MSC ACADEMY

TRANSACTIONS

100

Sara wants to transfer money from her S01 to her S10.

SW X SD

200

Bob wants to make a visa payment to his credit card and pull money from his checking account

SW LP SC (OLD: SW SC MP)

300

Member wants to pay for his loan using his savings account

SW X LP

400

Member wants to borrow $500 from his signature line of credit and deposit it into his checking. 

LA X SD

500

Member wants to pay for his wife's credit card using money from his checking account

SW Y SC Y SC LP

PRODUCT KNOWLEDGE

100

This account is required to establish membership with the credit union.

Prime Share

200

This type of checking account allows members to receive up to $10 in cash back. 

Kasasa Checkings

300

This product allows you to save money for holiday spending, and it has higher dividend rates than most savings accounts. 

Christmas Club

400

This type of loan is beneficial for those who tend to go negative in their accounts essentially saving them from heavy CP fees

ODLOC

500

What type of product provides higher dividend yields requiring members to lock in their money for extended periods of time. 

Share Certificates

FORMS

100

Kim Kardashian wants to set up automatic payments towards her L00 from her S10.

Authorization for Periodic Payments

200

Spongebob wants gets paid from Nickelodeon every 5th and 20th of th month. He wants to have $500 go into his savings and the rest into his checking.

Payroll Maint. 

300

Member lost his debit card at the water park and wants to re-order a new one. 

Debit Card Order Form

400

Member has a S51 8 month share certificate that will mature soon. She wants a cashiers check mailed to her when it matures instead of having it deposited into her savings account.

Share certificate change request form

500

Member sees a ACH withdrawal of $1,582 for GEICO. She does not know what that is for and wants her money back. 

ACH Stop Form and WSUD

SYMITAR

100

Where do you go to look at what accounts a debit card is linked to?

Card Number

200

Where do you go to see how much CP fees we have waived for the member in the past?

Specfile > Courtesy Pay HTML Info

300

Where do you go to see when was the last time member has logged into their online banking 

Tracking 52

400

What are the steps to adding a comment to someones profile?

IQ > right click on "General Membership" > Add comment

500

Where do you go to see how much a member can deposit via mobile banking?

Specfile > Mobile Deposit HTML

WILD

100

What department would you schedule an appointment for a member for if they were interested in savings for retirement?

IIS

200

If member doesnt have a phone number on file and wanted to set up a password on his profile. How many seucirty questions should you ask?

3

300

What is the fee to put a stop payment on a Cashiers Check?

$30

400

If member calls and complains about their car being repoed as you speak, what department would you most likely transfer the call to?

Credit Services

500

If a mother wants to open a minor account for their child, what do they have to bring in?

Cert copy or OG birth certificate and know childs SSN