Basic Info
List 2 ways an account can be located
Account Number
Social Security Number
Name
ATM/Debit/Credit Card number
LOAN Number
What is the description of loan #5 on account ___?
Signature Loan
What symbol must be used in front of a card number to find an account?
^ (carrot symbol)
This section of Account Manager contains in-depth information regarding the member account.
Account Summary Tree
Which color are account warnings displayed?
Red
2 components of Symitar
Account Manager
Teller Transactions
Who is the joint owner on the checking account?
Linda Spears
What is the account relationship code?
Prime Member
What is the card type for a debit card?
Card 30
The area where transaction codes are entered into the system.
Transaction Code Box
LIST THE ACTIVE SERVICES ON THE ACCOUNT
ESTATEMENTS
ONLINE BANKING
VISA PLATINUM
List the date and amount of the last deposit made to the savings account.
4/01/2023 $20 deposit
What is the card block code for a temporary block?
X= Temporary Block
This icon provides a direct link to account files on Synergy such as checks, receipts, statements, membership applications, etc.
Image Retrieval
This button brings users to the Account Manager screen (from Teller Transactions).
IQ button
View all activities, events, and potential sales opportunities for the account by viewing this window.
Member Relationship Manager
aka "MRM"
What is the primary member's mother's maiden name?
Lewis
What is the member's email address?
CMW@FRSLAW.COM
Which tracking record contains detailed mortgage loan information?
Tracking 85
List the 2 letters that are listed next to loan payments.
C-cash payment
T-transfer
Where did the last direct deposit post from?
ADP WORKMARKET
When was the checking account opened?
03/02/2007
Which button is used to view ALL transactions in detail?
Toggle Detail Mode
Which button is selected in "Transaction History" to apply additional search filters such as transaction dates, transaction type, and dollar amount?
Advance Button
This allows users to view all accounts associated with the member's social security number.
Teller 360 button