ID & Contact Info.
For member requests outside of Transaction Express, ID must be documented here.
At A Glance
This much of a check is immediately available when a standard hold is placed.
$300
Members qualify for OP Rewards in one of these two ways.
10+ years of membership or 6+ qualifying transactions
This is the system we use to access a member's Digital Banking profile.
Q2 Co-Pilot
Activity Manager is used for these two things.
Service Requests & Referrals
This is required if a member's ID is not on file and they want to withdraw cash.
Document ID type, number, and exp date in At A Glance
This criteria must be met in order for us to use the OP stamp.
This benefit is applied to fixed consumer loans for rewards-eligible members.
This contact info must be verified and sometimes updated before sending a password reset.
Phone Number in Q2
Tellers need this many referrals in a month to receive a payout after their first 90 days.
25
This is the procedure if someone doesn't provide the correct password.
Consult with supervisor, assess risk, possibly ask security questions
This is the endorsement requirement for treasury checks made out to multiple payees.
All payees must endorse
What are the three places where members can open a Loyalty Savings account?
Branch, Online, Contact Center
The acronym SAC is short for what?
Secure Access Code
This contact information must be marked as preferred in the Edit Person screen.
Phone Number
We can use this hold type on large cashier's checks, money orders, and government checks.
Immediate Availability Item Hold
This OP Rewards benefit is not available for businesses.
Premium Savings
External Payments question
Payments & Transfers > External
To get to Activity Manager from a person's Relationship Profile, follow this navigation path.
Contact Management > DNAactivity > Activities
This setting within each account's Deposit and Loan Maintenance must be updated when a member has a mailing address that is different from their physical address.
Mail Override to Mailing, if Different
The invitation to upgrade a Loyalty Savings to a Premium Savings is sent to the individual with these roles.
Tax Reported Owner/For & Tax Reported Signator (TRO, Signer)
To self-enroll in digital banking, members need to input these 4 things.
SSN, DOB, Requested Login, and either Month/Year of membership open or last 4 of DC #
This InfoCenter resource helps with filling out requests and referrals correctly.
Activity Manager Guide