STORM
I would use this to speak with another department or person and possibly transfer the member or return to the member to give information gained.
What is a warm transfer
How much is the Membership 18 and older or business fee?
What is $10.00.
You can ask a maximum of 5 at the start of your call.
What is a verification question.
I can complete Travel notes and other options using this in Sidekick.
What is Self-service.
Which hot key triggers the teller post function?
What is F2.
Use this system to view a copy of a check the member deposited.
What is FIS Image Center.
In Storm/DTA, I can use this Icon to view the extensions I can use to call another area or department.
What is Search Contacts
How much is a 5X5 Safe Deposit Fee per year?
What is $35.00 a year.
Refrain from asking this type of question.
What is Yes or No.
If my member has moved, I can update the address here in Sidekick.
What is Contact Info.
Ensure to complete this at the end of your day in Phoenix.
What is Balance.
Use this system to view account documents, loan documents and Photo ID.
What is OnBase.
When you don’t have the system or knowledge to resolve a member’s issue and it needs immediate attention, you use this Storm method to get them the help they need.
What is a priority transfer.
What is the amount for an OD or NSF fee.
What is $29.00.
Your questions should relate to this person on the phone.
What is the caller.
When I select my member's name, their account details appear in another system.
What is Sidekick pop to Phoenix.
Found on the primary relationship account, this number is exactly 16 digits long.
What is a debit or credit card.
How do I find a 10-day loan payoff quote for the member, dealership or financial institution?
What is Phoenix Workflow.
They all start with CC and end with (Pri).
What is Priority queue.
To complete a Stop Payment, check or ACH, the member will need to pay this amount for a fee.
What is $25.00
Use a variety of these questions as best practice.
What is In and out of Online Banking.
I can see what products may benefit my member.
What is the Member Engagement Tool. (M.E.T)
This balance shows how much you have to spend.
What is the available balance.
How do I file an ACH dispute if the member needs the funds returned to the account?
How do I file an ACH stop payment if the member Does NOT need the funds returned to the account?
What is an ACH Dispute completed in Sidekick.
What is a stop payment Phoenix workflow.
When returning to the member, you should say 'Thank you' when removing this.
What is removing a hold.
This fee kicks in after six savings transfers.
What is an Excess Item Fee.
Asking additional questions to confirm identity helps you stay compliance with this rule.
What is the Privacy Rule.
If the primary account holder is listed as joint, how do I view the associated accounts?
What is the Secondary radio button.
This system is always a business day behind when you open it.
What is Phoenix Train.
We have two of these, Traditional or Holiday.
What is a Phoenix skip payment workflow.
At the end of my shift, I can do this to close Storm.
What is Logout or X in the upper right corner.
What is a Standard checking account fee.
What is $0.00.
You must get the member’s permission first on this kind of call.
What is a Third-party call.
This will show in Sidekick if they have registered to view their accounts.
What is Alkami Online Banking
Use this Icon that can be found in Teller or Member Management to open and complete tasks from a populated menu.
What is a Workflow.
Make a payment on a loan or credit card using the members external account or debit card.
How can the member use this site?
What is ProPay.
What is Pay.stcu.org