Account opening

Where does the online account opening process start

• Salesforce
• Terafina
• DNA
• EODS

What is the required savings account that cannot be removed during online application?

• Rewards Savings
• High Yield Savings
• Membership Savings
• Bonus Saver

What PIN length is required for enrolling in telephone banking?

• 2-5 digits
• 4-9 digits
• 6-12 digits
• 3-6 digits

What is the minimum age required to open an account online?

• 18 age
• 21 age
• 16 age
• 13 age

Where is the joint applicant's information added during the process

• On the first page
• On the funding page
• After verifying identity
• After selecting overdraft options

What system do branch staff use first to create a new member

• Salesforce
• Terafina
• DNA
• EODS

What account is mandatory and added by default

• Joint Checking
• Membership Savings
• Money Market
• Youth Checking

What feature checks for existing member in DNA from MeridianLink

• Duplicate Checker
• Core Lookup
• Record Match
• Record Match

What happens after the application is approved in MeridianLink?

• Member gets email
• Details sent to DNA
• Data syncs to EODS
• Notification to support

Where are security questions updated after being entered in MeridianLink?

• Terafina
• DNA
• Salesforce
• EODS