TRANS CODES
NAVIGATOR
ACCOUNT TYPES
TELLER FUNCTIONS
KNOW YOUR CUSTOMERS
100
The code for a checking deposit

What is 009?

100

How do I find a customer if I only have their phone number? 

What is "advanced search feature"?

100

What are the primary 'DEPOSIT ACCOUNT TYPES' that we offer? (3 answers)

What is checking, savings, certificate of deposit?

100

How many checks can we run in a regular deposit? 

What is 10 or less? 

100

Who frequently makes principal payments on their line of credit? 

What is Trident Investments? 

200

The code to close a checking account

What is 061?

200

What other information can I use to search for a customer? 

What is email, address, DL number?

200

What types of savings accounts do we offer? (4 answers)

What is savings, Money Market Savings, Variable MM Savings, UTMA Savings? 

200

At what point do we use the split function for a deposit? 

What is 'when we have more than 10 checks or when we have both transit/on-us checks'?

200

Who are the two owners/signers of Trident Investments? 

Who is Jerrod(JJ) and Laura Jones?

300

The code to pay-off a loan by the customer

What is 385?

300

How can I view previous transactions? (There are 3 answers to this).

What is current cycle, previous cycle, or current & previous cycle? 

300

What types of checking accounts do we offer? (non- business, 3 answers)

What is regular checking, regency checking, now checking? 

300

A customer has overdraft privileges on their account.  ($500 limit). They have $15 in their account and need to take out $200. Can we do this for them? Why or why not? 

What is NO? What is we can't overdraw someone inside the lobby?

300

Who is Mark Hicks? (besides a customer)

What is the mayor? 

400

The code to run a principal only payment

What is 378?

400

Where can I find all authorized signers on an account? 

What is additional relationships? 

400

What can a convenience signer NOT DO on an account? (2 answers)

What is 'close an account or make account changes'?

400

When do we use the new account function? 

What is 'if the account representative tells us to or if the account isn't in navigator yet'? 
400

Who frequently makes big cash deposits and makes change? 

Who is Charles Forgette? 

500

The code for a savings account withdrawal

What is 145?

500

How do I view the counter-ticket on a transaction?

What is "right click, retrieve transaction?"

500

What are our different tiers of overdraft limits and who do they apply to/what types of accounts do they apply to? 

What is "$500-regular checking, $700-regency checking, $1,000-business checking"?

500

What is our teller check limit? 

What is $1,000?

500

How many loans does Sam Berkeland have with us? 

What is 4? 

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