My Members Branch-Totals

Screen ID: IMBBRN-05
Screen Title: Shared Branching Inquiry – Where My Members Branch – Totals
Panel ID: 3937
Tool Number: 977
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Access this screen by selecting a branch on the Shared Branching (Other CU Branches Used by My Members) screen and selecting Totals.

This screen shows a detail of the transactions made my your members at other credit unions. The information is broken down by transaction description, and then further down by number of members, number of transactions, transactions per member, aggregate transaction amount, the number of men, women and organizations, the savings balance and the loan balance.

SEE ALSO: CU*BASE Shared Branching and Knowing Your Members CU*BASE Relationship Management Tools

Option

Field Name

Description

Select

Select this option to go to an inquiry screen where you can see information about your members at other credit union branches, such as the Tiered Service level of those member.