Tips And Tricks 3 Recap

12 Questions | Total Attempts: 58

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Tips And Tricks 3 Recap

Review your knowledge on policy, procedures, services, and CAMS II financial software.


Questions and Answers
  • 1. 
    True or false.  A member can deposit their tax refund check into their joint account.
    • A. 

      True

    • B. 

      False

  • 2. 
    What is the minimum balance to earn dividends on a share account?
    • A. 

      $5

    • B. 

      There is no minimum balance

    • C. 

      $100

    • D. 

      Share accounts do not earn dividends

  • 3. 
    Can a member sign up for Cloud Documents or Cloud Banking without an E-mail address on file?
    • A. 

      Yes

    • B. 

      No

  • 4. 
    What is our current referral program?
    • A. 

      Employees who refer a member to CSFCU receive a free lunch

    • B. 

      Members who refer a friend or family member receive a tote bag and coffee cup

    • C. 

      Members who refer a friend or family member enter to win several drawings up to $20.000 grand prize

    • D. 

      Currently no referral program exists

  • 5. 
    How can members enroll in Money Manager?
    • A. 

      When opening an account through a FSR

    • B. 

      By Calling in to Sunny By Phone

    • C. 

      By requesting enrollment at a Teller Station

    • D. 

      Both A and C

    • E. 

      In the Cloud Branch

  • 6. 
    Who is capable of issuing a 20%+ line of credit?
    • A. 

      All member facing CSFCU employees

    • B. 

      FSRs

    • C. 

      Branch Managers and FSOs

    • D. 

      Member Services

    • E. 

      Only C and D

  • 7. 
    If a member wants to pay their charged off or extremely delinquent debts (60+ days delinquent), can a teller take the payment?
    • A. 

      Yes, but only after calling Collections

    • B. 

      Yes, deposit the funds into the savings account and notify Collections of member name, what account the funds are on deposit, and which loan the funds are to be applied if Collections is unavailable.

    • C. 

      No

    • D. 

      A & B only

    • E. 

      None are correct

  • 8. 
    If a member is a Sunbelt 50 Checking Account holder, what do they receive free?
    • A. 

      Nothing

    • B. 

      One box of checks, any style

    • C. 

      One box of checks, basic style

    • D. 

      Everything!

  • 9. 
    Central Sunbelt members who are in need of assistance after hours have which of the following options (select all that apply)
    • A. 

      Leave a voice mail message at member services answering machine

    • B. 

      Call back tomorrow

    • C. 

      Submit request for help in Cloud Branch

    • D. 

      Sunny By Phone

    • E. 

      24 Hour Tech Support

    • F. 

      Calling Toll-Free 866-786-2228

  • 10. 
    If a member needs assistance with Money Manager or cannot find the financial institution they wish to integrate, the best place to seek help is:
    • A. 

      Member Services

    • B. 

      Direct supervisor

    • C. 

      Colleague with more seniority

    • D. 

      Money Manager Help Service

  • 11. 
    On our website, sunbeltfcu.org, we have an easy to use refinance calculator to show how much members can save by switching their loans over to Central Sunbelt.  A direct link can be found at http://www.sunbeltfcu.org/loan-save.html          If a member were to have 'Excellent' credit and were looking to refinance their current loan that is currently at $25,000 at 4.5% APR for 72 months, how much would they potentially save overall by refinancing (according to the loan saver tool) ?
    • A. 

      $224

    • B. 

      $56

    • C. 

      $847

    • D. 

      $2,022

    • E. 

      Not enough information to tell

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