MSR Training Needs Assessment July 10.2025

Please rate your comfort level and expertise on each topic with a scale of 1-5. 1 being "very little" to 5 being "I've got this!". Thank you!
Name: 


  1. I know Redwallet features and qualifiers and can speak to EACH option easily.
    1 2 3 4 5


  1. I am comfortable explaining all three Overdraft protection products.
    1 2 3 4 5


  1. Specifically, I am very comfortable explaining Member Privilege to members.
    1 2 3 4 5


  1. I am experienced in opening new accounts in MeridianLink.
    1 2 3 4 5


  1. I can easily explain Specialty Accounts and what is needed to open each one.
    1 2 3 4 5


  1. I understand the criteria that is needed to qualify a new member.
    1 2 3 4 5


  1. I understand when an affidavit would be required for new accounts.
    1 2 3 4 5


  1. I am comfortable registering members in Digital Banking.
    1 2 3 4 5


  1. I am comfortable using Digital Banking and can explain the basic features to others.
    1 2 3 4 5


  1. I am comfortable converting and closing accounts.
    1 2 3 4 5


  1. I am comfortable working in Ascensus for IRA contributions and withdrawals?
    1 2 3 4 5


  1. Please let us know if there are other topics that you'd like to cover in class or beyond.





Raymond Mayhew