DNA
What are the the DNA modules under the service tab?
Relationships, Transactions, Services, & Services
At what age can a minor be on a checking account with a legal guardian or parent and have a debit card?
13
What the S stand for?
Service
How much is a Cashiers Check fee?
When do we waive this fee?
$7; When the check is made payable to themselves or they have a SimplyMax checking
Over what dollar amount do you select the transacting person when depositing or withdrawing cash?
$3000.00
What are the steps to Ordering a debit card for a customer?
Under the Relationships module > Go into the Person/Member > Look up your customer > Services > Quick issue > Select agreement type >Card Plastic Type > Select account to link the debit card to.
When opening a new account for an existing customer, where do you go?
Look up the customer's profile > To the far right under the "log an activity" click the arrow > select New application
What does the T stand for?
Trust
What is the Incoming wire fee for domestic wires? For international wires?
bonus 50 Points:
When is this fee ever waived?
$10; $15
Enhanced business checking - 1 is waived monthly
Premier interest business checking - 2 are waived monthly
Where is a customer transaction dispute filed under?
A case in Salesforce
How do you look up a person's Online user ID?
Under services > Relationships Module > Agreements > Electronic Access > search for person > Hit Query
Name two types of business accounts ?
Any answers are acceptable : Sole Prop, Corp, LLC, Non-profit, Organization
What does the A stand for?
Accountability
What is the non-customer check cashing fee? What GL is this fee processed under?
$7.50 ; GL #3144300: Misc. fees fn and Srv Chr
Where do you go to look up a customer's balance history in DNA?
Under the Relationships Module > Quick inquiries > Balance History
Where do You print a new signature card for an account in DNA?
What is a Task used for? What is an Event used for?
A task is used for creating a follow up task for yourself as a reminder, whether it be to reach out to a customer and follow up about a related conversation- the customer is not always aware of these tasks, but you are.
An event is a scheduled apt made between you and the customer and they are aware of this type of event, It can be an event in person or virtual meeting.
What does the R stand for?
Results
What is the annual fee for a HELOC after the first year?
$75
When making a name change to a customer's account, what system is used for that?
DNA
When adding a joint signer to a individual account, what are the steps you should take?
Look up the person's name to see if they already exist in DNA, if they do not, you will create a new person under the Relationships Module >Wizards> New person> Input their information> Gather their credit score information> answer the KYC questions >
If a customer recently moved and wants to order a debit card, what's the best way to do this?
Put a case in salesforce and send to the branch or change the address with a case in Salesforce and input their new address in the debit ordering case.
What is an example of using the S in the workplace?
Answers may vary - providing excellent customer service. Going above and beyond for a customer to ensure their needs are met. While doing so, you are happy to do it and enthusiastic. Your tone of voice is pleasant and courteous.
What is the fee for NSF/Overdrafts?
$36
If a customer gets a check for $100 in their maiden name and their married name is on their checking, what steps should be followed?
Have the customer sign the check the way it's payable and the way their name is titled on the account.
For ex: check payable to Sarah Smith and Sarah is now Sarah Carter. Sign the check Sarah Smith then underneath Sarah Carter