History of the CU
Who started the Credit Union?
Who is Robert Wayne
Who is the supervisor for the M St Branch?
Denise
When a member wants to dispute (genuine) fraud, which form do we use?
Fraud Form
What does "SW CD" strand for?
"Share Withdrawal" "Cash Disbursed"
If a member requests to see a manager, what would you do?
Call the manager over
How did the Credit Union start?
What is in a shoe box
Who is the supervisor for New Accounts?
Merissa
If a member wants to order checks, which form do we use?
Check Order Form
What does "CR SD" stand for?
"Cash Received" "Share Deposit
If a member tells you they have fraud on their account, what would you do?
Look at the transaction history
How many school branches do we have? (Name them too)
4 school run branches
Bulldog, Cougar, Hawk, and Bear Branch
Who is the supervisor for the ATM Department?
Sarah A.
Which forms do we use to set up automatic Visa payments?
What does "X" stand for?
Transfer
If a non-member hands an onus check, what would you do?
- OFAC
- Check Signatures
- Stamp and Fingerprint
What year did the credit union start?
What is 1954
Who is the supervisor for the Loan Department?
Monica or Peggy
Which form do we use when a member wants to set up transfers? (They do not work at a school)
Auto Share Transfer Form (Yellow Form)
What does "Y" stand for?
Yonder
If a member has an account with PAST due loans, what would you do?
Ask you Manager to see notes
Name two of our current board members
Terry, Luis, Richard, Ben, Susan, Alice, Scott, Jennifer, Wayne, Harlan, Steve, Stan, Cheryl, Alice A., Marcia, and LaVonne.
Who is the supervisor for the Los Banos branch?
Jessica P.
What form do we use when a member wants to STOP an auto transfer (account to account)?
Auto Share Transfer Form (Yellow Form)
What does "RN" stand for?
Rental (Safety Deposit Box)
If a member does something deemed suspicious, what would you do?
Fill out a SAR form