What’s the fastest way for a member to receive certified funds without waiting in line, even though they’ll still need to pick them up at the branch?
Request a cashier’s check
When a member opens a new account, what’s one of the first things we should promote?
Enrolling in Online Banking
What should members set up in the app when traveling so their card doesn’t get flagged as suspicious activity?
Set up travel notifications
Which service allows members to send or receive money instantly, even outside Navy Federal?
Zelle
When it comes to applying for loans, credit cards or opening accounts such as CDs, checkin, etc., what’s the quickest way members can get it done?
Through the Navy Federal mobile app/online
What incentive is given to encourage members to sign up for Online Banking at account opening?
$5 voucher
If a member doesn’t need a debit card right away, what’s a convenient way they can order one?
Through the Navy Federal mobile app or by calling 1-888-NAVYFED
What feature lets members move money between Navy Federal and an external bank account?
External transfers
What system do MSRs use to leave account-level or member-level notes?
OneView
What’s one way to improve digital engagement while ensuring members understand that alerts are strictly non-marketing?
Encourage members to sign up for text message alert
Members can organize their accounts for easier tracking by adding what?
Nicknames
If Zelle isn’t available, what’s another fast way members can send money to another Navy Federal account holder?
Member-to-Member transfer (internal transfer)
If a member misplaces their card or wants to temporarily stop unwanted payments without replacing it, which feature should they use?
Freeze/Unfreeze card
Which digital tool inside the app helps members budget and track their credit score?
My Making Cents
Which feature allows members to set up recurring payments to outside companies like utility or phone providers directly through the app?
Bill Pay
In what order should MSRs process Navy Federal credit card cash advances, starting with the primary option?
OneView → Encore → TSYS