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Financial Transactions and Customer Service Quiz

#1

Which of the following is an example of a financial transaction?

Buying groceries with cash
Explanation

A common exchange of goods or services for money.

#2

What is the primary purpose of a bank statement?

To show the customer's transaction history
Explanation

Provides a record of all transactions within a specific period.

#3

What does KYC stand for in banking?

Know Your Customer
Explanation

A process to verify customer identity to prevent fraud and money laundering.

#4

Which of the following is a common method of customer authentication in online banking?

Biometric scans
Explanation

Uses unique physical characteristics like fingerprints or facial recognition.

#5

What does ACH stand for in banking?

Automated Clearing House
Explanation

Electronic network for processing financial transactions in the United States.

#6

What does APR stand for in finance?

Annual Percentage Rate
Explanation

Indicates the yearly cost of borrowing or earning through investment.

#7

In banking, what is the purpose of a wire transfer?

To transfer funds electronically from one bank to another
Explanation

Enables swift movement of money between accounts at different financial institutions.

#8

What is the purpose of a credit score?

To determine a customer's eligibility for a loan or credit card
Explanation

Evaluates creditworthiness based on credit history and financial behavior.

#9

What is a mutual fund?

A pool of funds collected from many investors to invest in securities
Explanation

Diversified investment vehicle managed by professionals.

#10

What is the purpose of a routing number in banking?

To identify a specific bank branch
Explanation

Directs electronic transfers to the correct financial institution.

#11

What is a chargeback in the context of credit card transactions?

A reversal of a disputed transaction
Explanation

Occurs when a cardholder disputes a charge and funds are returned to their account.

#12

What is the purpose of a SWIFT code in international transactions?

To identify a specific bank during an international transaction
Explanation

Facilitates secure and standardized communication between financial institutions globally.

#13

What is the purpose of a stock exchange?

To buy and sell shares of publicly traded companies
Explanation

Facilitates trading of securities between buyers and sellers.

#14

What is the purpose of a dividend in finance?

To distribute profits to shareholders
Explanation

Portion of a company's earnings distributed to its shareholders.

#15

What is the purpose of a futures contract in finance?

To provide insurance against market fluctuations
Explanation

Agreement to buy or sell a commodity or financial instrument at a predetermined price in the future.

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