Symitar
Code string to transfer funds from Savings to Checking within same membership?
What is "SW X SD"?
Important post made every Tuesday by HR to the Loop Home page?
What is "Employee Digest"?
Appropriate way to collect members name over the phone?
What is "May I have your first and last name please"?
What is "May I ask who I'm speaking to today"?
What is "Could I get your full name please"?
Location to provide interest rates for share & loan accounts?
What is "Rates" tab
Do you need a login for Digital Banking Admin?
What is "No, should be able to click Log In with SSO?"
Code String to Void a transaction?
What is "VO"?
Name of quick link found on The Loop home page that houses most programs utilized in our role?
What is "Info Search"?
A high risk caller requires what to proceed with the call?
What is "Verify first & last name", verify codeword (if present) and 2 additional security questions.
If no codeword is present...
What is "verify first & last name & 3 security questions.
Best way to assist member find the nearest branch?
What is the "Locations" tab?
When should you "Resync" digital banking admin?
What is "when members Personally Identifiable Information has been updated in Symitar."
Code string to transfer a loan payment within the same membership?
What is "LP X SW"?
Name of our Loop Page that provides important updates for Contact Centers/Remote Services employees?
What is "News & Latest Updates"?
When would you choose the wrap-up reason "Unique" after ending a call?
What is "Did not need to verify caller", "multiple voices on the line", unable to verify caller"?
Where to review loan options to discuss details with members?
What is "Borrow" tab?
What should you do if a members account is being locked out, but they are stating they are not attempting to login?
What is "review audit & session log to check for automated attempts from services such as Yodlee." "Inquire if member has linked any other financial accounts to pull data" and finally "suggest updating username."
Code string to transfer funds from one membership share to another membership share?
What is "SW X SD Y"?
Name of our Loop page that provides resources for contact centers/remote services employees?
What is "Job Aids and Cheat Sheets"?
What is click "Can't Verify Now"
Where to review investment center product availability?
What is the "Plan and Protect" tab?
What is click on the "Business" tab, then select the business, then click on "Users" from the left hand side bar, then click on the correct profile to view.
Code string to transfer a loan payment from one membership share to another membership loan?
What is "LP Y X SW"?
Where can YOU review benefits and receive help with your financial well being on the Loop?
What is the "Employee Center" aka the "Employee Branch"?
How do you place a call on hold in Finesse to call another employee or department?
What is select "Consult" from the menu and type in employees name or dial extension, then press consult again. Caller will be placed on hold at this time.
Where can members submit feedback?
What is "Contact" tab - scroll down to "General Feedback"
How do you view login attempts in Digital Banking Admin?
What is the "Audit Log" &/or the "Session Log"?