Customer Staff List

Screen ID:	UCMSTF-01
Screen Title:	Customer Staff List
Panel ID:	1814
Tool Number:	1008
		Click here to magnify

Access this screen by selecting Staff from the Customer Profile.

This screen displays your credit union employees who are entered in your Customer Profile in CBX. Select an employee and Select to view the detail screen.

Some of the information from this database appears in the CBX “Learn From a Peer” analysis dashboards. If you see anything that needs to be corrected, contact any Client Service Representative and we’ll be happy to update our records. (Note that for some LFP tools, data is only refreshed once a month near the beginning of the month, so you may not see the change immediately on those dashboards.)

Here are the roles that are included:

Department	Title	Code
CEO	CEO	PR
Finanace	CFO	A1
	Account Manager	A2
Lending	CLO	L1
	Lending Manager	L2
	Collections Manager	L3
	Loan Officer	L4
	Collections Officer	L5
IT Hardware Software Imaging Implemetations	CIO	I1
	IT Manager	I2
	Data Analyst	L3
	Web Services	I4
	Mobile Applications	I5
Human Resources	VP	H1
	HR Manager	H2
Operations	COO	O1
	Records Retention	O2
	Operations Manager	O3
	Member Service Manager	O4
	Front Line Staff	O5
	Security	O6
	Item Processing	O7
	Imaging Manager	O8
Marketing	Marketing Manager	M1
Internal Audit	Auditing Manager	S1
	Compliance	S2
Platics	EFT	P1
	Debit	P2
	Credit	P3
Data Processing	This person will receive mailings concerning day-to-day processing requirements, special requests for information about your credit union’s processing needs, and announcements regarding problems or planned down times. In addition, we may also direct reports, microfiche, supplies, check copies and other Item Processing paperwork, and other similar system information using this title.	DP
Librarian		LB
Emergency Contacts		E1
		E2