Check approvals
Cash approvals
Knowing
our
Resources
Opening
and
closing
Surprise
100

What is the RG to view Member deposits and average balances 

RG:TI

100

Name 2 different sources of where funds can come from for a withdraw

Cash, check, ach, payroll, wire or CD

100

What is Member cares extension?

2014472 / 4472

100

Where can you find the checklist?

Behind the teller line / by printer 4411

100

Where did we have dinner to celebrate our branches award (DTC Award)

Yard house

200

Where can you see if a check has been deposited before 

IMAGECENTER

200

What is the RG to view ATM deposits 

RG:AIM

200

What AI chat can you use to help find an answer

POSH

200

What action must be done before opening the vault

Disarm the vault

200

Who came from Ventura to support?

Rachel & Javier 

300

What is the amount released after a New Account hold is placed on a New Membership? 

$0 

300
What is the RG to view e deposit made

RG: EDEPOSITVIEWER

300

Under what tab on the source can you find OPCOMMs/SOPs?

Member Service tools 


300

What actions MUST be done when unlocking/opening our doors

All clear sign and check ATM

300

What is Rosa's last name is Spanish

Dinero

500

What is DAMPEN

Date

Amount

Maker

Payee

Endorsement 

Name & address of drawee bank

500
What kind of action must be taken for withdraws more than $5,000

BSA note

500

Where can you find the 'who to call' reference sheet in the source?

Branch Page

500

What drawers are locked every night 

FD / Behind teller & credenza 

500

What award did the Pasadena Branch win?

CEO Excellence award 

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