Premium Checking
What qualifies a member for free Premium Checking?
What is have a DD of at least $500, complete 20 transactions with your Credit or Debit Card, maintain an average daily checking balance of at least $1500
Defti Disputes for Money Markets need to be submitted how?
What is submit form 3 and add "MM" on the account line #
Member calls in to get a personal loan, what department due you need to send them to?
Bonus- Blind or Warm Transfer?
What is Inbound
What is Blind Transfer
Are signatures required when canceling a SH to SH or SH to LN
What is no, however it is required that the Member receive a copy of the form
When does Mobile Phone Protection start?
What is coverage start date is 1 day after account is open/converted
Insurance Tracking is switching to what 3rd party company?
What is Allied Solutions
Effective 2/15
Member calls in to finish closing on a HE, where do we transfer member?
Bonus- Blind or Warm Transfer?
What is Warm Transfer
What is a Share to Share
Bonus- what is the fast tran?
What is automatic transfer from a share suffix to any suffix on any account for any amount and any date
Bonus- what is fast tran 71
Is there a cap to ATM Fee Offsets?
What is yes, members are rebated up to $10 per month in reward points
(Offsets are deposited on the 1st of each month)
In the event of calling 911 while working who do you need to notify?
What is chain of command
Non Member is calling in for a new account not requesting any loan, where do we transfer member?
Bonus- Blind or Warm Transfer?
What is Membership Hotline
Bonus- Blind Transfer
What is a Share to Loan?
Bonus- what is the fast tran?
What is automatic transfer from a share suffix to specific LN, on the due date for the payment amount due
Bonus- what is fast tran 76
Does the member need to use an AFCU card to use a coupon under Shopping Saver?
What is no, members will access shopping saver coupons via AFCU OLB
Emails to CC Processing go to what email?
What is service@americafirst.com
Member calling in for to get a better rate on loan, where do we transfer member?
Bonus- Blind or Warm Transfer?
What is CC Lending
Bonus- Blind
Can members amend share to loans in OLB?
Can members amend share to shares in OLB?
What is no
What is yes
What is personal accounts, minor accounts (with certain benefits until 18) and revocable trust accounts with SSN
What GAP benefits did we cover in the meeting?
What is GAP Plus Benefit & GAP Deductible Assistance
Member calling in to open a new Business account, where do we transfer member?
Bonus- Blind or Warm Transfer?
What is help member get started Online or member can go into branch
Bonus- Gotcha
What fast tran will continue to pull until the funds are available?
What is fast tran 76 Share to Loan