Teller Transactions
I want to transfer a loan payment to/from my other account.
What is SW X LP Y?
You should count your cash a minimum of what?
What is three (3) times?
What are the three (3) services we offer at the Main office ONLY
What is Coin Machine, Medallion Stamp and Safety Deposit Boxes.
The name of the icon that allows SMSR to balance their drawers AND to see if they are in/out of balance?
What is Teller Totals?
In order to open up ANY type of membership, we need this form of ID
What is SSN/ITIN?
I want to transfer money to another/someone else's account.
What is SW X SD Y?
We look for these three (3) things when examining bills?
What is Ghost face, strip, and textured lines.
A member comes in because their debit card is blocked and wants to know what exactly caused it, we need to check...
What is ATM Dialog?
We click on this button when we need to enter our check totals.
What is RUN CHECK TAPE?
Minor can have a checking account but needs to be what age and must need what else?
What is 16 and Parent/Guardian to sign.
I want to move advance money off off of my LifeStyle LOC into my checking account under a different member number.
What is LA X SD Y?
When accepting checks, we always go by which dollar amount?
What is the written dollar amount?
We accept all forms of direct deposit but we can only set it up on our end for this group in particular.
What is JCPS?
Besides voiding a transaction step-by-step, we can use this to find the whole transaction and void it.
What is Sequence Number?
When opening accounts in high school branches, we pull two (2) reports EXCEPT?
What is Credit Report?
I want to make a principle payment on my other Class Act account.
When a member needs an Official Check to pay someone/business, there will be a fee of $___, but if it's payable to them it is ____.
What is $5; free.
These are some of the services we offer at Class Act but NOT at our High School branches... Name at least five (5)
What is Cash Advance, Savings bonds, Debit card printer, Lien releases, Starter checks, etc.
After you update your balancing sheet, you need to...? Explain.
What is saving file Print to PDF using my teller number and sign electronically?
If a member gives you a Driver's License with an old address, what types of Address Verification can we accept? Name at least three (3).
What is Bank Statement, Utility bill, Lease, Land line, etc.
I need an Official Check made payable to me from my savings account.
What is KD SW SC?
Personal checks are good for ___, Government checks are good for ___, and if it doesn't say, then we go by ____.
What is 6 months, 1 year, and 6 month rule.
Xavier's grandmother Marsha Brown needs to play a Stop Payment on her check that never made it to it's destination. She wants to avoid paying the $33 fee; what can Ms. Brown do? Explain.
What is Online Mobile Banking; use our mobile app to place a SP on her check and avoid having to pay $33.
This is the correct method of counting bills/change to members...
What is Large to Small.
Parent comes in with their 17 year old kid who just got hired to open a membership. Who will be Primary on this account?
What is Kid will be Primary, Parent will be Joint.