Post Assessment - Common Sense Service Fee, Scorecards, and Wire Transfers

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1 point

How much is the monthly service fee on the Common Sense Checking Account?

1 point

Scorecards can help:

A. Supervisors and employees gauge performance.

B. Individuals see how their efforts contribute to overall credit union strategic objectives.

Both A and B

1 point

Select the steps (mark all that apply) for submitting a wire transfer request.

Complete an “Outgoing Wire Transfer Authorization Form”.

Obtain member’s signature on “Outgoing Wire Transfer Authorization Form” and “Outgoing Wire Transfer Agreement”.

Obtain supervisor's signature.

If $10,000 or more, obtain senior management signature.

Submit form via e-mail to “Accounting”.

Retain original in centralized location at branch.

1 point

How can a member have the Common Sense service fee waived?

A. Purchase an Identity Protection Program above the basic coverage.

B. Make a formal request

C. Enroll in e-Statements

D. Both A and C

1 point

The Common Sense service fee pays for the identity theft product provided to all members?

True

False

1 point

Who can benefit by using scorecards?

A. Employee

B. Manager/Supervisor

C. Credit Union

D. All of the Above

1 point

Both members and the credit union can benefit by a member enrolling in e-statements.

True

False

1 point

If a member has an established “wire transfer template”, a wire transfer may be done by telephone with someone in Accounting.

True

False

1 point

Scorecards can create “balance”, and they contain which of the following components?: (mark all that apply)

Objectives

Metrics

Targets

Results

10.

1 point

A “Funds/Wire Transfer Agreement” will allow for a member to complete a wire transfer by telephone – How should you determine/identify if a member has one?

A. Contact Account (ext. 3560)

B. Check with the signature card

C. Checking in i-Power (Account Profile)

D. Any of the Above

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