Membership Campaign
How can you check which offer the member received?
There will be a UAD member level note reflecting which offer was received.
What type of awareness are we focusing on this month?
Fraud
How can the member check that they have received their deposit?
They can view it on OLB or the app.
They are not available in OneView
If the support team is not able to send a secure form, action should you take?
Request to start a webex chat. Do not initiate without first requesting to do so.
Can you give the member the details of their offer?
"You should not disclose details of the targeted offer displayed on the members' profile."
Where can members send screenshots/proof of fraud and report fraud to, per the fraudfighter chat?
With FedNow Receive, what can members now receive?
Instant payments from businesses and individuals, through participating financial institutions.
By what date, should ALL the live assist help topics be migrated.
They were all migrated by 9/16/24
When assisting with a Member referral offer, what should you print for the member?
The Membership Referral Bonus Offers form, NFCU-199
What are other options for a member to submit a fraud claim other than coming into the branch?
They can submit a fraud claim through the app or OLB or by calling the 888 number.
What is the limit to send per transaction for FedNow and RTP?
1 Million
Ways to get the proper support team
Type in the full name of the support team.
Search for it in the queue menu
List 3 of the 5 offers that a member could possibly receive.
What automated actions take place after a member files a fraud claim through their app or OLB?
A UAD note is auto-placed. Card is canceled. New card is sent by FedEx. (If it is on a CC, note is also placed in TCS).
What are the two types of immediate deposits?
FedNow
Real-Time Payment
When can you use Internal Chat for Fraud inquiries?
We do not use internal chat for fraud inquiries.
What are the details of the EasyStart Cert Membership Campaign offer?
Available to new members only
Get $100 when you join Navy Federal from September 3 – 30, 2024 and open a new EasyStart or Special EasyStart Share Certificate by October 15.
What are the steps to do a checking or savings self serve fraud claim?
Click on Checking or Savings in the Accounts tab.
Click show details
Click report fraud, found in OTHER section under account details.
Select the account that fraud activity occurred.
Select the transactions to report.
answer if they know the identity, fill in comments, and click continue and then click done.
Examples of why someone may choose to use FedNow or RTP?
A freelance worker, such as an Uber or GrubHub driver, who wants to tap into the money the same day they earn it.
A member who wants instant access to the funds in their Venmo or Cash App accounts.
A homeowner who needs an insurance payout quickly after a catastrophe.
Name 4 of the 6 Personal Identifiable Identifications that must be sent through secure forms