Call Essentials
If an Update Status Bar is present, what information do you need to verify?
What is phone number, email address, and mailing address?
What would be required for a secondary joint owner to enroll into Zelle?
What is Primary Membership Savings?
When NEG’ing a debit card, you are required to leave a _-year Member Level Note for situations such as Fraud, Lost/Stolen, etc.?
What information do you provide to the member when resetting their password?
What is "Your temporary password is last 4 of access number + the last 4 digits of your Social Security Number (or Tax ID Number if business account)."
What is the correct salutation when speaking with an Active Duty or Retired Military member?
What is address the member by rank?
What does a member need in order to receive instant payments in Zelle?
What is an active debit card for 8-24 hours?
When enrolling a member in online banking, you must verify the members email address and _____ _____ prior to enrollment?
What is Mailing Address?
What is when all other troubleshooting steps have been completed?
How long is the expiration set for Dead Air Script member-level notes?
What is 90 days?
How much can a member send instantly in a rolling 30-day period?
What is $3,000 dollars?
If a third party calls in to make a payment to a member's lending product, what system would you utilize?
What is Speedpay?
If a member is not able to transfer funds via OLB/MOB, what is the first thing you should look into?
What is the OLB/ATS/VID Inquiry screen?
How often should you check in with the member when placing them on a silent hold?
What is every 30-45 seconds?
How many times can a member be added as a contact in Zelle's network?
What is 100 times?
If a statement is ordered via Statement Orders in UAD and sent via emessage, what is the cut off time for the request to be fulfilled the same day?
What is 2pm ET?
What is a Micro Deposit for?
What is verifying external accounts?
How long should you place a member-level note for when addressing talkative members or members declining assistance?
What is 1 year?
How many times does Zelle update their systems when activating a debit card?
What is four times daily?
Which of the following is NOT a restricted country for OLB?
Russia, Columbia, Fiji, or PhilippinesWhat is Philippines?
What should be the first thing you should look for if a member experiences an Access Denied Error?
What is determine if the member is in a restricted country?