Courtesy Pay
What are the 3 different Courtesy Pay Limits?
$500,$800,$1200
How long does the New Account Hold last?
7 Business days
What was the procedure we went over this morning?
Robbery Awareness
T or F: RITEE is what we use to remember the 5 steps for a Great Member Experience.
False that is used to remember the 5 pillars
T or F: Courtesy Pay is a line of credit
False
What is our daily withdrawal limit for our members?
$2,500.00
What is the APY a member earns on the first $10,000.00 in their HYC account if they meet all of the requirements ?
earns $5.25% APY up to $10,000 balance
What is Step 2 of QBS6? full name
Discovery/ Needs Assessment
T or F: A member cannot withdraw from their courtesy pay on the teller line without using a personal check.
True
For Shared Branching what is the maximum we can do on a Cashier's Check before needing to provide their Credit Union with a Courtesy Call?
$10,000.00
T or F: you should always try to follow the robber and get his car make and model as well as license plate number to give to the authorities.
False
What is the follow up process for step 6 of QBS6?
2 day 2 week 2 month 6 month and Quarterly
What are the 2 main ways a member can access their courtesy pay to withdraw cash?
Writing a check and cashing it in a branch at the teller line and doing an ATM withdrawal.
Yes or No: Member comes in and says they need to have $5,000.00 in cash to pay the landscapers, you notice they have never made a withdrawal for this dollar amount before, but they have been a member since 2010 with a consistent direct deposit of $3500 each month. We have $80,000.00 in the TCR, would you make the withdrawal for them?
Yes
What are the 7 Checking Accounts that we currently offer?
Free, Plus, Premium Plus, High Yield, Fighting Irish, Student, UIC Ignite Express
What are the 5 steps for a Great Member Experience?
Greet the Member, Serve the Member, Resolve an Issue by Offering a Solution, Transfer to a Partner (if needed) and Close or Follow Up
If a member comes in and says they tried to use an ATM to withdraw money from their courtesy pay but it denies the transaction, where do we go on keystone to opt them back in to being able to do Courtesy Pay at the ATM?
Under Relationship Tree click Checking Account then go to drop down Courtesy Pay ATM and debit card and change from no to yes and hit update.
Yes or No: Member opened their account with Fred on 2/22/24 and has used the account regularly since they opened it but now they are coming in for their first check deposit of $1000.00 on 5.21.24, they have had an average balance of $550.00 since they account has been opened, does a hold need to be placed?
Yes, New Account Hold since its the first check presented
What do you immediately do if you have been robbed?
Go to your supervisor and inform them you have been robbed and do not speak to anyone about it.
What are the 5 Pillars of MX?
Integrity, Expectations, Time and Effort, Resolution, Empathy.
Name all 8 members of the Executive Team
Todd Gunderson, Sue Heyen, Kevin Allen, Michael Hirt, Michael Eck, Jeffrey Rothmeyer, Paul Fitcher, Scott McDonald.