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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Cash Management Services | - Payment and Liquidity Management - Corporate Cash Management Products |
| Commercial Banking Fundamentals | - Account Structures and Banking Operations - Banking Regulations Overview - Roles in Commercial Banking |
| Commercial Lending & Credit Analysis | - Loan Types and Structures - Credit Risk Assessment - Loan Approval Workflow in nCino |
| nCino Platform Functional Usage | - Document Management and Compliance Tracking - Customer & Account Management - Workflow Configuration |
| Trade Finance | - Bank Guarantees - Export / Import Financing - Letters of Credit |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Where can a User find "Recent Items"?
A) Center Pane
B) Side Pane
2. The Product Catalog is configured on the back end by using what tool?
A) DM Admin Tool
B) Copy Loan Plus Tool
C) Standard Cloner Tool
D) Document Manager Tab
3. True of False? Risk rating can include both qualitative and quantitative values.
A) True
B) False
4. How can you calculate a risk rating (Select 2)?
A) Template
B) Quantitative
C) Qualitative
D) Narratives
5. Where can the Interest Accrual Method be changed?
A) Index
B) Product Type
C) Product Line
D) Manage Rates Tab
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: A | Question # 3 Answer: A | Question # 4 Answer: B,C | Question # 5 Answer: C |
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