Cfsb Specialist Test 2024 Latest Updates

2024 LATEST UPDATES. SMART PASS SOLUTIONS CFSB SPECIALIST TEST 2024 TRUE OR FALSE: ACCOUNTING MONITORS THE BANKS FUNDS POSITION - Answer-TRUE WHAT PROCESS DOES ACCOUNTING COMPLETE TO PAY THE BANKS BILLS? - Answer-ACCOUNTS PAYABLE WHAT TEAM MAINTAINS THE BANKS GENERAL LEDGER? - Answer-ACCOUNTING TRUE OR FALSE: AUDITS ARE SCHEDULED WITH TEAMS - Answer-FALSE WHAT IS THE RETENETION FOR AUDIT REPORTS? - Answer-7 YEARS WHO DOES THE AUDIT TEAM REPORT TO? - Answer-BOARD OF DIRECTORS 3 STRATEGIC GOALS OF BUSINESS DEVELOPMENT: NUMBER OF CLIENT CALLS, REACHING 25% EACH QUARTER OF TOP 100 CLIENTS, AND __________ OF PRODUCTS/SERVICES. - Answer-REFERRALS TRUE OR FALSE: Business Development team members organize and facilitate most community events hosted by CFSB in their respective markets. - Answer-TRUE Name three teams Business Development works with to establish and maintain client relationships - Answer-COMMERICAL LENDING, RB'S, AND BUSINESS SERVICES TRUE OR FALSE: The Business Couriers are a part of the Business Services Team - Answer-TRUE Business Services primary responsibility is to provide business ________ & ________ to CFSB business clients. - Answer-services & products Name 3 Business Servicing products - Answer-CASH MANAGEMENT, MERCHANT SERVICES, COURIER SERVICES, AND REMOTE DEPOSIT CAPTURE CFSB INVESTMENTS IS AN AFFILIATE OF________________ ? - Answer-LPL