Go to the 1Source!
The name for our company announcements and communications wall.
What is chatter?
Zoom and Five9
What are the two softphone systems we use at Affinity?
The Module where you will find "Wizard" and "Maintenance" menus as well as Relationship Profile.
What is the relationship module?
When you process a deposit and a withdraw of the same amount from one account to another.
What is a transfer?
The two main systems used for looking up member profiles
What are 1Source and DNA?
______ are created and sent to appropriate departments to resolve/get help with issues; such as getting a lien release letter or Online banking issues.
What are cases?
The voice verification system used in conjunction with Five9.
What is Voice ID?
These are examples of ___________.
"Tax Owner Restricted"
"New member 1-30 days"
"Waive Cashier check fee"
What are examples of restrictions or flags or alerts?
The field we fill out so we know who is requesting/authorizing the transaction.
Who is the transacting person?
System used to look up and maintain consumer loan applications
What is Velocity?
Located within a member's profile, this is the section where I can find out about their accounts, balances, and transactions.
What is financial information?
A ____ _____ is when you transfer a member to another person/department, having already spoken to that 3rd person while the member is on hold.
What is a warm transfer?
We primarily use ___________ to look up a member's accounts and their personal information
What is the Relationship profile?
Name the action for borrowing fund from an line of credit in transaction express
What is the principal disburement?
System used for IRA & HSA
What is Ascensus?
______ are created and sent to yourself or another department, such as AIS or commercial loans, when member are interested in a product.
What is a Lead or referral?
The instant messaging app/function used by Affinity to communicate with people in the company.
What is Zoom Chat?
The page/screen can you update a person's phone or email?
What is Person Maintenance? or Contact screen?
Term for when a teller reverse a same day transaction in order to fix or undo a transaction
What is error correct?
Name the two system for company documents: one for archived document, the other for policies and procedures
Nautilus and Zavanta (CKR aka Library)
This is where you would go to look for guides and resources.
What is the Knowledge page?
Chat groups with a specific teams or group within Zoom are called this.
What are Channels?
Name the menus that you would click on to add a password or to add a memo, starting from the relationship profile screen
Contact Management
Person, Person Fields for password
Note for memo
Term we use when a member wants to pay and close a loan.
What is payoff?
Name the systems used for the following:
1. Online banking access
2. Zelle
3. Filing card dispute
1. Digital Insight
2. Compass
3. Centrix