CRM Service Requests
The service request used to request a new Debit Card for a member is called?
Card Services > Debit Card Order
This department can be called for assistance with most things, unless it's past 4:30.
What is Member Support.
Checks can be held for as little as a few business days or as long as this number of days.
What is 7 Business Days.
This is our current 9 month CD Special.
What is 4.00%.
Trenton worked at 2 prior institutions before P1st. One was 3Rivers while the other was a bank. What bank was it?
What is First Federal.
This service request is used when a member makes (2) Visa Credit Card payments on accident.
Complaint > Back Off Payment Visa Only
This person is listed to be called first when it comes to New Mortgage Inquires.
Who is Brooke Sommers.
What is the "New Member," Check Hold.
This is our current auto loan special.
What is 4.49%.
Trenton was born in February in the winter of 1999. His birthday falls on this government recognized holiday.
What is Groundhog's Day.
This service request is primarily used for escrow payments.
Transactional > 1st MTG Payment
DAILY DOUBLE
When members are dealing with creditor placed insurance, this person is the primary resource for CPI related issues.
Who is Andrew Oshurak.
If a hold is not placed on a check that typically would require a hold, according to the check hold quick reference guide, this must be gathered before the transaction is completed.
What is the ABSM or BSM's initials.
This is our current 31 month CD special.
What is 3.55%.
Trenton is a big fan of the NFL. His team is the Dallas Cowboys but he loathes one team in particular. That team happens to be which NFL team?
What is the Green Bay Packers.
O/D Setup and Adjustments Service Request asks you for a member's checking account number, draw accounts, if they are declining all coverage, and this final important item.
What is "REG E"
Who is Juliet Sokolowski.
A member brings in a Cashier's Check from Pro-Fed FCU in the amount of $959. This member tells you not to put a hold on this check. What is the procedure?
The procedure is to not put a hold on the check due to it being an official check under $1,000.
This is our current 60 month share certificate special.
What is 3.25%.
Trenton started at Partners 1st in the Account Solutions department. What was his scheduled hours?
What is 9-5.
A member comes in to close their savings account and their credit card. You verify that credit card balance is $0. You submit a "Close Credit Card" service request. You close the savings account. What did you do wrong?
You closed the savings? The savings must remain open until the credit card is closed.
Trenton Bitzel is 59 days past due on his auto loan. This person is your first point of contact.
Who is Jessica x 3181
Trenton needs a cashier's check for $195 for his water bill. This procedure must be followed after the check is printed.
What is stamping the back of the check with the Co-Op stamp.
This is our current 3 month share certificate rate.
What is 0.10%.
Trenton started at Partners 1st in 2024. Including today, how many days in total has Trenton worked for the company?
What is 364 days.