Straight from the "source"
The name for the communications wall.
What is chatter?
The Affinity internal webpage
What is the Intranet
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?
Commonly known as CD
What is a certificate of deposit?
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 which indicates 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?
MLO and AIS are short for _______ & __________
Mortgage Lending Officer & Affinity Investment Services
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 name of the two softphone systems used at Affinity
Zoom and Five9
The page/screen used to 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?
This is where you would find your transcript
What is the Learning Management System, or LMS
The name of the menu that allow you to add a password or to add a memo when you are in the relationship profile screen
What is Contact Management?
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