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CIT New Hire Week Three Review

  •  English    20     Public
    Review of weeks 3 lesson topics
  •   Study   Slideshow
  • What is the closing balance on this CD?
    $29,115.70
  •  15
  • Does the closing balance on this CD include the EWP?
    No
  •  15
  • Are there any holds on this account?
    No
  •  15
  • What is the interest paid last year on this CD?
    $838.03
  •  15
  • Most profile maintenance workflows begin in what core system?
    Sales Management
  •  15
  • Most of the account maintenance procedures begin in what core system?
    Insight
  •  15
  • How does the "Description" for CC notes begin for complaint calls.
    Complaint
  •  15
  • What takes precedence in the CC note description for compliant calls?
    The complaint
  •  15
  • A CD retention script is required for
    CD account closures, renewals, and negotiated rates.
  •  15
  • CD renewals require what level of verification?
    Standard
  •  15
  • Account closures require what level of verification?
    Standard
  •  15
  • Providing a username requires what verification?
    Standard and Elevated
  •  15
  • Enabling an Online Banking profile requires what verification level?
    Standard and Elevated
  •  15
  • What is the hold time for external transfers initiated from CIT bank?
    5-business days
  •  15
  • Customer wants to know their FDIC coverage for their sole account with two beneficiaries?
    Owner X Beneficiary X $250,000 ( $500,000)
  •  15
  • What screen provides access to account credits and debits?
    View Transaction History screen
  •  15