Transaction Codes
This is the transaction code for an internal transfer.
What is SW X SD?
This is the year P1FCU was founded.
What is 1938?
P1FCU's Phone System.
What is Genesys Cloud?
This is the most important part of your interaction.
What is the greeting OR first impression?
This is another way to transfer between accounts without using transaction codes.
What is drag and drop?
This is the transaction code for placing a memo on a loan or share.
What is SC or LC?
The volunteer hours employees are expected to meet.
What is 8 hours?
This is the program used to make loan payments over the phone/online using a debit card or account and routing number from another financial institution.
What is Message Pay?
This is something you should not do while on the phone with a member.
What is chewing gum, eating, coughing, etc?
This is something we are not able to do for members over the phone.
What are shared branching transactions?
This is the transaction code to make a payment to a mortgage.
What is SW LP?
The CEO of P1FCU.
Who is Chris Loseth?
This is the program we use to assist members with online banking.
What is Co-Pilot by Q2?
This should be the last step in your interaction with the member.
What is thank, ask, offer?
OR
What is closing, etc.?
This is what we do in order to help a member with online banking.
What is ask out of wallet questions?
This is the transaction code to research cashier's checks or money orders.
What is IC?
The amount in the savings account that holds members vote in the CU.
What is the $35 par value?
This is the program we use to service debit and credit cards.
What is FIS?
This is something you should never tell the member.
What is "No"?
This is the limit on debit cards for a member to withdraw from an ITM/ATM.
What is $510?
This is the transaction code for transferring from one member to another member.
What is SW X SD Y SC SC Y?
P1FCU's Core Values.
What are "R.O.O.T.S"?
This is the program that authenticates members over the phone.
What is Smart Apps?
These are the three things that make a phone call great.
What is friendliness, knowledge and respect?
This is the form we use to take funds from Chase bank and deposit to P1FCU.
What is ACH Debit?