What Manual
Member only speaks in a different language other than English
Language Assistance
Closing an account
Advanced Account Services
Order a new debit card
Member summary ---->Debit card tab
True/ False: When a member does a mobile deposit, there is a $225 credit during PROCESSING BEFORE APPROVAL.
False, $225 credit is AFTER the deposit has been APPROVED
Meal
Break
Crediting fees for employee members
Fees & JV Maintenance
Members under the age of 21 applying for a Credit Card
Credit Card Services
To see if a member has OOPS on their account
Member summary--->Checking tab
Can CCO account services order Go Prepaid cards for members?
No, members must go to navyfederal.org to order, activate, and manage their prepaid card.
Taking calls
Ready
Previous member that closed their account and wants to reopen it
Activating an existing profile
Member Compliments
Supervisor ext 540.722.1636
To see relatives or associated accounts of the member
Member profile----> Relationships
Member wants to pay a credit card from an external bank using funds from their savings account
Can this transaction be done?
No, transactions cannot be done directly from the savings account.
Reporting fraud for members who is receiving via text or calls
Admin
The latest time to process a speedpay for same night posting
Transaction cut off times
If a member wants to make a credit card payment, who do you transfer this member to?
You don't.
You would complete this transaction (CCO Account Services)
Creating a new online communication form
Systems/Applications
What form is not required but encouraged to be completed by members when trying to establish business membership?
Business Membership PRE-application
Calling a member back
Outbound call
Enrolling a minor in Online Banking
Minors and Online Banking
*note: Minors younger than 14 CANNOT enroll in online banking*
Resetting challenging questions for online banking
Advanced Digital Services
To find details regarding Power of Attorney (POA)
Member resources-----> POA tracking
True/False: Navy Federal DOES NOT accept foreign check deposits in branch
True
Post training workbook
Coaching