CD's
Loans
Wires/Disputes
Online Banking
Misc.
100
What is the minimum deposit for opening a CD?
What is $500
100
What types of loans do we offer?
What is secured, and unsecured.
100
A police report must be filed for all disputes? If not which ones?
What is false, and just a forgery.
100
What systems are used to help a customer with online banking, and where are they found?
What is Access Manager, and Connect 3. Both in navigator.
100
What tab can you find what has been done on a debit card in Star?
What is maintenance tab.
200
When a customer wants to open a CD, what must you do?
What is read the rates and fees, and the deposit calculator.
200
What is the processing time for both loans?
What is 24 - 72 business hours, or 1-3 business days.
200
What is the receiving party information on a basic wire,and big bank/little bank?
What is receiving banks routing # and address, and the big banks information.
200
When can you place a stop payment on an online payment?
What is a draft check that is still pending.
200
Where can you see if a customer has contact check free?
What is the correspondence section in Partner care.
300
Under what section, can you find the maturity date?
What is the summary section.
300
Under what section, can you find the maturity date?
What is the summary section.
300
ACH disputes are completed in Centrix system?
What is true.
300
How do you reset a customer's password in Access Manager?
What is go into maintenance view, check reset password box, and click save.
300
Any time I update any information in Star, I must update in navigator as well? Do I need to complete any forms?
What is yes, and yes
400
What 3 ways can you close a CD?
What is western union, wire, or cashier's check
400
What calculator do you use to close out a loan, and where do you fine it?
What is Payoff calculator, and under modeling, or on the balance tab when you first open the loan.
400
What are the trans-codes for REG?
What is VDC purchase 85, recurring VDC 88, and ATM withdrawal 65.
400
When can you delete a customer's profile in Connect 3?
What is when the customer can't be found in access manager, and they have no access id.
400
What is the one rule I must remember about unblocking a rule from a card?
What is do not hit delete selected, this will cause the bank financial loss.
500
How is interest paid out on a CD?
What is ACHto another account, compounded, or check.
500
What the fees for both loans, and what systems are used to find if they are approved/denied?
What is $35 and $50, and decision pro, and help line ticket.
500
What form must be completed when GFX is down, and where is it found?
What is the wire transfer basic form, and customer care folder in Adobe.
500
What all is included for a customer to set up online banking?
What is first and last name, account #, account type, email, and telebank pin.
500
When can I expedite a customers account?
What is when it is due to divorce, or separation.