true or false
true or false: if the caller is listed as an authorized contact on the small business credit card but not listed on the signature card on a small business checking account under the same profile, are you able to perform maintenance request on the checking account for the caller?
No
What system will you use to place a stop payment on a check , ach, recurring debit card transaction?
synergy web/CEW
can we release deposit holds for a client?
no
Can we determine why a debit card transaction was declined in content navigator?
no. Synergy web/CEW or interact
What two systems will you use to initiate a small business billing dispute &/or fraud claim?
Claims guided assist tool (CGA) and BOLT
true or false: You can initiate an atm dispute for business deposit only cards for full analysis accounts on a commercial/business banking bannered account
true
What is the amount of a stop payment fee for a recurring debit card charge?
no fee
What system will you use to identify an issue with a mobile deposit?
MRD
What four maintenance request can we complete in interact?
closing account, solution pricing- link accounts, account type change, release deposit holds
adding a manual transaction
true or false: You can provide the status of an incoming ACH credit that has not posted to the account
false
If the customer has a processing ACH transaction and will like to stop that charge, can you place the stop or wait until it post?
Place the stop while the transaction is processing.
If the client made a cash deposit in the financial center and the deposit is not reflecting on their account, how will you resolve the error?
Refer client to FC to be resolved
Are you able to edit, modify, delete a clients balance connect preferences?
No. Self-service or transfer client to SB sales
What two dispute reason will allow you to select more than one transaction on the BOLT form?
Billed more than once for a single transaction and cancelled a recurring transaction
true or false: If a check the customer deposit returned unpaid due to "closed account", we will only send them a copy of the check and not a legal copy to redeposit
If the customer wants to stop a recurring debit card charge and the transactions is processing, will it stop that transaction or future ones?
Stop future ones. The customer will have to file a dispute for the processing transaction if it post to the account.
When using imageview, what three documents are we able to view for the client?
signature card, adjustment/correction letters, and check images
If the customer has a wealth management banner on the profile, are you able to initiate the dispute?
No. Transfer to the appliable team
true or false: The customer can initiate an ACH claim on their consumer account due to problem with the merchandise/service
false
What transactions for eligible to be edited in the stop payment menu?
debit card
account balance history
When performing a manual linkage for the client using BOSS, can you you link a personal profile to a business profile?
No. Can only business to personal or business to business.
Can you initiate atm/debit card and ACH disputes for consumer and small business?
No. You can initiate atm/billing disputes for consumer and small business and ACH non-fraud for consumer.
Consumer ACH true fraud have to be transferred.
Small business non-fraud and fraud, customer will have to fill out the ACH corp return form