Week 2 Quiz

Question 1

First Tech was the very first Credit Union to establish Online Banking with Bill Pay

Accepted Answer

True

Question 2

A SAR generates an RUA

Accepted Answer

False

Question 3

A dominant personality type prefers Logical conversation over Leading the conversation

Accepted Answer

False

Question 4

A Member can protect multiple checking accounts with the same Share Savings account

Accepted Answer

True

Question 5

The only restriction used in SAM Collections is: SAM Restricted – CNT xSAM

Accepted Answer

True

Question 6

Member Documents are located where in DNA:

Accepted Answer

FTFCU Menu Tab

Question 7

At what point does SAM play into the lifecycle of a Member

Accepted Answer

Monthly Payments

Question 8

Specific proof is needed in order to submit the BSA Workflow

Accepted Answer

False

Question 9

We currently have the following amount of Members…

Accepted Answer

500K - 600K

Question 10

Discretionary Overdraft status is checked via the Pre-Auth&#x27;s Tab in DNA

Accepted Answer

False

Question 11

What happens if you submit a SAM Referral to BSA but are wrong

Accepted Answer

Absolutely nothing, zilch, zip!

Question 12

The basics of soft skills entails:

Accepted Answer

All of the Above

Question 13

Our Board of Diectors are all Voluntary

Accepted Answer

True

Question 14

Where can you see a breakdown by Transaction Type in DNA

Accepted Answer

Inquiries -> History Query

Question 15

A member can protect a Share Savings account from overdrafting by linking it to their Share Draft account

Accepted Answer

False

Question 16

We currently have the following amount of assets:

Accepted Answer

$1Billion +

Question 17

Mission | Vision | Values: "To be America's most admired credit union"

Accepted Answer

Vision Statement

Question 18

An influential interaction type may respond to stress using Sarcasm

Accepted Answer

True

Question 19

Our Original Credit Union was founded by:

Accepted Answer

Tektronix

Question 20

Which item is NOT an RDI reason:

Accepted Answer

POS Declined

Question 21

Any department can remove a restriction

Accepted Answer

False

Question 22

Members have control over how the credit union is run

Accepted Answer

True

Question 23

We can report amounts under $5 to ChexSystems

Accepted Answer

True

Question 24

DISC - Dominant , Influential, __________ , Conscientious

Accepted Answer

Steady

Question 25

Every department who has a hold must sign off before override of a restriction (Dual-Control)

Accepted Answer

True

Question 26

Optional Overdraft protection will automatically activate at day 60

Accepted Answer

False

Question 27

Mission | Vision | Values: "To help our Members reach their dreams"

Accepted Answer

Mission Statement

Question 28

As a collector, You reprent the Impact of the debt.

Accepted Answer

True

Question 29

What makes us different from a bank?

Accepted Answer

All of the Above

Question 30

Optional Overdraft status can be checked under the Agreements Tab in DNA

Accepted Answer

False

Question 31

Which is one reason that discretionary overdraft protection would NOT be disabled

Accepted Answer

Failure to use Online Banking

Question 32

Our partnered industry employers are called:

Accepted Answer

SEG&#x27;s

Question 33

True or False: We only serve US based Members

Accepted Answer

False

Question 34

Discretionay Overdraft protection will pull out in increments of $100

Accepted Answer

False

Question 35

What does BSA stand for?

Accepted Answer

Bank Secrecy Act

Question 36

The first step in the Collections Call flow is:

Accepted Answer

Warm & Friendly Greeting

Question 37

The Call Recording Disclosure & Mini-Miranda are required on every call

Accepted Answer

False

Question 38

DiSC is primarily used to determine how one should interact with a personality style

Accepted Answer

True

Question 39

When can we start to review a Negative Share account for charge off?

Accepted Answer

35 DPD

Question 40

What item is NOT an urgency reason for Negative Share accounts:

Accepted Answer

Potential Repossession

Question 41

What does RDI stand for?

Accepted Answer

Returned Deposit Item

Question 42

What is required each day before coming into the office?

Accepted Answer

Employee Badge

Question 43

The primary goal for the SAM team is to:

Accepted Answer

Mitigate Loss

Question 44

Understanding our own interaction preference allows us to ______ to meet the Members needs

Accepted Answer

Adapt

Question 45

Progress is OK, but ______ is the Goal.

Accepted Answer

TAD

Question 46

Resistance is______ when talking about delinquencies.

Accepted Answer

Normal

Question 47

Mission | Vision | Values: "We are engaged, dynamic and genuine"

Accepted Answer

First Tech Values, Vision Statement

Question 48

First Tech is the ______th largest credit Union in the U.S.

Accepted Answer

6th

Question 49

We only have 2 Overdraft Protection options for our Members

Accepted Answer

True

Question 50

You can promise large deposit items?

Accepted Answer

True

Week 2 Quiz

Questions 50

Week 2 Quiz

Questions 50