INTERNET BANKING
Where do you go, to enroll someone in Internet Banking?
Axis Bank Savings website:
https://www.axissavings.bank
What must the customers have before we can enroll them in E-statements?
Internet Banking
How do you enroll a customer in Gen Gold?
Gen Gold Enrollment process in BPM
Can you access Billpay/Zelle through the mobile app?
Yes
How does a customer get the mobile app?
Download the Norway Savings Bank app through their phones app store
How many security questions are needed to finish the Internet Banking enrollment process?
3
What program do you use to find the E-statement form?
BPM
Who can be a Gengold Business partner?
Any Business, no account needed
When sending money with Zelle does the recipient need to also have a Zelle account?
Yes
What does the customer need to have set up, before they can log in to their mobile app?
Internet Banking
Name one cross sale can you get during the internet banking enrollment process?
Mobile App
Billpay
E-statements
What do you do with the E-statement form, if you are unable to archive it to Director?
Scan signed form to CCC
During the enrollment process, what does GG Member number mean?
Customer’s personal phone number
How do you set someone up with Billpay/zelle?
Have them log into their account and click Billpay on the top of the screen.
Can you access your debit card information through the mobile app?
Yes
Can you name 3 of customer details needed to complete the Enrollment process?
Account number, SSN, Mothers Maiden name, and Email address
When setting up the NSB 360 E-statement incident, who do you assign the incident to?
Customer Care
What Gengold product can you offer if you hear the cue “My debit card was recently compromised” ?
Identity Theft protection
When you set up a utility bill payment using Billpay what information is needed?
Account number for the company you are trying to pay
Can customers deposit all checks, using the mobile app?
NO
Name one cross sale you can get during the Internet Banking enrollment process?
Mobile App, Billpay/zelle
What two pieces of customer information must we verify on the E-statement form before it is signed and archived?
What are the two membership cost options that will occur after the 90-Day Free Trial?
$4.95 Monthly and $49.95 Annually
What three pieces of information does your customer need to send a payment through bill pay to another person?
Name, Address, Phone Number
Can a Business client use the mobile app?
Yes, make sure that the client is aware that they will have to use the businesses EIN instead of a SSN