Symitar
What transactions codes would I use for this scenario: I want to pay my loan from a different member number I am on.
SW LP Y or SW Y LP or LP SW Y
Where is the Challenge Questions and Password Form located? (Be specific with answer)
DocuSign under 'templates shared with me'
What forms can you access through Glia?
Branch Callback Request
MSC Support Service Callback
New Product Referral
How many pieces of verification does the member have to pass before we can assist them over the phone?
3
What is the monthly credit/debit external transfer limit per month?
100,000.00
Where can you find a members Overdraft Protection in Symitar?
Tracking 51 under IQ
Can we give a payoff to a dealership without the member on the phone?
No
In Glia, where do I go to listen to my calls or review my chats?
Engagement Explorer
One of the ways we can verify a member is ask one piece of Member Information. What are we referring to when we say 'Member Information'
Member Number, Account Number, Social Security Number, Debit Card Number, or Credit Card Number.
When do Mobile Deposits / Remote Deposit Captures post to the members account?
RDC files post around 12:30 and 4:30 each business day
Where can I set up an Overdraft Share Transfer?
Account Revision or in IQ, by right clicking on the share number.
Do we have medallion stamps available for members?
Yes (Verdae, Columbia, N Main, Spartanburg and Easley)
How do I edit my lightning messages for chat?
Click on your profile picture
If the member says "I do not know my password", is that a pass or fail?
Neither, if they do not know then you need to find another way to verify them.
What credit bureau does Savvy pull the members' credit score from?
Transunion
After searching for a member using a partial name, you do not need to do any further verification that you are processing a transaction for the correct member. True or False?
False
How do we know if the joint is deceased, once you pull up the account?
There should be a comment on the main page (teller transactions) saying 'John Doe is deceased'
What 'status' should you put yourself in before logging out of Glia?
End of day
Can we send the Challenge Questions and Password Form to the member if they do not know the Password or Challenge Questions on the membership, but we verified them in a different way?
What is the fee per external transfer?
There is no fee
What is the first thing we must do before processing a wire?
MPV the member
If a member is deceased and there is a loan, Credit Card, Mortgage or Heloc, who do you need to email, alongside Deceased Members?
Collections
How can you screen share with a member if they are on their computer?
Ctrl+Y
How many attempts or how long does the member have to pass MPV (Member Password Verification)?
3 attempts or 15 min.
Can you make a principal ONLY payment thru online banking?
Yes