Helpful Tips And Tricks - May 1

11 Questions | Total Attempts: 82

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Helpful Tips And Tricks - May 1

Questions and Answers
  • 1. 
    Are previous Rewards Checking account holders automatically enrolled into Advantage Checking?
    • A. 

      Yes

    • B. 

      No, but they can accept the terms and enroll when they register for Cloud Banking

    • C. 

      No

    • D. 

      Only if the enrollment date of Rewards Checking preceeded March 7th.

  • 2. 
    What is the fee for stop payments through Sunny By Phone?
    • A. 

      $35

    • B. 

      $10

    • C. 

      $25

    • D. 

      $20

    • E. 

      Sunny By Phone doesn't let you stop payments

  • 3. 
    What is wrong with the iPad? (see picture below)
    • A. 

      The wrong website is showing

    • B. 

      There is no internet connection

    • C. 

      There is nothing wrong with the picture

    • D. 

      What's an iPad?

  • 4. 
    To check the status of a debit card in CAMS, what is the first thing you should do after clicking on the debit card number?
    • A. 

      Click 'Retrieve Card Details'

    • B. 

      Look at the CAMS-ii Status

    • C. 

      Change the PIN number of the card

    • D. 

      Print a new card

  • 5. 
    When using TXT Banking, what do you type in as the recipient for the message?
  • 6. 
    What is fee for the Holiday Club Withdrawals?
    • A. 

      $5

    • B. 

      $25

    • C. 

      $10

    • D. 

      $20

  • 7. 
    When is it allowed to waive the Holiday Club withdrawal fee?
    • A. 

      Never

    • B. 

      If the customer has a passionate story about why they should not pay the fee

    • C. 

      If it is the first time they have performed a withdrawal since conversion and the member is seeking to close the account.

    • D. 

      If your direct supervisor is at lunch and they are raising their voice

  • 8. 
    How do you key the transaction for Holiday Club withdrawals?
    • A. 

      Keyed as a transfer out

    • B. 

      Keyed as a quick withdrawal

    • C. 

      Call upper management

    • D. 

      Keyed as a withdrawal

  • 9. 
    Once a member opens an account with CSFCU, how do they enroll for Cloud Banking?
    • A. 

      The member will receive an e-mail with user ID / password information to log in

    • B. 

      The member self enrolls using their member # and last 4 of SSN on our website

    • C. 

      The member self enrolls using their member # and 4 digit PIN number on our website

    • D. 

      The member will use the verification codes sent to their phone for their login information

  • 10. 
    In a calendar month, a member has done 3 transfers from their savings to their checking account via Cloud Banking, another 2 transfers from their savings to their checking account via the CSFCU Member Service Call Center, another 2 transfers from their savings to their checking account via ATM, and no transfers from their savings to their checking account from the teller line. Is this person within Reg D compliance?
    • A. 

      Yes

    • B. 

      No

    • C. 

      There is not enough information to determine

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