COMPLIANCE
This must be done before accessing an account and giving information.
Verification
What does AAA mean? (Break down each letter)
Assess: We listen to uncover needs.
Advise: We consult and offer guidance.
Assist: We keep commitments, delivery quality and follow up.
How many CD types does MACU offer?
5
Youth, standard, growth, IRA and Christmas Club
This game's tagline is "Gotta catch 'em all!"
Pokemon
What is the name of the document that must be sent to members when opening a share?
TIS (Truth In Savings)
What is the MACU motto?
We place members first.
What are the 4 ways the monthly MyStyle fee can be waived?
20 or more transactions per month.
Minimum avg daily balance is $10K or more.
Primary member is 24 yrs old or younger.
Primary member is 60 yrs old or older.
Beyonce first rose to fame in this girl group.
Destiny's child
You are speaking with a member and hear someone in the background. What is your next step?
Read the outbound disclosure and ask for permission to speak about the account with the other party present.
What is the MACU vision?
We help our members define and achieve their financial dreams.
True or False: Multiple cards can be linked to one MyExpress Debit share.
True
This animated series set in the town of Springfield is the longest-running prime‑time scripted show.
The Simpsons
True or False: A third-party can provide you with a members SSN to pull up their account.
False. They must provide the full account number, full card number, or full WIN.
How man AAA skills are there?
10
Financial plans are a cornerstone of our services, offering members a clear and actionable roadmap to achieve their financial goals. Why are financial plans valuable?
Personalized Strategy
Comprehensive Approach
Goal Setting
Risk Management
Progress Tracking
Peace of Mind
In Inside Out, these five characters control emotions from headquarters.
Joy, Sadness, Anger, Fear, and Disgust
How do we verify a member while a third party is on the line?
Before proceeding with member verification, ensure you have the member's explicit permission to conduct the verification in the presence of the third party.
Operation excellence is a critical component of Owning the Member Experience. It means doing the right thing, the right way, for the right reasons - every time. This includes:
Following procedures with precision.
Communicating clearly and consistently.
Completing tasks and training thoroughly.
Maintaining compliance and professionalism in every interaction.
This checking share is also known and marketed as a Student Checking.
MyStyle Checking
Before Mickey Mouse rose to fame, Walt Disney created a character in 1927 who starred in 26 silent cartoons. Disney lost the rights to him early in his career and didn’t regain them until 2006—nearly 80 years later.
Oswald the Lucky Rabbit