Miscellaneous
True of False: I do not have to call the PTO line if I'm going to be 5 minutes late clocking in.
True or False: You can process a SR asking to send the member a DBA application.
True- Review the Approved Blank Forms section
List the documents required to add a joint owner
USC and color copy of ID/driver's license
List the 3 message queues you can service today.
Account Maintenance, Balance Transfer, CD Renewal
List 2 savings accounts offered (excluding IRA)
Regular Savings, Money Market Select, Money Market Plus, CD, Holiday CD, Kids Savings
The phone number to the PTO line
209-726-7595
List 3 approved Creation Letters
10 Day Payoff (Closed End Loans Only), Membership Verification Letter, Confirmation of Loan Paid Off (Closed End Loan), Credit Card Verification Letter, Membership Closure (Share/Membership), ACH Creation Letter: Direct Deposit Info, Member Number Letter, Loan Member Number Letter
List the documents required for a name change and list the types of documents we accept.
USC and proof of name change (marriage license, court order, or driver’s license)
Authorized Users must be a minimum of __ years old
16
Patelco's routing number
321076470
Transaction code MECH indicates
A change to the member's contact. For example a change to the phone number or email.
True or False: When sending a Creation Letter or Blank Form, the member's email must be entered in the 'To' field
False: the email is in the 'Additional To' field which is prefilled. The team member must edit the email in the 'Additional To' field if the form/letter is to be sent to a different email.
True or False: Joint requesting to remove herself, the USC will need to be signed by her and the primary with notary.
False: The Termination of Joint Owner form is required. Only Joint will need to sign the Termination of Joint Owner with notary. ----The Primary Owner needs to complete and sign the USC, which does not need to signed by the Joint Owner.
What template will you use for this request: "I want to close my membership"
Close Account- Edit depending on the types of account suffixes the member has.
Patelco was founded what year?
1936
There is a fee charged to the member's account when the transaction is paid for by Patelco due to insufficient funds.--What is the name of the fee and the amount
Non-sufficient Funds (NSF) fee in the amount of $28
List the 3 systems you must review and shut off access to before adding the share level flag for a membership closure request.
CST (Bill Pay)
Compass (Zelle)
Alkami (OLB Access)
1. Trust Account Application and Agreement
2. Trust Account Application and Agreement - Guide
True or False: Member provided color copy of ID's and USC to add joint; USC not notarized. The joint is an existing member. I can proceed with the Add Joint wizard.
True: if the USC is not notarized but joint is an existing member (searched up the joint's SSN in Branch Suite), proceed with the wizard.
True or False: Can Patelco debit/credit cards be linked to Apple Pay, Google Pay and Samsung Pay?
True
Provide the teller ID that will reflect in Branch Suite ID column when ----Transaction was done by the member while logged into OLB or an automatic transfer set up through OLB.
M24
Credit Card Verification Letter-
Last 4#’s of Card
Account Number
Previous Balance
Date of Last Payment
Current Balance as of Date
After receiving a completed USC that has been notarized with IDs, what two verification steps must be done in Branch Suite prior to adding a joint owner
1. OFAC
2. Efunds /ChexSystems report
Provide the next step after receiving this message:
Patelco Credit Card Number: ****172-30
Creditor Name: Capital One
Transfer Amount: 1500.00
Credit card number from which you wish the balance transferred: 5156768061050820
Confirm the Credit card number from which you wish the balance transferred: 5156768061500830
Creditor Mailing Address: P.O.box 60519 City Of Industry Ca 91716-0519
Respond to the member- Must verify the 16-digit card number as they are not matching.
Credit unions are not-for-profit, member-owned organizations and regularly pool resources to provide better services for members. And, credit unions return profits back to members through: Products. Services.