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WorksheetsDNA QUIZ UB
Total questions: 71
Worksheet time: 1hrs 2mins
DO NON-MEMBERS HAVE TO BE PUT INTO THE CORE TO CASH AN ONUS CHECK?
YES, INCLUDING THEIR ID
YES, BUT JUST THEIR NAME
NO, NOT AT ALL
NO, SINCE WE ARE SCANNING THE CHECKS
WHERE CAN YOU FIND SMART SEARCH?
RELATIONSHIP PROFILE
MAINTENANCE
QUICK INQUIRIES
DSUI
WHICH OPTION WOULD YOU CHOOSE TO OPEN A NEW ACCOUNT?
NEW DEPOSIT ACCOUNT WIZARD
ACCOUNT WIZARD
THIS IS A TRICK QUESTION
RELATIONSHIP MODULE
WHAT SHAPE DO YOU EMULATE TO DO A TRANSACTION IN TRANSACTION EXPRESS?
TRAPEZOID
TRIANGLE
SQUARE
CIRCLE
WHAT WOULD YOU USE TO OPEN A NEW CD?
(a)
WHAT CAN A TICKLER DO? CHOOSE ALL THE CORRECT ANSWERS...
REMIND YOU TO CALL A MEMBER
SAVE YOUR WORK IF YOU ACCIDENTLY CLOSE IT OUT
ASSSIGN A TASK TO SOMEONE ELSE
SEND A MEMBER AN EMAIL TO REMIND THEM OF PAPERWORK YOU NEED
WHAT DOES A CHEVRON MEAN IN DNA?
ITS WHAT YOU USE IN QUICK SEARCH
THERE ARE NO CHEVRONS IN DNA
REQUIRED INFORMATION
NOT REQUIRED BUT USEFUL INPUT
CHOOSE ALL THE REASONS WHY SMART SEARCH IS EASY...
NO NEED FOR SPECIAL CHARACTERS
ITS NOT, QUICK SEARCH IS BETTER
CAN FIND BUSINESS ACCOUNTS EASIER
NO NEED FOR BNCONTROL ACCOUNT SEARCHES
HOW DO YOU ADD A FAVORITE?
QUICK INQUIRIES
RIGHT CLICK A TAB
JUST USE IT OFTEN AND IT WILL SHOW UP AS ONE
MAINTENANCE TAB
WHERE CAN YOU FIND SMART SEARCH?
RELATIONSHIP PROFILE
MAINTENANCE
QUICK INQUIRIES
DSUI
WHAT MUST YOU ADD TO ALL ACCOUNTS/SUFFIXES YOU OPEN?
BENEFICIARIES
NAMES/DESCRIPTIONS
MONEY
JOINT HOLDERS
CAN YOU ORDER CHECKS DIRECTLY FROM DNA?
YES
NO
WHAT BUTTON WOULD YOU USE IN NEW DEPOSIT ACCOUNT WIZARD FOR A BUSINESS OR NON-INDIVIDUAL ACCOUNT?
ORGANIZATION
PERSON
JOINT
PROFILE
SHOULD YOU USE THE 'ADVERSE ACTION' BUTTON IF YOU CANNOT OPEN A NEW ACCOUNT?
NO, THOSE ARE FOR LOANS ONLY
NO
MAYBE, DEPENDS ON THE SITUATION
YES
SELECT ALL THE CORRECT THINGS YOU CAN DO FROM THE MAINTENANCE MENU...
DEATH DATE
PRE-AUTH PAYMENTS
STOP PAYMENTS
QUICK TRANSFERS
WHICH OPTION WOULD YOU CHOOSE TO OPEN A NEW ACCOUNT?
NEW DEPOSIT ACCOUNT WIZARD
ACCOUNT WIZARD
THIS IS A TRICK QUESTION
RELATIONSHIP MODULE
CHOOSE THE CORRECT WAYS TO USE QUICK SEARCH...
FIRST NAME, LAST NAME
USE % FOR WILDCARD CHARACTER
LAST NAME, FIRST NAME
USE * FOR WILDCARD CHARACTER
TRUE OR FALSE: THE BLACK BAR WILL CHANGE DEPENDING ON THE MODULE?
