General System Knowledge/Member Information
John Smith walks into the branch and wants to open a membership. There are MANY ways to search for a member but what are the 2 most popular options for searching for the member (correct format).
What is:
Name or Member Number (in keypad).
Smith, John or 12345
What transaction code is used for Payments?
PA
If I pull up a person and there are multiple accounts and one of them has x.xx as the balance, what does that mean?
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 used to be SCA/SDA now uses this transaction code?
GL
Where is the KeyInsight panel located in the Transaction work area?
Bottom Right corner of the members screen.
How do you know if the account is a beneficiary (bene) or custodial account?
There will be a note on the account level.
What color are the account blocks on the new Online Banking (in color mode).
Green.
Find the relationship tree for a member. Hide the closed accounts.
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. At the bottom of the tree it shows you what is hidden.
The member needs to make a Cash Deposit for $10,000.00. What two transactions are needed:
CR for Cash Received or MR for Machine Received
and
D for Deposit
Angie Stricker's calling about a hold on her account. How much is the check hold amount on her account?
$520
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
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.
A Snowbird has a resident address in Mason City and California. How do you change which address the statement is mailed to?
If a specific account (not member) needs a statement to a different location, you can add this at the account level.
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.
Jeff Cornick calls and asks why are you taking money out of my CLBT account on the 14th of every month? How much is the debit and where is that money going to?
$500 to 19497 0001 (his savings)
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?
Left click on a loan's gear.
Select Calculate Payoff.
Save Request, Insert requester (dealership, persons name or whomever you are talking to).
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.