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100

Name 2 things you cannot provide a 3rd party that is stated in Acadia 

  • Disclose any of the following loan/line account information:
    • Payment amount
    • Payment/Advance Activity
    • Date loan was opened or booked
    • Client's personal information
      • Address
      • Phone number
      • Social Security Numbers
      • Date of Birth
      • Payment History
100

To celebrate St. Patty’s Day in Ireland, Dublin hosts a huge festival that lasts how many days?

4 days 

100

What year was the first Womens History Month?

March 1987

100

What is Credit Cards Hours of Operation?

24 hours 

100

Balance transfers are held for ___ days from account opening on newly opened accounts before processing to allow clients time to receive card disclosures. This ___-day period cannot be waived.

10 MAN-1334

200

For an outbound Call what does the client have to verify after you provide the street address 

zip code PRO-6491

200

Even though it’s a big drinking day now, St. Patty’s Day used to be a dry holiday up until what decade?

1970s

200

Who was the first First Lady of the United States?

Martha Washington, married to George Washington.

200

Can a client's email address be provided to them or confirmed by "yes/correct/it is a match" or "No/it does not match"?

confirmed by "yes/correct/it is a match" or "No/it does not match"?

200

If a caller is a NON-Client/Prospect, without a CIF profile, access the Complaint form though ____,  ____ Expand to view more. 

Client Central and Quick Links PRO-6451

300

Name 3 requests that require Phone Finder in conjunction with or within 30 days of an address change. 

  • Check Copies
  • New Issue/Reissue/Replace Credit or Debit Card
  • Order Checks (for any product)
  • Request PIN Mailer - Credit / Debit Card, or IVR
  • Setting up Overdraft Protection
  • Statement Copy
300

What was St. Patrick’s Day originally mean to celebrate?

It was a day honoring Saint Patrick for introducing Christianity to Ireland in the fifth century.

300

Ella Fitzgerald was the First Women to receive what award?

Grammy in 1959

300

Payment cancellations can only be done for payments in ".............".

"processing status" MAN-2469

300

Consumer account that re past ___ days or more should be transferred to ____

30 ; collections

400

What are the 4 combinations you can ask if the client is not full Authenticated in the IVR

  • Full account /card number and last 4-digits of SSN/Tax ID 
  • Full SSN/Tax ID and last 4-digits of account/card number
  • Online Banking User ID and last 4-digits of SSN/Tax ID
  • Online Banking User ID and last 4-digits of account/card number
400

Where was the first St. Patrick’s Day parade in Ireland held in 1903?

Waterford, Ireland

400

Who was the first women to run for President?

Victoria Claflin Woodhull 

400
MAN-2469 states the client must PROVIDE the 3 things to you: 
  • The caller MUST provide the:
    1. Financial Institution Name
    2. Full Routing Number
    3. Full Account Number
400

What are the 5 Truist Values?

Trustworthy, Caring, One Team, Success and Happiness 

500

Provide 3 Challenge Questions under the Consumer Credit Card Category 

  • Can you give me the date you last paid your credit card?  If the payment is more than a week ago, the caller to provide the approximate date of the payment, i.e., around the 14th, I made a payment for $500.
  • What was the amount of your last payment? Can provide an amount range within $50.
  • What is your credit limit amount?
  • What month and year was you card opened?
  • What was your last Advance or Balance Transfer amount? ± $10.00
  • Can you give me the date and amount of your last purchase (OR recurring transaction)? Merchant and approximate amount ± $10.00
  • Can you give me the complete billing address on the card? Must include street number, road, avenue, street, and direction (N, SE, E, NW, etc.), Suite or Apartment Number and City, State, Zip Code as applicable.
500

St. Paddy’s Day is celebrated annually on March 17, which is the anniversary of what?

Saint Patrick’s death, not his birthday, like some people assume.

500

Who are the founders of Womens History Month?

In 1980, the National Women's History Project (NWHP) was founded in Santa Rosa, California by Molly Murphy MacGregor, Mary Ruthsdotter, Maria Cuevas, Paula Hammett, and Bette Morgan to broadcast women's historical achievements.

500

 This function is only available if the payment status is "Processing" and should only be used by Loan & Credit Card Services teammates.  To delete the payment, click on the "X" icon.  Card teammates must place _________ providing details.

ServiceView memo

500

Type your memo in the Memo text box. Teammates may use up to three lines, 50 characters per line, for each memo. Ensure the following is included:

  • Specialist’s initials
  • The person with whom you spoke
  • Authentications
  • The nature of the call
  • How Specialist assisted the client.