BASIC CU KNOWLEDGE
Owned by their members, makes them more inclined to create products and services to best serve the memberships needs.
Term said when help from a leader is needed.
What is teller assistance?
Program used to open a new acct or loan
What is Xperience?
or
What is a Service Session?
What is PLP?
oversees the quality and operations of thousands of federal credit union
What is NCUA?
Also known as the tree
What is IQ screen?
MIN. TIME A MBR NEEDS TO BE AT A SAME RESIDENCE FOR AN APPLICATION
WHAT IS 2 YEARS?
All wires are assigned to this queue
What is Q_Katella?
They are contacted for questions regarding claims
What is CUNA?
IN THIS ACCT YOU NEED
WHAT IS CLASSIC CHECKING?
Important information is displayed and must be checked prior to transacting on acct
What are warnings/comments?
Copy of this Item is needed as a backup and needs to be uploaded onto OnBase as well.
What is gov't issued ID?
Borrowers must be actively working this amount of hrs or more per week on the Effective Date of Protection* for the Advance on disability and unemployment.
What is 25 hours?
All funds either earned or donated must be used for pursuing the group’s objectives and paying its running cost
What is "not for profit"?
REGARDING MORTGAGES
THE PAYMENT CODE is
AND THE SHARE COMMENT is
What is code 43?
And
What is share comment 79?
REPGEN used to check routing number
What is Verify wire ABA?
For Consumer Loans, this option ONLY includes disability and involuntarily unemployment
What is Option B?
Based on your monthly combined Balances including Deposits, Loans, and Partners Retirement and Wealth Management accounts, you could be eligible for a tier
TRACKING # USED TO PULL UP INFORMATION ON A VISA CREDIT CARD
WHAT IS TRACKING 30?
3 Items needed to successfully submit a wire
What is the wire, what is ID, what is a backup?
The rates for VISA PLP options.
What is $0.309 per $100?
and
What is $0.099 per $100?