Online Banking
What are the 2 ways of unlocking an OLB?
Reset PIN - OLB level
Unlock - Banno - keeps pw the same!
What do the different status' mean?
Warm - Temp blocked
Active - Good to go
Hot - Gone forever
Instant Issue - Not processed in Card Wizard
Reorder - Reordered
Make a payment internal - internal
Customer and Us do it
Us - acct coming from, related func, transfer, to loan acct
Them - OLB, transfer
CIF level, messages, add or delete
Does a customer need to bring change to deposit rolled or loose
Check branch listings page if they have coin machine
What two ways can you create a Bill Pay?
What options do you have to pay those two?
Pay a company, Pay a person
Company electronic/check
person check/routingaccount number/ email
What route do you take investigating a decline?
XP, QA, 3DS
how to find the available credit on a credit line
credit line in banner message/available credit
customer would like to speak to a loan officer.
what type of loan? what area? customer's name?
How do you reach the teller line at br 24
How do you know who is printing DCs at OPC today
Faye's emails
Jennifer's emails
How to add relationship/account
olb level, edit, relationship page (add) next page (add account)
Where are the days to hold located
either!
Card level history
card maint days to hold
how to find collateral for a loan
Loan level, banner message line, messages
Where can you find hold information on an account and when will it fall off?
banner message line
What is the main address?
906 N Kingshighway or
PO Box 309
Zelle payment not going through?
How to cancel zelle transaction
Sent to wrong information/update
only works if receiving has not set up
Remove pre-auth
company letterhead: name, amount, last four of card
Card maint remove days to hold
Account add memo post for amount
Adding transfer options to OLB for HELOC
OLB level, maint, transfer from loan change to yes
Where can you find a chargeback
How long can we print that
related function, exception items, chargeback/redeposits
5 weeks
Someone is trying to speak with Sarah Hart.
Investments
Adrien Breen
Is it about a letter? Consultant
30820
Mary Koenig
What happens when a bill pay gets returned?
Bill pay gets deleted from customer so it doesn't get sent out again
Fraud steps
confirm transactions
activate or hot card : if hot remove abu, order new and get with consultant if needing dispute
remove alert message
update crm event/fraud
Line of credit matured and customer wants to transfer funds
Get with loan officer
Accounts with free checks, no checks, business checks
Free: Investors, Vets
No: Select 2
Bus: First time consultant, reorder we can
Customer would like to talk to someone about a house for sale by the bank.
check the loan officer sheet to see who is listed under bank owned property