TRUE
FALSE
IF THERE IS A BLANK SCREEN WITHOUT AN ACCOUNT NUMBER, HOW DO YOU FIND IT? CHOOSE ALL THE CORRECT WAYS...
QUICK SEARCH SLIDE OUT
PANIC AND CALL BRAYDEN AND CHRISTY
SMART SEARCH
IF YOU HAVE THE NUMBER, TYPE IT IN
IF I COPY AN ACCOUNT DUE TO FRAUD, THATS ALL I HAVE TO DO? SELECT THE BEST ANSWER...
YES, THAT IS LITERALLY ALL YOU HAVE TO DO
NO, THAT IS NOT AN OPTION IN DNA
NO, PAYROLL AND DEBIT CARDS DON'T COPY SO THAT NEEDS DONE
YES, THEN THEY SIGN THE SIGCARD
WHO IS YOUR FIRST POINT OF CONTACT IF YOU HAVE A QUESTION ABOUT DNA?
BEN IN IT
BRAYDEN AND CHRISTY
YOUR BRANCH EXPERT
ROBERT THE CEO
IF YOU NEED A NEW SIGCARD FOR A MEMBER, WHAT OPTION IN THE ADDITIONAL MENU WOULD YOU USE?
DOCUMENT REQUEST
SIGCARD REQUEST
REQUEST TO USE THE BATHROOM
NON-TAX OWNER NOTICE
TRUE OR FALSE? IS STATUS CHANGE WHERE YOU CAN CHANGE A DORMANT STATUS TO ACTIVE?
FALSE
TRUE
WHAT OPTION DO YOU USE TO SUBMIT YOUR TOTE? SELECT 2 CORRECT ANSWERS...
TELLER
SYSTEM
LOGOUT
ENVIROMENT
DO YOU ANSWER YES OR NO TO THIS?
YES
NO
IF I CAN'T FIND SOMETHING ON DNA, WHAT ARE THE CORRECT WAYS TO GET HELP?
HELP TAB OR BRANCH EXPERT
HELP TAB OR BRANCH EXPERT OR BEN IN IT
HELP TAB OR BRANCH EXPERT OR TEAMS BRAYDEN
HELP TAB OR BRANCH EXPERT OR ASK MICHELLE
WHAT MUST YOU ADD TO ALL ACCOUNTS/SUFFIXES YOU OPEN?
BENEFICIARIES
NAMES/DESCRIPTIONS
MONEY
JOINT HOLDERS
CHRON JOURNAL IS NOW CALLED
(a)
TRUE OR FALSE? YOU HAVE TO ENABLE REMOTE OVERRIDE EVERYDAY IN ORDER TO USE IT
TRUE
FALSE
DO NON-MEMBERS HAVE TO BE PUT INTO THE CORE TO CASH AN ONUS CHECK?
YES, INCLUDING THEIR ID
YES, BUT JUST THEIR NAME
NO, NOT AT ALL
NO, SINCE WE ARE SCANNING THE CHECKS
ON THE RELATIONSHIP PROFILE, YOU CAN SEE ALL ACCOUNTS. IS THIS TRUE OR FALSE?
FALSE
TRUE
(a) IS HOW YOU ADD/DELETE PEOPLE FROM AN ACCOUNT
SUFFIX NUMBERS SUCH AS S1, S2 WILL NO LONGER EXIST. TRUE OR FALSE?
FALSE
TRUE
FROM THE RELATIONSHIP PROFILE YOU CAN DO TRANSFERS AND MULTIPLE TRANSFERS. TRUE OR FALSE?
TRUE
FALSE
WHAT BUTTON WOULD YOU USE IN NEW DEPOSIT ACCOUNT WIZARD FOR A BUSINESS OR NON-INDIVIDUAL ACCOUNT?
ORGANIZATION
PERSON
JOINT
PROFILE
IN DEPOSIT ACCOUNT MAINTENANCE, TO ADD A JOINT YOU HAVE TO CHOOSE WHICH OPTION IN OWNERSHIP TYPE?
