DNA Processes
These are the three banner questions we ask our members
Last 4 of SSN, DOB, mailing address
This is your dollar incentive for a paperless statement referral
$5
This is the only thing the member needs from us to sign up for OLB
Online Banking Registration Code
This is the line you call for a manager or an assistant manager.
What is 6300
"The most loyal members in the nation!"
VISION
This can be done to undo a transaction posted the same day.
What is Error Correct
This is the referral type if a member is interested in putting their money on the stock market
Investment Services (AKA Wealth Management)
The program used to make payments to merchants within Online Banking
Bill Pay
This is the queue/line you would call for help with a loan payment reversal
Internal Lending (NOT lending_English)
"Providing exceptional experiences that build mutually beneficial relationships"
MISSION
The name of the transaction type when you are pulling funds off of a LOC into another account
Principal Disbursement
Three programs that get you funds into your ownership account
Dividend Max, Save the Change, Give + Save, Cash back on VISA credit cards
Steps taken to add a card to a mobile wallet
This is the department you should call if a member has questions about their mortgage payment
Mortgage Servicing (6224)
Partnering with individuals and communities on their journey to financial well-being
PURPOSE
These are three things we must check when preparing for a wire
All correct: Is member near a branch, 15 dollar fee, wire amount, funds verified, access to mobile device, contact info changed
This is the requirement to receive a $10 referral incentive on a credit card.
What is 10 transactions in the first 60 days.
The tab used in mobile banking to view MyRewards checking activity
Rogue Rewards
This is the department you would call to ask questions about CPI
Member Solutions
Create and keep promoters
Drive good profits
Expect and reward participation
LOYALTY FILTER
This can be used to remind you that a particular activity or process needs to be completed by a particular date.
What are Ticklers
The only available referral for MCC that has a $50 incentive.
What is a First Mortgage Referral(Sold)
The tab used in desktop online banking to check your FICO score.
Financial Wellness
This is the department to call if you wanted to join a book club
What is Employee Development
Show Appreciation for business or Deliver Member-Focused solutions.
Service Promises