SCENARIO
Can we help Mrs.Kim put a travel note on her husbands debit card if she is joint on the account?
NO
Kimo wants to transfer $100 from his account 78910 to his join checking with Malia on account number 12346
swxsdy
what is the item in specfile if you want to look at credit card transactions?
SSOTOPSCU
What feature allows members to pay bills to companies?
BILL PAY
what is collateral?
something the pledge incase they cannot make payments
What do you do if member needs a notary signature?
Schedule an appointment
Member wants to borrow money from his Signature Line for $400.00
LA X SD
If a member has a payment due on 6/17, what month of transactions is he most likely payin for?
Can members transfer to another member in hawaiiusa?
Yes
No
If a member goes negative on March 21 and goes back positive on March 31, does the member get their CP revoked?
No, 16 days
Member wants to make a payment towards his visa for $102.13
SW SC MP
What is the difference between a joint and secondary?
can provide info to one and not the other
Where do members go to get documents that they need sent to them?
Who are the 3 main credit beaurus?
Experian, Transunion, Equifax
What should you check if a member is requesting to waive fees?
Check length of membership, Courtesy Pay HTML on Specfile.
sd sc gl
What does our credit card numbers usually start with?
4
what is the feature called where members can set up transfers from their hawaiiusa accts to accounts they have with other FIs?
External Transfers
What does a member do when they need to ship their car to another state?
Come into branch with updated insurance and registration. Be in good standing.
What do you do if a member isnt able to answer or verify themselves into their account?
Ask them to visit a branch.
Member needs a copy for 3 months of statements
sw sc gl
If a member needs to dispute a transaction on their credit card, what should they do?
How long does an external transfer take to post?
2-3 business days
If a member needs a letter proving that the paid off their loan, what do you do?
Put it on clerical form.