Training - Exploring Member to Members Transfers*
All times listed are in Central time.
This event is free of charge.
Asterisks denotes training for members using Premier View.
Did you know there is a more cost-effective way to send transfers between two institutions that are members of Alloya? Join us for this 60-minute session where we discuss the Alloya-exclusive Member to Member transfer. In this session you will learn how to:
- Assign limits and thresholds for users
- Create Member to Member transfers
- Approve, update and cancel Member to Members
- View incoming transfers
- Set up, manage and use Member to Member templates
Register: To register for this session, please click on the registration button above. Detailed instructions will be provided upon registration.
Who Should Attend: Users that process wire transfers within Premier View
Workshop Fee: There is no fee for product users, but registration is required.
Credits: None available
Suggested Prerequisite: None
Advance Preparation: None
Course Level: Basic
Instructional Method: Webinar
Registration Deadline: One business day prior to the workshop date.
Cancellation Policy: No charge for substitutions. Alloya reserves the right to cancel the session due to lack of participation. Advance notice will be given if the workshop is cancelled. Questions regarding refund, complaint and program cancellation policies, should be directed to training@alloyacorp.org.
Questions? Contact training@alloyacorp.org.
Presenter
Kristin Jaklitsch, AAP, AFPP, CCUF
Coordinator, Training
Alloya Corporate FCU
As Coordinator, Training, Kristin Jaklitsch delivers product and service training to Alloya’s members, specializing in ACH Services, Coin & Currency Services, Domestic Wires, International Wires, Member to Member Transfers, Premier View Administration, Foreign Items and Real-Time Payments. Kristin began her career at Alloya as a Member Services Associate in 2016 and was promoted to Product Specialist in 2019, a position where she helped create procedures and documentation for her colleagues in the Member Services Department and supported the training process for newly hired Member Service Representatives. With her deep experience in member products and training, Kristin transitioned to Alloya’s Training Department in 2021, where she has been able to further strengthen the training and education program that Alloya provides to its members.