Fiserv and Online Banking
eForms
Intracheck
CheckFree/Bill Pay
Transfers/Quicken/
Quickbooks
100

The fastest way to access a customer's account in Fiserv

What is the customer number?

100

The way to enroll a foreign customer with no SSN

What is use eForms?

100
the process for if a customer's Mobile Deposit its not visible in Intracheck or their transaction history

What is call a team lead?

100

the check options available in Bill Pay

What is single, draft, and electronic?

100

The limit a person can send instantly with Zelle

What is $2000.00?

200
The time frame that verification codes stay active

What is 3 minutes?

200
the screen to find the old phone number for a customer

What is RMI2?

200

where to go to find information on a RDI

What is Intracheck - Statements?

200

the check type that gives the option to Stop and Credit or Stop and Reissue

What is single?

200

Types of transfers available for customers through OLB

What is Zelle, internal, and external transfers?

300

The status that is the result of the customer entering incorrect credentials at least 3 times

What is Locked?

300

the process to correct a customer's date of birth on file

What is refer to the branch?

300

how to search for a check that posted after February 5, 2023

What is 020523-?

300

the process that a customer can take to stop an Electronic Check that has already processed

What is to File an ACH Dispute Form

300
The Zelle limit for business accounts

What is Businesses can't have Zelle?

400
What we are able to edit inside a customer's OLB

What is Nothing?

400

the option to select to update a customer's phone number in eForms

What is Customer Information?

400

the most common form you will check for under NetTrax

What is PCF?

400

how far back we can see transactions in CheckFree

What is 180 days?

400

the process for when a Zelle is on hold

What is add the customer to the spreadsheet?

500
The primary focus of OLB

What is assisting customers with mobile and desktop application?

500
the option to press to correct a customer's email address in eForms
What is Update Email Address?
500

the fee for next day external transfers

What is $6

500

the person's responsibility to provide follow up on a CheckFree case

Who is the banker (myself)?

500

the process for when a Zelle is suspended

What is to contact a team lead?

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