JOINT AND
FIRST OR
JOINT OR
TO ADD A JOINT WHO IS NOT A MEMBER TO AN EXISTING ACCOUNT, YOU WOULD CHOOSE WHICH OPTION?
ACCOUNT WIZARD
NEW PERSON/MEMBER
NEW DEPOSIT ACCOUNT WIZARD
MAINTENANCE
IF YOU ARE OPENING AN ACCOUNT FOR A BUSINESS OR ORGANIZATION, CAN YOU USE NEW DEPOSIT ACCOUNT WIZARD TO CREATE A DEBIT CARD?
YES, ITS NO DIFFERENCE THAN ANY OTHER ACCOUNT
NO
HOW DO YOU FIND IF A MEMBER HAS A DEBIT CARD OR ONLINE BANKING? WHERE WOULD YOUR FIRST PLACE TO CHECK BE?
ROLES
DEPOSIT ACCOUNT MAINTENANCE
THEIR WALLET
AGREEMENTS
TRUE OR FALSE...YOU HAVE TO LINK AND UNLINK DEBIT CARDS IN SOME CASES?
TRUE
FALSE
IS TRANSACTION EXPRESS AND RELATIONSHIP PROFILE AVAILABLE IN THE LOAN MAINTENANCE SCREEN 2 MENU?
YES
ONLY TRANSACTION EXPRESS IS
ONLY RELATIONSHIP PROFILE IS
NO
WHAT HAPPENS IF YOU MARK A MEMBER AS 'DECEASED'?
NOTHING EXCEPT IT SAVES THE STATUS
IT CREATES A WARNING FLAG
IT AUTOMATICALLY CLOSES THE ACCOUNT
CHECKS WON'T CLEAR BUT IT STAYS OPEN
SHOULD YOU MAKE A NOTE ON AN ACCOUNT IF A MEMBER IS DECEASED?
YES, JUST AS WE ALWAYS HAVE
YOU COULD BUT IT WASN'T DISCUSSED IN TRAINING
NO, ITS NOT NECESSARY ANYMORE
WHO CARES?
TO OPEN A CD, YOU NEED TO CLICK...
(a)
CAN YOU CLOSE AN ACCOUNT WHICH STILL HAS A BALANCE AND OUTSTANDING TRANSACTIONS?
YES, YOU CAN TAKE THE MONEY OUT AFTERWARDS
AS LONG AS YOU DO THE WITHDRAWL AT THE SAME TIME
NO
IT DEPENDS
WHERE CAN YOU ACCESS PAYOFFS FROM? CHOOSE ALL THE CORRECT OPTIONS...
RELATIONSHIP PROFILE
WIZARD MENU
LOAN MAINTENANCE SCREEN 2
TRANSACTION EXPRESS
WHICH SCREEN HAS A TON OF OPTIONS FOR CHANGING/EDITING THINGS ON LOANS?
ADDITONAL
LOAN MAINTENANCE SCREEN 1
QUICK INQUIRIES
LOAN MAINTENANCE SCREEN 2
TRUE OR FALSE...THERE ARE 2 TYPES OF NOTES IN DNA. ENTITY LEVEL AND ACCOUNT LEVEL.
FALSE
TRUE
CAN YOU ADD A BENEFICIARY TO AN ENTITY OR IS IT ACCOUNT BY ACCOUNT?
ITS PER ACCOUNT
YOU CAN ADD IT TO AN ENTITY
ROLES IS HOW YOU....
GET INTO HOLLYWOOD
UPDATE AN ID
ADD A DEBIT CARD
ADD/EDIT PERSONS ON AN ACCOUNT
WHAT DO YOU USE TO OPEN A NEW ACCOUNT?
(a)
IF YOU CALL MEMBERS ABOUT DELIQUENT LOANS, YOU WILL USE WHICH SCREEN TO ACCESS INFORMATION ON THE LOAN?
ROLES
MAINTENANCE
NEW LOAN WIZARD
LOAN MAINTENANCE SCREEN 2
WHICH OPTION LETS YOU CHANGE THINGS ON AN ENTITIES PROFILE?
