Checking
Savings
Special Ownership
Keystone
CARES
100

Love visiting the seals? This checking account would be perfect for you.

What is Give Back Checking? (Or Zoo Checking)

100

This is another word we use interchangeably for "savings."

What is "share" or "suffix"? 

100

This account type allows someone to act on behalf of another person, such as an elderly parent.

What is a Power of Attorney (POA) account?

100

In Keystone, names must be searched in this format.

What is "Last Name, First Name"? 

100

In CARES, R stands for....

What is Recommend Products? 

200

You’re reviewing a member’s checking account and notice multiple NSF fees from last week. Where should you go to reverse one partially?

What is the Fee Reviewer?

200

This service allows members to save their change with every purchase.

What is Round Up? 

200

In a Rep Payee account, only these types of deposits may be received.  

What are Social Security checks or direct deposit? 

200

This section in the member's person panel cannot be ignored, especially when the text is displayed in Red.

What is an Alert?

200

You’ve recommended a savings plan to help a member meet their goal and they seem interested. What should happen before you wrap up the conversation?

What is "Seek Commitment"?

300

A member is opted out of Courtesy Pay. You go here to confirm that setting.

What is the Relationship Tree/Checking Account Detail?

300

A member is looking to open a separate savings account to set money aside for the holidays.

What is Holiday or Multiple Savings Account? 

300

In this type of account, the minor has no transactional authority.

What is a custodial account?

300

This section of Keystone is where you leave notes or submit follow-ups for other departments.

What is KeyInsight? 

300

Paying attention to verbal queues during member conversations would be what step?

What is Assess Needs? 

400

This protection helps members avoid overdraft fees by linking accounts.

What is Overdraft Protection?

400

You need to add overdraft protection from savings. This section allows you to drag and reorder sources.

What is the Relationship Tree? 

400

This type of trust can no longer be amended or terminated; it has its own Employee Identification Number (EIN) and files its own income tax return.

What is an Irrevocable Trust? 

400

This type of account shows no activity for 36 months.

What is a Dormant Account? 

400

You take the time to explain how Courtesy Pay a beneficial service for a member who might be needing to pay on a bill. Which CARES letter are you demonstrating?

What is “Recommend Products”? 

500

You need to view the owners and holds on a member’s checking account. Where do you click?

What is the product title in the Account Summary Panel? 

500

A reverse tiered savings account that earns members up to 5.00% on balances up to $5,000 if qualifications are met.

What is Accelerate It Savings account? 

500

Required documentation in order to open a Trust account with the credit union.

What is a Certification of Trust? 

500

This screen allows you to temporarily block a member’s debit card.

What is the "Card Relationship" screen? 

500

A member shares frustration about a fee they don’t understand. According to CARES, this is the first step.

What is “Embrace their objections”?