Open The Vault
This is where you'll find the Employee Database
The Vault > Quick Links
Not sure how to change a customer's telephone PIN? Use this system to find step-by-step instructions.
DASY
CSS is unavailable and you need to place a stop payment on a check. What screen should you navigate to in Host?
IM30
Check [on-us or off-us] scanned for wrong amount in a deposit
Encoding Error
DASY Article _____ tell us how to authenticate a customer with a purged account.
PR2608
It's time to request your 2024 PTO but you forgot how to use Verint. Where can you find a job aid with steps for requesting PTO?
The Vault > Resource Pages > Central Ops
STOP! Before you file a claim on that ach debit that posted today, check this screen in Systematics to make sure it's not a CCD coded transaction.
EFT1 aka PEP+
A debit memo posted yesterday - which screen could you refer to for a description of the debit?
IMI2
Savings Withdrawal did not post
Missing Item
DASY Article _____ shows you where to find a customer's eStatement enrollment code.
PR977
"Can you hear me now? Good!" Customers have started to complain that they are unable to hear you - where can you find a guide with troubleshooting steps?
The Vault > Resource Pages > Technology Resources
Will purchased two official checks yesterday and mailed them to the respective payees; however, he misplaced the customer copy. He's calling to confirm the payee that was printed on the 1st check - which system will show us that?
I need a new debit card ASAP! Which Host screen would you use to complete the request?
AM00
Check posted twice to customer’s account.
Item Posted Twice
Go to DASY Article ____ when a customer tells you that they're recording the call.
PR2726
A former Investors customer is calling to dispute a charge that posted to their checking account prior to conversion. Where can you find the steps for submitting the dispute?
The Vault > Investors Bank Conversion Hub > Fraud & Claims
Last week, Wendy requested that we mail her copies of the last 5 years of bank statements; however, they have no been received. Where can we check the status of the request?
Vector Resolve
What is the command to access the Savings Account inquiry screen?
STI1
Signature Card copy
Miscellaneous Inquiry
DASY Article ____ has a list of phone numbers that the bank uses when making outbound calls.
Where is PinDrop training located on The Vault?
Resource Pages
Finally! Jerome is ready to pay off and close his commercial line of credit and is asking for a formal payoff letter. Where would you submit this request?
AFS
Tax Time! You'll navigate to this screen to find prior year's interest earned on a MMA.
AINQ
Deposit ticket and deposit item copies
Deposit Reconstruction
Want to know if you can change a customer's account from a checking product to a savings product? Check out this DASY article.
PR1100