Products and Services
Member calls in with Fraud transactions
What is Card Guard or Premium Checking
True or False
Member losses their phone, they have it replaced with Premium Checking
Bri's favorite TV show
What is the Office
If a member needs their account number, but I cannot get them LXNX verified, I can show them where to find their account number in their card number
What is False
Limit for Mobile Deposit?
What is $10,000
Calls in to have Statements emailed
What is E-Statements
Requirements to avoid the PC Fee
What is 20 Debit/Credit card transactions, Direct Deposit of $500 or more & average Checking balance of $1500
What is Canada
Approval for Verbal auth to release info to someone else
What is Supervisor
In order to add a Verify ID code to account
What is send member a form to Docusign
Calls in to change contact info
What is OLB or Mobile Banking
Freedom accounts automatically get the monthly fee waived
What is False
CC4 Leadership has how many TL's?
What is 4
Requirements for unlocking PIN
What is 3 parts Lex Nex
When you have a question what is the FIRST thing you should do
Asks for account and routing number
What is Click Switch
What is on the 1st
What is 4
How does a member have to be verified to do a One Time ACH
What is PIN or LXNX Q&A
We have a Spanish Accessline for our members who prefer to speak Spanish.
What is True
Constantly calls in asking for a rebate
What is LOC or Financial Counseling
Members can switch from Classic to PC but how much is the reinstatement fee?
What is $10
Our Chain of Command list
What is Bri-Mike-Susan-Annette-Chad-Tammy-Thayne
Complete this verification question: When was the last payment you made on your loan?
What is how much was your payment for?
When working from home you cannot physically write down any member information. It must all be on your work PC.
What is True