Go to the 1Source!
ET "Phone" home
Change your "DNA"
Transactions
What system will you use?
100

The name for our company announcements and communications wall.

What is chatter?

100

Zoom and Five9

What are the two softphone systems we use at Affinity?

100

The Module where you will find "Wizard" and "Maintenance" menus as well as Relationship Profile.

What is the relationship module?

100

When you process a deposit and a withdraw of the same amount from one account to another.

What is a transfer?

100

The two main systems used for looking up member profiles

What are 1Source and DNA?

200

______ are created and sent to appropriate departments to resolve/get help with issues; such as getting a lien release letter or Online banking issues.

What are cases?

200

The voice verification system used in conjunction with Five9.

What is Voice ID?

200

These are examples of ___________.

"Tax Owner Restricted"

"New member 1-30 days"

"Waive Cashier check fee"

What are examples of restrictions or flags or alerts?

200

The field we fill out so we know who is requesting/authorizing the transaction.

Who is the transacting person?

200

System used to look up and maintain consumer loan applications

What is Velocity?

300

Located within a member's profile, this is the section where I can find out about their accounts, balances, and transactions.

What is financial information?

300

A ____ _____ is when you transfer a member to another person/department, having already spoken to that 3rd person while the member is on hold.

What is a warm transfer?

300

We primarily use ___________ to look up a member's accounts and their personal information

What is the Relationship profile?

300

Name the action for borrowing fund from an line of credit in transaction express 

What is the principal disburement?

300

System used for IRA & HSA

What is Ascensus?

400

______ are created and sent to yourself or another department, such as AIS or commercial loans, when member are interested in a product.

What is a Lead or referral?


400

The instant messaging app/function used by Affinity to communicate with people in the company.

What is Zoom Chat?

400

The page/screen can you update a person's phone or email?

What is Person Maintenance? or Contact screen?

400

Term for when a teller reverse a same day transaction in order to fix or undo a transaction

What is error correct?

400

Name the two system for company documents: one for archived document, the other for policies and procedures

Nautilus and Zavanta (CKR aka Library)

500

This is where you would go to look for guides and resources.

What is the Knowledge page?

500

Chat groups with a specific teams or group within Zoom are called this.

What are Channels?

500

Name the menus that you would click on to add a password or to add a memo, starting from the relationship profile screen

Contact Management

Person, Person Fields for password

Note for memo

500

Term we use when a member wants to pay and close a loan.

What is payoff?

500

Name the systems used for the following: 

1. Online banking access

2. Zelle

3. Filing card dispute

1. Digital Insight

2. Compass

3. Centrix