Member Services Knowledge Quiz
Member Services Knowledge Quiz
Test your knowledge about our member services and account management! This quiz will help you understand the procedures and products related to our consumer checking accounts.
- Check your understanding of document submission.
- Learn when signatures are needed for account changes.
- Discover products you can offer to members.
When will members need to re-sign their account card/member service request for a regular consumer checking account?
Adding a joint
Taking a joint off the account
Adding a Rep Payee
Adding a savings account
Name change due to marriage / divorce
What are things you can order/cross sell to the member in Additional Products?
Ready Reserve
Checks
Digital Banking
Ealerts
Overdraft protection
Money market
What kind of DOcuments do you "Submit" in the document printing screen?
Member Services Request
Automatic Transfer Authorization
Card Dispute Forms
Mortgage Docs once they are recorded
Death/ Marriage certificates
Stope Payment Form
What auto transfer will try for multiple days (if full ammount is not available on first try)
Share to Share
Off Cycle
When do both the Primary and Joint have to sign a new MSR?
Adding a money market
Adding a checking
Adding a beneficiary
Removing a joint
Adding an automatic transfer
Changing an account owner's name
What documents do we have to give the member when adding accounts to an existing account? ex. Savings, Save the Change, or Checking
MSR
Account Card
TIS
Consumer Fee schedule
How do we run credit for a joint being added to an existing checking account?
Open the app in XA and add them, then look at the credit pull
We don't
Ask the new joint their credit score and make not if it in the account
Eport
What AR actions do we chose for changing a snowbird's winter address?
Add/ Revise Mailing Name
Add/ Revise Share Name Addresses
Add/ Revise Alt Mailing Name
Add/ Revise Address
Can we update a member's email / phone number over the phone?
Yes
No
Bonus: I (Morgan) will run checks for a week if anyone gets this right without cheating:If a Beneficial Owner needs to be added to a Commercial account after the account already exists, what name type do we chose from the drop down?
Authorized Signer
DBA
SDB Co-Lessee
SDB Deputy
Information Only
Authorized Beneficial Owner
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