Managers
What (Who) is John?
When something seems off during security checks where do we ask for back up?
What is taco-risk-escalations?
The most recent version of the SOP
What is version 14?
Where can you location the SOP for COO/COLE?
What is SOP Hub?
This manager handles all things permissions relations. Located in Boston, one of the original Account Ops managers
What (Who) is Cam?
General questions about a process or just need a second set of eyes?
What is accountops-questions?
Where the Bank Account SOP lives?
What is Salesforce?
If customer is on O-Chain what must we do?
What is Rollback?
This manager helps to facilitate your training! Also is helping to restructure macros. This manager can be found in the Omaha office!
Where you can say hello to anyone on the team. Often Account Ops general communication can appear here?
What is accountops-team-channel?
This tool is where you can run bank verification
What is GIACT?
If there is a TIN, AML or KYC fail we use this tool?
What is Alloy?
All thing Payroll!
What (Who) is Chanel?
If a case has escalated, where can an agent be pinged for an update?
What is accountops-escalations?
What permissions does a person need to have to complete self-serve?
What is 8.1?
What is Financial Setup?
This manager offers office hours twice a month. They are also the senior manager of Account Operations
What (Who) is Jordan?
Huddle decks, team support, manager updates?
What is john-account-ops?
What is Appendix E?
Step 12
What is board/request new MID?