Fun with Symitar
The transaction string for transferring from one share to another within the same account
What is SW X SD ?
This is where in Synapsys you would look to see if someone called a member and why
What is a Phone Log?
This lets the member know you care when they express a feeling or tell you about something that happened or is going to happen
What is Empathy?
This team helps members who may be delinquent on a loan or overdrawn
Who is Loss Mitigation/Collections
What is three?
This happens when a member uses their debit card and will make the members Available balance lower than their Balance
What is a debit card authorization aka hold ?
Snakes live on every continent except for this one
What is Antarctica
This is something you can do during a call but don't let it last more than 3 minutes at a time
What is putting a member on hold?
This department is happy to help you get the member statement copies, check copies and is best reached by sending a Service Event
What is Document Management?
This is who we would transfer a member to if a debit card transaction on their account is not of their doing
Who is Co-Op?
This is where you look to see items that have cleared a members account
What is Transaction History?
You click on this in Symitar to add a Phone Log, Note, Referral or Service Event in Synapsys
What is the Plus sign under my name in the profile section in Symitar
This is almost always the #1 way to make a member feel valued during a call
What is using their name?
This team has Digital Guides and helps members primarily online
What is Remote Delivery?
This teams help is super important when you or the member suspects activity on their account may not be theirs and you may transfer members to them as well.
What is EFM or Enterprise Fraud Management?
This is what signifies you are looking at the membership/account information for the person you are talking to
What is the green dot?
Out of more than 4,000 species of snakes only 600 are this
What is venomous?
This is something you do during the call that helps you make sure you do not miss something the member mentioned or that you thought of while looking at their account(s)
What is note taking?
This NBA team has done more for local charities than any others. Giving over 3.65 million to 69 charities in just 2024 alone
Who are the Golden State Warriors ?
This is when a fraudster uses a fake online identity and gains the members trust by flirting and making them think they are someone else, and a lot of times gets them to send money
What is a Romance Scam?
This is the only drop down choice that appears in Related Functions on the main member screen as well as the Related Functions when going to the IQ tree
What is Image Retrieval?
This is the quickest way to pull up a members Synapsys profile from Symitar
What is clicking on the name right above the Profile?
What is it called when you repeat to the member what they need/want in your own words so they know you know what they wish to do
This department would be the best to reach out to when a member does not know why their new payroll deposit didn't make it into their account
Who is Payment Services ACH dept?
These are the two non-negotiable parts of Out of Wallet Verification
What is the last six of their Social Security Number and their Date of Birth?