Essentials
The HOT KEY(s) used to launch Relationship Profile
What is CONTROL + F4?
Used to switch MODULES in DNA
What is the SERVICES tab?
Name 2 channels members can use to find their revised account numbers
What is:
OLB
Mobile Banking
Monthly Statement
Contact Center
In Branch
Used to save commonly used tabs/menus
What is FAVORITES?
Used to reverse a transaction posted a prior day
What is Deposit/Withdrawal Reversal?
Used to maintain notes, warning and lockout flags
What is ALL NOTES?
Major change for Phone Banking users after
What is re-enrollment?
Tool used to verify Agent is balanced
What is BALANCING WIZARD or CASHBOX BALANCE?
Transaction Type used to bring LOC to a $0 balance without closing
What is Paydown?
Used to print forms
What is ONLINE PRINT?
Biggest change for e-statement users
What 1 statement per account?
Inquiry used to view account history and search by transaction.
What is History Query?
Replacing Snoopy requests
What is Activity Manager?
Used to vie recurring ACH/Periodic Payments
What is PRE-AUTHORIZED tab?
OLB transaction history will go back this far back
What is 12 months?
Used to modify Debit Card limits
What is Agreements Tab or Agreement Person?
Advancing funds from a LOC
What is PRINCIPAL DISBURSEMENT?
Wizard used to create a new account
What is NEW DEPOSIT ACCOUNT WIZARD?
Accounts member should expect to see in OLB after conversion
What is all personal accounts member is a signor on? (linked by SSN)
The ROLE of a Primary Member in DNA
What is TAX REPORTED OWNER or TAX REPORTED FOR