Show:
Relationship Profile
New Person
General
New Account
Maintenance
100
Where I locate the member's VISA credit card
What is External tab
100
State of MD employee and Family member are examples of this
What is field of membership/Member Group
100
What is the black bar at the top of the screen
What is Navigation Bar
100
To be considered a member what type of account are you listed as primary member
What is share savings
100
How do I access account maintenance
What is double click the account
200
Where I locate a member's phone number and email address
What is ID tab
200
In addition to valid ID a member must also provide proof of this
What is address
200
What are the right slide outs called
What is inquiry slideouts
200
If a member is setting up direct deposit as their intial deposit, how many days does the member have before the account will close
What is 60 days
200
Before printing a member's balances I need to verify if what box should be unchecked
What is optional roles
300
Where I can print a member's transactions and charge the fee at the same time
What is Statements
300
If a person fails ID verification what is your first step
What is to verify the information entered
300
What are the 3 ways to locate a role on an account
What is hover, slideout or expand description
300
If the member falls below the minimum balance in either the Money Manager or Money Markey what happens
What is no interest is earned
300
How do I charge a fee to a member's account
What is Monetary>Service Charge
400
Where I can access copies of the member's official secu statement
What is Secu Links>View Member Statements
400
This is the address type where all mail is sent
What is primary
400
How do I add tabs to my favorites slideout
What is right click and add to favorites
400
10,000 combined balance OR Direct deposit, estatements and active bill pay are qualifications for which checking
What is Premier
400
Where can I verify the member's statement cycle
What is account maintenance>cycles tab at the bottom
500
Where can I review a listing of member's transactions by date range
What is Balance History
500
What are the 2 search optons to verify if a person record exists already.
What is name and social security number
500
What are the 4 monthly statement cycles
What is 8, 15, 22 and end of month
500
How do you note an account is for a student
What is set the student flag person field
500
Where in DNA are the efunds reports stored for me to view later
What is edit person>additional>documents