Checks
What can be pulled to help with MCD Troubleshooting?
Mobile Application Deposits Job Aid
What document shows next steps for customer with TD suppressed ?
MX Account Ownership Authorization Atlas Memos Deposits Job Aid
What document can be pulled for OAC registration ?
Account Center Deposits/Retail Branch Job Aid
What document shows us how long customers bank account needs to be open to do SSO?
SSO Deposits Procedure
What document can give information about customers bill pay snapshot?
Bill Pay Customer Service Tool Deposits/BFU Job Aid
What can we pull to find ACH Limits?
Funds Transfer Deposits/Retail Branch Base Document
What document can we use that shows us the types of locks we can unlock ?
Account Center Access Deposits/BFU/Retail Branch
Customer calls in to close a Non-CD account. But we noticed that they moved less than 30 days ago. Where can we find instructions on what the next step to do for closing the account.
Non-CD Account Closure Deposits/BFU Procedure
What document can be pulled to find information on RT-Fraud with a Zelle transaction?
Zelle and Customer Service Tool Deposits/BFU Job Aid
What document can we use to help customer with external account linking?
MX Account Ownership Authorization Atlas Memos
What is the document that gives instructions how to place a freeze?
Freeze and Hold Deposits/Retail Branch Procedure
Customer calls to find out if we link with M&T. Where can we find this answer ?
Blocked Financial Institutions & TMX Denied Deposits Job Aid
Where can we find visuals of how to walk customer through how to enroll with bill pay?
Bill Pay Functionality Customer Guide
What is the document used for finding ACH timelines?
Money Movement Deposits/Retail Branch Procedure
Customer gets an account restriction message when trying to log in. Where can we find instructions on how to assist?
Account Center Access Deposits/BFU/Retail Branch
Customer calls in for Power of Attorney (POA) questions. What is the document that gives instructions for what to do with the call?
Call Transfer Deposits/BFU/Retail Branch Job Aid
Where can we find information about accounts linked with TD after 04/24/2023 and how to find limits.
Funds Transfer Deposits/Retail Branch Base Document
True or False: Can web support disable four-digit passcode? What document shows us how can we find this answer?
True: Account Center Access Deposits/BFU/Retail Branch
If a customer calls after 9:30 pm est to request a check. Where can we find the details for the timeline of shipping for an expedited check?
Service Level Timeframes Deposits/BFU Job Aid