New Accounts Training Outline
Related Articles
Relationship Pricing-Training Outline
Relationship Pricing Training Outline Definition: Relationship pricing provides the ability for credit unions to offer discounts to members currently utilizing their service. The credit union has the ability to configure an unlimited definitions ...
Special Purchases Training Outline
Special Purchases Training Outline Definition: Special Purchases give the credit union the ability to sell items within the system. For example, if the credit union sells amusement park tickets or gift cards, there is a function within the system ...
Closed Accounts Training Outline
Close Accounts Training Outline Definition: If a member is closing a sub-share, the account will remain open and the member will continue to have services. However, if they are closing the entire membership, each individual sub-share must be closed ...
OFAC Training Outline
OFAC Training Outline Definition: Office of Foreign Asset Control (OFAC) is utilized in several areas within the system to search for individuals and organizations that are prohibited from doing business in the United States. A file is uploaded into ...
Override Training Outline
Override Training Outline Definition: Since the system is set up with roles, which grant a user navigations and permissions within the system, there will be times in which a user will require an override when performing a transaction. An override can ...