Cards
Transactions
Product Knowledge
Forms
Systems
100

This card you can only use at ATM machines and not at a store. 

ATM Card

100
Member wants to transfer $50.00 from his savings to checking account

SWXSD

100

This savings account is what everyone needs to open when joining the credit union

Prime Share

100

What form do you use if a member wants dispute a ACH transaction?

WSUD

100

What system do you use to look at members credit card transactions?

Quickassist

200

This card can be used to purchase items via a line of credit and the funds become available to use again when you make a payment. 

Visa Credit Cards

200
Member wants to make a payment towards his loan from his checking account

SW X LP

200

This checking account give you cash back. 

Kasasa

200
What form do you use if a member wants to cancel an ACH transaction?

ACH Stop Payment 

200

What system is used to view anythign that was imaged on the members account (statements, forms, copies of checks, etc)?

mVI

300

How much do we charge for a replacement debit card?

$10

300

Mark wants to transfer $150.00 from his checking to his girlfriends account that he is joint on

SW X SD Y

300

This checking account gives pays members interest. 

eLife

300

What form do you use if a member wants to make a change to their certificates?

Certificate Request Form

300

This system is used when you want to dispute a members debit card transaction

Centrix

400

If you are mailing a card, what do you have to do before ordering it?

Verify mailing address

400

Member wants a fee waived and you give the OK to waive it 

SD SC GL

400

What type of account gives members higher dividends but locks in their money for a set period of time?

Certificates

400
What form do you use if a member is requesting you to send him an account ID card?

Clerical form

400

What system is used to have members electronically sign things?

Adobe eSign

500

How do you check what accounts a card is linked to?

Card # in IQ and look for "Sav ID" and "Chk ID"

500

Member wants to pay his visa credit card using the checking account that he is joint on with his wife. 

SW Y SCY SC MP

500

This loan allows a member to draw money from it or transfer money from it whenever the member needs it

Signature Line of Credit

500

What form do you use to make a check stop payment? 

Draft Stop Payment

500

What button is used in symitar to look at members courtesy pay history?

Courtesy Pay HTML
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