Solution Center
Claims
Systems
Digital
OLB
100

What in SC indicates you have a saved path?

What is Yellow Star/Star?

100

There are two type of claims we can create.

What is Billing Dispute & Fraud?

100

!! DAILY DOUBLE !! This system is used to service all of your clients daily

What is CEW/Synergy Web?

100

These are the three ways we can send out D1's to the client.

What is Email, Text, & Deeplink?

100

Clients can enjoy their banking 24/7 where

What is Online Banking/Mobile Banking?

200

In SC this indicates the steps for the CLIENT to follow in the SC path title

What is self service?

200

!! DAILY DOUBLE!! Client has an ACH they stated should have been cancelled for their car insurance, They were charged and need to dispute it.

What is ACH Corp Return Form?

200

This system is used to close an account

What is a Interact?

200

This can help our clients using the mobile app with digital options and self help instructions .

What is EricaAssist?

200

When we create a temp password for a client for online banking it expires after how long

What is 3 hours?

300

You are having trouble finding the information you need in solution so you use this to make it easier.

What is Quick Find?

300

True or False: An SB ACH can be filled as a fraud claim in BOLT

What is False, It should be filed with the ACH Corp Return Form?

300

This is used to find more details on a debit/credit adjustment on a client's account.

What is a R3?

300

The client hasn't received their debit card and needs to make a purchase tomorrow. If available the client can use this.

What is Digital/Virtual Card?

300

Our business clients can use this feature to learn about the direct services that can help their business.

What is Business Advantage 360?

400

If you are unsure of a departments phone number and operating hours you can look here

What is Contact list?

400

The client purchases a sweater that is too large and goes back to the store to return the item. The cashier issues a credit slip, but no credit was received.

What is Returned or Cancelled and Did Not Receive Credit?

400

This system is used for not only claims but service request as well.

What is BOLT?

400

This allows clients a secure and convenient way to use their Bank of America debit and credit cards to shop in person, in-apps and online 

What is a Digital Wallet?

400
True or False: We can use compass/garmin to see all WIRES/ & ACH Transfers the clients have made.

What is False only Wires & Ach Transfers done in OLB?

500

In order to effectively help a Financial Center team mate you should change this 

What is Profile?

500

Client says she doesn't recognize the debit card transaction and wants to place a fraud claim. You investigate and it isa coming she stop working with. Besides placing a claim what else should you do so the client is not charged again 

What is Stop Payment?

500

A client needs to know why an online Wire/ACH transfer they sent their merchant failed.

What is Compass/Garmin?

500

!! DAILY DOUBLE !! True or False? We can send a client an email with steps to Enroll in Online and Mobile Banking Self Service in English, Spanish, & Portuguese.

What is False only English & Spanish are email options?

500

For bill pay how can we service our single-service clients with credit card or vehicle loan with no checking account if they have issues sending payments.

What is Transfer them to Biller Direct?

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