General System Knowledge/Member Information
John Smith walks into the branch and wants to open a membership. These are 2 options for searching for the member (correct format).
What is:
Name or Member Number (in keypad).
Smith, John or 12345
True or False. When using the transaction type (TR), it is only possible to transfer within the same member’s accounts/shares.
What is they are not on that account?
Where do you see interest paid year to date on a loan?
Show your screen.
Relationship tree, Loan YTD Year 2025.
Where can I find the members login on Corelation for Mahalo?
Show me your screen.
What is in the relationship tree.
You can also right click to insert login password to reset their password.
Print a single statement for a member. Show me.
Show Screen.
What transaction code is used for Payments?
PA
Where is the KeyInsight panel located in the Transaction work area?
Bottom Right corner of the members screen.
Show me that you can find the collateral on a loan.
Show the screen.
What color are the account blocks on the new Online Banking (in color mode).
Green.
Show me your screen. There is a little gear at the top of your relationship tree that allows you to check and uncheck display options such as closed, charged off, voided, expired and effective in the future.
What used to be SCA/SDA now uses this transaction code?
GL
How do you know if the account is a beneficiary account?
There will be a note on the account level.
How can you tell if someone is a co-borrower on a loan?
Show your screen.
The Transfer, Pay bills and Wires options are on this area in Online Banking
A member walks into the branch and wants to cash an onus check from a business account. The business name is Jack in the Box. How would you go about finding the business?
Box,Jack (no spaces) Jack in the Box
Box,Jack in the Any of the Above
Jack in the Box
The member needs to make a Cash Deposit for $10,000.00. What two transactions are needed:
D for Deposit
A Snowbird has a resident address in Mason City and California?
Drag it up on the relationship tree or set the dates or months they want their mail to go to their address.
KD (Check Disbursed)
If you have never signed up for online banking before, you will need to select one of these options to verify your account. The two options are:
Sally, a member of NICCU comes in to make a deposit for her friend Sue. Which member profile will you be opening up to complete this transaction?
What is Sally's member profile?
Because KeyStone is Person-Centric, I am going to pull up Sally’s member profile. I want to ensure I process any transaction on the member’s profile who is standing in front of me, or who I am speaking with over the phone.
Heather wants to pay her rent each month to Realtor XYZ. Heather is not a member. Which profile do you use to do the transaction. (Best practice).
Create a person record for Heather because she is expected to come in regularly.
Where do you see the payment history on a loan?
Show screen.
Where do you locate the 10 day loan payoff amount and generate the form?
Right click on a loan's gear.
Select Calculate Payoff.
Save Request, Insert requester. Insert and create form.
How do members get enrolled if they were existing online banking users with Sharetec?
They use the password less login. Enter username and password from old system and then it prompts them to reset their password.