Zelle
What "action" do you use in TKMN to delete a Token?
FDEL
Can shared access be granted to a business account through a personal username?
No- Shared access can only be granted to business accounts through a business username
How do you upgrade a ROL?
Go to ACMN and search by ROL number
Change the ROL from RS to PE
What is SLA for responses from customers?
2 business days
Can a customer add a biller if their BP package is Frozen?
No- No maintenance can be done when a package is frozen. This includes adding or editing payments and adding/editing billers
Is there a limit on how many recipients can be added to Zelle?
What access allows a shared access delegate to transfer funds and use Bill Pay?
Transaction access
Can you change a customers address, phone number or email address?
No. This requires step of verification that you cannot complete with the customer
How long does an RCD have to be on file before you can request that the confidence rating be changed?
At least 30 days
Can savings accounts be added to Bill Pay?
Yes BUT only if they are draftable
Can commercial customers use Zelle
Can retail customers grant transaction access?
No- transaction access is only available for wealth and small business customers
How to you check a customers "legal" address
Pull the customer by SSN or LPID in CUAD and change the CR to CL.
Check this when reviewing a customers address for eligibility requirements for Zelle, External Account Transfers, Bill Pay, etc
What are the short code number U.S. Bank uses to send alerts/texts to customers?
872265 and 29946
If you get a case to add a biller, what do you do?
Have the customer provide the biller information in writing
Add the biller to PartnerCare
Add the information to the "Add a biller" excel file
What business account cannot use Zelle?
Premium business checking account- https://itsmnow.service-now.com/usbsource?id=kb_article_view_1&sysparm_article=KB0248663
What REL codes are eligible to grant shared access?
BCP, OWN, DBA, BOW, AOR- https://itsmnow.service-now.com/usbsource?id=kb_article_view_1&sysparm_article=KB0275375
If a customer is experiencing issues with logging in and you review their username and it says "Unavailable 2101, what do you have to do?
Sever the username and ROL
When you opt a customer back into the Mobile Check Deposit service and the have a closed MIDRD, what needs to be done?
You have to sever the MIDRD so the customer can regain access to the service
What Bill Pay plan does the customer have to be on to add more than 1 user for business bill pay?
Pro plan. The standard plan only allows access for 1 user/
Pro plan allows access for 3 users
If a customer has closed MIDCX's on their profile, what should you do?
verify the customer is eligible for Zelle and sever all MIDCXs
What accounts can be granted access to?
What screen is used to check if an email address is on someone elses profile?
Search the email address in ALDX.
Once you locate the profile of who it is associated with, pull that customer in CUEM and delete the email address from the profile
When researching an issue for Quicken or QuickBooks, what should you review in PartnerCare
Session Summary- This will show if the customer is locked out, revoked or if they have been able to successfully download
What are you supposed to look for in PartnerCare to see if a customer has the ability to use Invoicing?
That the customers has "Account receivables" under Subscriber profile and "Subscriber" tab.