DEPOSIT ACCOUNT MAINTENANCE
CALLING IT/JENNI AND HAVING THEM DO IT
EDIT PERSON
SERVICES
IN DEPOSIT ACCOUNT MAINTENANCE, TO ADD A JOINT YOU HAVE TO CHOOSE WHICH OPTION IN OWNERSHIP TYPE?
JOINT AND
FIRST OR
JOINT OR
CHRON JOURNAL IS NOW CALLED
(a)
WHAT HAPPENS IF YOU SCAN THE BARCODE ON A LICENSE?
NOTHING OTHER THAN A WASTE OF TIME
IT READS IT AND PORTS THE INFO IN BLUE
YOU DID IT BACKWARDS AND NOW HAVE TO SCAN THE FRONT
WHERE COULD YOU MARK AN ACCOUNT AS DORMANT OR ACTIVE?
TITLE
DELETE
OWNER
STATUS CHANGE
HOW DO YOU SWITCH CASHBOXES?
YOU CAN'T CHANGE THEM
RELATIONSHIP MODULE>TELLER>
CASHBOX CHANGE
TELLER>CASHBOX CHANGE
FIND THE VIN NUMBER ON RON SWANSON'S LAND ROVER LOAN...
(a)
ON LOAN MAINTENANCE SCREEN 2, WHICH MENU IS PAYOFF UNDER?
MAINTENANCE
ADDITIONAL
MONETARY
COLLATERAL
HOW WOULD YOU ADD A WARNING ON AN ACCOUNT IF A MEMBER IS EXPERIENCING FRAUD?
WARNING FLAG
RED FLAG
NOTES
LOCKOUT FLAG
LOCKOUT FLAGS AND WARNING FLAGS ARE LISTED IN ____?
DOCUMENTS
RESTRICTIONS
COLLATERAL
ROLES
HOW DO YOU SAFELY CLOSE ACCOUNTS? WHAT IS THE WORKFLOW CALLED?
STATUS CHANGE
NEW DEPOSIT ACCOUNT WIZARD
CLOSEOUT
DEPOSIT CLOSEOUT WIZARD
TO CHANGE AN ACCOUNT FROM SINGLE OWNER TO A JOINT; WHAT OPTION SHOULD YOU CHOOSE ON DEPOSIT ACCOUNT MAINTENANCE?
JOINT AND
SINGLE
JOINT OR
THIS IS A TRICK QUESTION
IF A MEMBER WANTS TO ADD A BENEFICIARY BUT THAT PERSON IS NOT A MEMBER, WHAT WOULD YOU DO?
PUT A NOTE ON THE ACCOUNT
USE NEW PERSON/MEMBER TO ADD THEM
ASK KIM, SHE WILL KNOW
ADD THE NAME TO THE SIGNATURE CARD
TO ADD A BUSINESS OR ORGANIZATION TO DNA, DO YOU HAVE TO USE NEW DEPOSIT ACCOUNT WIZARD?
YES
NO
THE BLUE LINE IN THE NEW DEPOSIT ACCOUNT WIZARD MEANS WHICH ONE OF THESE?
NOTHING, THE PROGRAM JUST DOES THAT
IT MEANS WE HAVE THEIR INFORMATION IN THE CORE
OWNERSHIP
WHERE CAN YOU GO TO FIND PREVIOUSLY CLOSED ACCOUNTS?
CHECK STATUS MENU
CLICK THE BOX ON RELATIONSHIP PROFILE
WATER STREET HAS CLOSED ACCOUNT RECORDS
USE DEPOSIT CLOSEOUT
TO USE REMOTE OVERRIDE, YOU MUST DO WHAT FIRST?
SUBMIT AN IT TICKET TO HAVE THEM ADD YOU TO IT
USE SYSTEM MENU, THEN REMOTE OVERRIDE
ASK YOUR SUPERVISOR TO ADD YOU TO THE EMPLOYEE LISTING
USE THE QUICK INQUIRIES MENU, THEN REMOTE OVERRIDE
TO ADD A FAVORITE PAGE, YOU "_________" CLICK ON A TAB
RIGHT
LEFT
WHICH IS THE CORRECT WILDCARD CHARACTER FOR QUICK SEARCH IN DNA? TYPE IN THE ANSWER...
(a)
