Verification
name, dob and ssn fully verifies mbr when this is provided first
What is mbr# and mortgage#
If wait time exceeds one minute, agent should give caller the option of
What is waiting for the next available representative in that department or agent sending a fulfillment
Status of general denial in ATM dialog
what is KB 14736 or KB 9776?
This tier 1 is not accepted for M2M transfers
What is Online Banking username
Verification for suppression if mbr is RED(didn't enter IVR pin)
What is two additional tier one questions?
Information should be given to individuals inquiring about membership
What is mbrship eligibility, applying online, paper, or in branch- valid photo ID, VOR, SSN and DOB?
T or F
Members are able to utilize all of the available funds on their visa credit card for cash advance
False
These departments handle atm and shared branch check hold releases
What is Atm/Shared branch department?
# of additional questions required if mbr provided the following (Excluding foundational 3)
Agent should close the call by
What is offering further assistance and thanks the non-member/member for calling Delta Community Credit Union or Delta Community and notating acct?
Mbr isn't receiving online banking otp or password reset phone call
What is KB 13302?
This Department(s) handles business m2m only
What is Deposit Services business accounts
Required verification when call drops and mbr is called back
What is name, DOB and SSN?
To effectively guide a call, these 2 things should be done on every call to consider member's time and provide correct information
What is accessing the account and use resources?
T or F
M2M manual transfers from their business account to the personal account..Once accounts are linked, there are no limits for transfers since the owner is the same on both accounts.
True KB 9716
Members card declined but no transaction is shown in atm dialog
What is Verified by Visa
KB article referenced when verifying mbr through symitar and locations of mbr's information
What is KB 9679, and KB 13,506
image retrieval, acct tree
This information must match before activating Mobile Pay
What is Mbrs address in symitar
Having an available balance at card authorization and a negative balance at posting will result in a courtesy pay fee.
False
These shares may contain the note "rev small balance"
What is Negative Accounts less then $50 dollars