Solution

Discover the Knowledge Ops Platform difference.

Learn a new way to work, train, and support employees.

Launch confidently with one-on-one support at every step.

See ScreenSteps in action with pre-recorded demo videos.

Discover the Difference

Use Cases

Industries

Contact Centers

Explore Customer Stories

Objectives

Employee Performance

Employee Training

Digital Transformation

Change Management

Internal Operations

Customer Self-Service

Succession Planning

Explore Customer Stories

Resources

Where to Start

What is Knowledge Ops?

What is Find & Follow?

Knowledge Ops Maturity Model

Get the Find & Follow Book

All Resources

Weekly Webinars

Find & Follow Book

Learning Center

Guides + eBooks

Partner Program

Get the Find & Follow Book

Pricing

Get a Demo

You Got the Templates!

Credit Union Job Aid Template Packet

Click the button below to access the Credit Union Job Aid Template Packet (we've also emailed you a link for easy access in the future).

Click Here to Access the Templates + Examples

Credit Union Job Aid Template Packet

How to use this template packet

Step 1: Click the button below to open the Google Docs file

Step 2: Save the file as a Word Doc or make a copy of the document to keep it as a Google Doc.

To save as a Google Doc, go to File > Make a Copy > Name the File > Click “Make a Copy.”

Step 3: Find the template you would like to use within this document.

Step 4: Plug in the information to match your procedures.

Click Here to Access the Templates

Credit Union Job Aid Template Packet

While you're here ...

Check out these additional resources for boosting employee confidence & creating a more consistent member experience.

MSR Training Template

Train, retrain, and cross-train Member Service Reps faster with this training template.

Get the Template

Cost of Tribal Knowledge

Learn how much a reliance on tribal knowledge is costing your credit union.

The Find & Follow Framework

Change the way your employees work & train with a framework built for the modern workplace.

Explore the Framework

Ready to increase employee confidence and improve the member experience for good? We can help.

Knowledge Ops Solution for Credit Unions