Member Personal Banker

Screen ID: 

Screen Title: 

Panel Number:

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UPERBNK-02

Membership Personal Banker

6634


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Access this screen by entering an account in the previous screen and pressing Enter.

Get the member's perspective with this online banking video: Online Banking Overview (More videos below!)

Helpful Resources

Learn how to update your credit union's default PIB settings.

My member forgot his/her security questions. What do I do?

Screen Overview

This screen is a central place for all of the personal banking options a member can request. Items are listed alphabetically to make them easier to find, and you can quickly scan the member’s current enrollment status and other relevant information listed next to each item.  You can also reset a member's password to his online PIB Profile or the member’s security questions from this screen.  Click Go! in front of an item to move to the screen.

Use the Search field at the top of the screen or scan an alphabetical listing of the items.

Additional Video Resources

View more member-facing online banking videos!

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UPERBNK-02.htm