ATM DEBIT CARD & CLIENT CENTRAL
If a customer request a ATM or POS limit increase above your approval limit. you must click on this in your salesforce case to get it approved.
WHATS IS RUN ASSIGNMENT
In relationship Manager, this is where you need to be to unlock a customers' online banking profile.
WHATS IS SECURE NOW
If you are looking for a statement copy or a check image you will need to search in this system.
WHAT IS NAUTILUS
Thank you, I can or will, How may I help you? I understand how you feel, You're right, May I, Would you mind.
These are all considered what in call scripting.
WHAT IS POSITIVE PHRASES.
This is filed on the customers' behalf for any Debit Card transaction processed that the customer did not authorize.
WHAT IS A DEBIT CARD DISPUTE.
To assist a customer with logging in, if forgotten we can send this via secure email only to the customer
WHATS IS USER ID
You can change a customers primary address or add an alternate address after you external linked to this system.
WHAT IS APERIO
If the customer expresses feelings of frustration, anger sadness, unhappiness, etc acknowledge their feelings with tone and words that show you heard and understood their emotions.
This is called showing .
WHAT IS EMPATHY
To avoid an enfact fraud alert, the customer should set this up prior to using their card in a different state or country
WHAT IS A TRAVEL NOTICIFATION
On a Loan account this is where the funds are held to cover taxes and/or Insurance.
WHAT IS A ESCROW ACCOUNT
If a caller needs to see if their online account application has been approved you need to log into this system.
WHAT IS AVOKA
Red-Red ,Green-Green, Red- Green and Green-Red
These are examples of what?
WHAT IS FIVE 9 AUTHENTICATION
This limit on an ATM debit card cannot be increased at any time.
WHAT IS MT FUNDING LIMIT
This is the 15 days Investors Bank give before a late fee is accessed on a Loan account.
WHAT IS GRACE PERIOD
To update a customers verification phone number and security questions you will need to be in this system
WHAT IS RELATIONSHIP MANAGER
MMN, DOB, last 4 SS#, full account or Debit Card#, exact amount of last transaction.
these are all tokens used for authenticating a customer, What is another token you can use to authenticate a checking account.
WHAT IS THE LST 5 DIGITS OF AN GOVERMENT ID CARD.
If a customer's card transaction is declined with a responds code R90 you will need clear this code in Client Central under this section
WHAT IS RULE MANAGER
We can request this for a third-party if they have a borrower's authorization.
WHAT IS A PAYOFF LETTER
To see how a customer's bill payment was sent you will need to log into this system.
WHAT IS PARTNER CARE
For a monthly loan account you can use theses tokens as 2 of the 3 tokens needed to authenticated.
WHAT IS LOAN THE PAYMENT AMOUNT AND FULL MAILING ADDRSSS.