Feature is only available to the business clients in their OLB.
What is ACH/Wire?
This article will assist teammates with teammate verification.
What is Pro-6159?
GAS
What is Guarantor + Authorized signer?
This documentation is only needed for full authentication.
What is the signature card?
These systems must be pulled daily to assist with a call.
What is UD and Client Central?
You will need to complete this process when the you are issuing out a new debit card or the cl needs to replace an existing debit card and does not have this on file for the primary DDA.
What is signed debit card form?
This article provides a chart of when HRA is needed to assist the client with their calling concerns.
Article provides all neccessary information to be able to assist the cl with their calling concerns for a credit card.
What is Man-2981?
What is a Debit/ATM card?
You utilize this system to check into their OLB concerns
What is digital Admin Hub?
We encourage that any members of the business that needs OLB access should have their own username and password.
What is a managed user?
Gives you the authority to make changes to the entity of the business.
Only make changes to their card in their name
What is the cardholder?
Client reported their card has been lost but would like to have time to locate the card before a reissue request is placed.
What is Pro-9047?
Client needs a case initiated on their behalf because they mentioned that their payee had not received their payment after requesting the payment be satisfied using bill pay.
What is partnercare?
We are not able to guarantee approval for the request however we are able to submit to see what the decision will be.
What is OD/RI waiver?
You must ensure to read these questions verbatim and can only accept one answer as a response.
What are challenge questions?
Full name, nature of the call and description of assistance provided
What is wrapping up in TCS?
This process can cause frustrations and concerns for clients especially when they are expecting the availability to be the following business day.
Tells you the status of payments that was sent real-time to a payee. It will show if it has been held by fraud.
What is Zucci?
You can only call in for assistance with your OLB
What is primary?
This article provides you insight on providing account information.
This article is only used for credit card authentication if there is no other information available to ask for authentication.
What is Pro-7972?
Because of Truist discretion, client's may receive either or to their account.
What is Overdraft or Return Item fee?
This system is used to process debit card spending limit increases/decreases
What is bluezone?