Warehouse
Transcode that shows for ACH credit
22
If a customer call in wanting to know balance, you provide them
Cash balance
Loans Account have how many digits
12
What System you use to Answer Phone Calls
Cisco
Force Pay Check
51
In Menu Field you type
WSPS
A non-authorize caller call in and want to get cash balance on the account and the authorize account holder is sitting beside he/she... As a banker what should we do?
Fully verify name that on the account/ If authorize caller give you permission to speak with non authorize
What do have to verify when customer is calling about loan account
Name/ DOB/ SSN/ Collateral/ Recent Payment
Update personal Info
Eforms
Non-Recurring Payment where the debit card is run without the pin
45
Transcode showed for ACH Debit
27
What do you do if a customer dials Info line for Any Reason and get a live Rep
update or add 4-digit IVR Telephone access code
Pay off Calculations
Use this system When Ace down... Pull ACH Transaction
Passport
Force Pay Draft
52
When do you use warehouse
When you see Transcode 36 or 6
If a customer call in wanting to Setup auto loan payments.... What is the protocol?
Inform the customer that they must speak with the loan officer
If a customer call and want to make a loan payment but the account is past due... what are the step or steps, we take as a banker
Transfer to collection
Check Information and pending Checks
Image Centre
Show the list of Account number with customer's name
RMRB
What date you use to determine Post Date
Settlement Date
If a customer call back wanting to speak with a specific banker .....What it the process?
Send an email to the requested person and request for them to call the customer back
For ALS and ECL when are payments due
ALS: Payment due other than 26th / ECL: Payment due on 26th
Search for answer Protocol
Help Site or Find Answer
If customer call in about item that caused the account to be NSF
Screen IMED