General Customer Info
Where do you find home phone information?
1. Webcsr-verify customer
2. Webcsr profile-customer services-general-contact information
Where would you see account ownership type?
1. General account services- account list
2. If account is nicknamed-select account-account summary-fee tab
Where would you locate the customer number?
1. On the verify customer screen
2. Profile webcsr, at the top
3. customers services-customer information-general tab
Where can you find Reg CC status?
General account services- select acc- account summary tab- US regulator
Where would you enter customers seasonal address on webcsr?
Customer service-seasonal address tab
Where would you look to see account fees?
1. General services-account list-select account-transaction history
You can find customers secret word on webcsr verify customer screen. Where else can you go to to see and or add a secret word?
Customer services- security tab
Where can you add or view notes as it relates as it relates to a specific account?
Gen account services tab- notes tab
Where can you see customers middle name on webcsr?
Customer services-customer information tab-name tab
Where can you see maintenance fee plan option?
General services-account list-select account-account summary tab- fees tab
Where can you see account nicknames on client's profile?
General account services-account list
On webcsr profile screen where can you look to find stops, account restrictions and account notes in one viewing without selecting various tabs under general account services?
General account services-account listing tab-select account tab-details shown below posted transactions
Where can you see account interest rate, date acc opened and next statement date?
General acc services tab- select account-details found account summary
Where can you see if a client's account is in good standing?
1. Webcsr verifier screen
2. Customer services-general under personal information
Where would should you look to see client changes to account, documents sent in address change ect?
Customer services-History tab
Where can a view visa debit card limits?
General account services-card management tab-card limits tab
Where would you look for a pending account opened in branch or by client online?
Application services tab-application management tab
If client had a credit card where would you find the card limit?
General account services tab- account list tab-select credit card to view details
Where would you look for client's residency/tax form information such as W-8 Required?
Customer services tab-Residency tab
Where would you look to find client's statement preferences is set to electronic or paper statements?
Customer service tab-statement preferences