Online Banking
Clients can set this feature up in olb or mobile banking to get information sent to their phone or email
Alerts
Using this feature on any solution center path can provide you a short cut to find a certain word you are looking for.
Quick Find
Which of the following doesn't qualify for preferred rewards for business: Business Advantage Relationship Banking, Business Advantage Fundamentals™ Banking, Business Economy Checking, Trust Account, Full Analysis Business Checking.
Trust Account
This System is used everyday to assist your clients with their accounts and complete maintenance request.
Synergy Web
This is used to put in a ATM/debit card billing or fraud dispute.
Bolt
This Tab in olb/Mobile banking displays the client’s checking, savings, money market accounts, CDs, IRA, credit card, mortgage and line of credit accounts.
Accounts Overview
What is the name of the feature that shows you all of the solution center paths you have personal saved on your own.
Saved Solutions
This product Allows clients to be recognized and rewarded for their loyalty with the bank.
Preferred Rewards for Business
This system is used to see incoming, posted, & returned Next Day, Three Day, & DES transactions
AchView
This is used when filing an ACH claim.
Unauthorized ACH Form
This feature allows the client to share their screen with a specialist.
Co-Browse
What icon in solution center signifies a saved path
Yellow Star/Star
The first 4 outbound online domestic and internationally wires online per statement cycle are free for this tier.
Platinum Honors
This system is used to see information on transfers that clients have made through OLB
Compass (External Transfers)
When the client is owed a credit from a merchant and has yet to receive their credit after the required timeframe given from the merchant.(What should be done)
Billing Dispute
This feature is only available to SB clients in online banking and helps clients with a big picture view of their cash flow and their financial health as well as business products.
Business Advantage 360
This feature in solution center will allow you to see any technology issues going on within the bank for that day.
System Events
What is the average daily balance used to determine eligibility for Preferred Rewards for Business.
$20,000 Three-month average balance
This system can Track the shipping status of a sent debit card as well as rush a debit card for a client.
Staci
Recent Maintenance Changes, sending a card overnight to a different address, larger than normal purchases are all signs of?
Suspicious Activity/Possible Fraud
This bank service allows clients to link multiple accounts in olb for transfers, add sub users, and use direct connect for Quickbooks.
Account Management
This Feature allows you to creates different solution center access to switch back and forth for other skills/LOB.
Create Alternate Profile
At the client’s activation anniversary if they no longer meet tier requirements they will be given 3 additional months to correct this. After that time, the client may be moved to a lower tier or lose program benefit.
Grace Period
This system is used to see any digital offers that clients are using or suggested digital services they could benefit from.
Digital Dashboard
If a client has fraud on their business credit card that they need to dispute.- How do we assist the client?
Transfer to Business Credit Card Fraud Claims