Account types
Disputes
Digital Wallet
Deposit Holds
Funds Transfers
100

SafeBalance, Plus, and Relationship Banking

What is Bank of America Advantage Banking Accounts?

100

Dispute cause for a deposit that did not post for full amount

What is Deposit posted for less than amount deposited?

100

which sc would you use to troubleshoot cx's digital wallet

What is Digital Wallet Job Aid and Procedures?

100

cx requesting hold time on recent deposit, which sc would you use

What is Deposit Funds Availability and Holds Job Aid?

100

which sc would you use to assist with external transfers

what is External Transfers in Online and Mobile Banking Job Aid and Procedures?

200

these two accounts are the only ones eligible for student pricing

What is safebalance banking and advantage savings?

200

dispute cause for cx that got charged multiple times by merchant

What is Billed more than once for a single transaction?

200

where is digital wallet located in synergy

What is account services?

200

which regulation applies to next day availability

What is Regulation CC?

200

how can cx's make external transfers (hint:two options)

What is self service and FC?

300

the requirement to avoid MMF of $12 is a qualifying direct deposit of $250 or more

What is Plus Banking?

300

two ways to file disputes

What is Action drop down and bolt?

300

2 reason descriptions for "Digital wallet token request declined"

What is EPH and Venom Failure?

300

available immediately in the full amount when deposited in all channels

what is Cash Deposits?

300

something cx needs to enroll in if the are trying to transfer funds over the transfer limit

What is secured transfer or USB security  key?

400

these account are no longer offered at BOA

What is grandfathered accounts?

400

Missing ATM Deposit gets filed as..

What is Manual Claim?

400

digital wallet provider apps

What is Apple wallet, samsung pay, google pay, fitbit pay, garmin pay, amazon one?

400

Longer holds that can be placed on items for specific reasons outlined by Reg CC or if there is a reasonable cause to doubt collect ability.

What is Extended Holds?

400

cx wants to make a payment to CC from an external account and wants agent to do it

What is direct transfer to CC department?

500

this current account has a withdrawal limit fee

What is Advantage Savings?

500

answer the probing questions in the...(Hint:You need to know section in SC)

What is the guided assistant?

500

to locate a virtual card # through mobile app, what steps does cx have to do 

  • Log in to the Mobile Banking app.
  • Tap Menu at the top/bottom of the screen.
  • Tap Manage Debit/Credit Card Settings.
  • Tap Digital Wallets.
  • Tap Manage Active Wallet.
  • Locate the virtual card to view the last four numbers.
500

Cutoff times on all ATMs are 8:00 pm Local Time, except for machines in

What is New Mexico and El Paso, Texas (TX)?

which have a cutoff time of 7:00 pm Local Time

500

cx wants to transfer from savings to checking, what must cx be aware of before doing transfer

What is withdrawal limit?

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