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Account Titling
DDA Inquiry
Miscellaneous
StreamLine
Misc Account Inquiry
100
How do you know if you need an alternate name on an account?
What is the account titling job aid has *** next to the primary CIF record?
100
Name one message that would be displayed in the blue banner bar on an account?
What is ACH, AFT, Alerts, Charge Off, Check Address, Closed, Collections, Deceased, Do not post, Don't close, Dormant, Escheat, Fraud alert, Has protection, Hold on account, Memo-posted, NetTeller, New Today, NSF Items, Pending Close, POD Beneficiary, Post No Credits, Restricted, Rewards, Special Instructions, Status, Stop Payments, Sweep, Verify signature, Waived Fees, Withholding.
100
If you customer's name is Robert J Evans, what is his Short Name?
What is Evans Robert J?
100
What is the one relationship every account will have?
What is a primary?
100
What's a great way to "save" a CIF or account record for easy retrieval another time?
What is using the Memorized function in inquiry?
200
Why would a customer want an Alternate Address?
What is to send the account statement to an address different from the Primary CIF mailing address?
200
How do you know if a customer has bounce protection?
What is there is a value in Overdraft limit field on Account Tab?
200
This is the Jack Henry function that the bank uses to allow a customer to use funds in their savings account to cover overdraft situations in their checking account.
What is Sweep?
200
What is Yellow Hammer?
What is a system used to track customers? Note: Must be run any time a new CIF record is created or a new account is opened.
200
What is the one thing that Safe Deposit Box inquiry allows that no other account inquiry does?
What is Maintenance on a Safe Deposit Box?
300
How many lines do you have in order to title an account?
What is 3 (the primary name or alternate name) and then additional name line 1 and additional name line two?
300
What's the difference between Available Balance and Current Balance?
What is Available Balance is the balance that indicates activity today and Current Balance is the balance when the books were closed last night?
300
What do you do if you run a customer through ChexSystems and you decide not to open account for the customer?
What is give them an Adverse Action notice? Note: Make sure not to share any details from ChexSystems with the customer. Also, you must make a copy of the Adverse Action notice, write the customer's name on it, print the ChexSystems report and send the copy of both to Retail Operations.
300
What is the only relationship that allows you to add an alternate and/or an alternate address?
What is the primary?
300
How do you add funds to a CD/IRA?
What is Time Deposit Menu->Enter/Update Time Deposit Transactions (option 2)?
400
Give an example where a CIF record may be in the Relationship table but the name of the CIF record is not on the title?
What is a business account?
400
If customer wants to know how their current balance was calculated how can you get that information?
What is navigate to Ledger Balance Calculation under Additional Functions (on dark side)?
400
What will the new version of SilverLake be called (the one we are putting in next year)?
What is SilverLake Xperience?
400
Whenever you run ChexSystems, you need to capture the Qualifile Reference number or the tracking number. Why?
What is to create a ChexSystems entry in the customer's CIF ID table to prove that you ran ChexSystems?
400
Why would there be a hold on a CD?
What is that the CD is being used as collateral for a loan?
500
Give an example where a name (of a person) appears on the title but the CIF record is not in the relationship table.
What is a beneficiary (Totten Trust)?
500
Where is the one place where you can see all account information without having to click on each individual tab (Customer Profile, Balances, etc.)?
What is Expanded -> Account?
500
Where can I find Jack Henry field information?
What is using the (red) Learn More link on any Jack Henry screen?
500
Why do you recall an account?
What is the sole purpose for recalling is to get updated documents? You cannot change/upload once you recall.
500
What's the two-step process for ANY transaction involving a CD?
What is that the platform has to perform a function in StreamLine or SilverLake to move funds to/from a GL and then the teller completes the transaction in Vertex to offset the GL funds.