Authentication
What is the authorized signer required to provide when asked for business name?
What is the full legal business name.
What is the Monthly Maintenance fee for the Business Simple Checking?
What is $10.00.
Does there has to be a like signer in order to link accounts together for Online Banking?
Yes.
What is the fee to use Bill Pay on Business Direct?
What is no fee.
Where can you go in USPC Web to locate SBB Policies and Procedures?
What is SBB Landing Page.
What is the next steps for the customer when Business Name is provided incorrect 3 times?
What is lock the account, notate and referred to branch.
What is the Cash Deposit limit for the Business Convenience Checking Plus?
What is $10,000 per statement cycle.
In order for a signer to view a business they share with another signer what must be submitted?
What is a Letter of Responsibility.
Why can't Business Account use Send Money with Zelle?
Because a Social Security Number is required to use service.
What system needs to be used prior to resetting a password lock out on Online Banking?
What is Innovis/ Fail Safe.
What steps do you have to take when a Business Accountant calls in requesting information?
What is verify an authorize signer and get permission to assist non signer with account.
What account offers to waive the Monthly Maintenance fee when our customer has a Merchant Solutions Account?
What is Business Premier Account.
What must be submitted for a signer to add a business account to their Personal Online Banking that has no other signers?
What is nothing additional needs to be required.
What two services are offered to Business Direct customers to send money out of their account?
What is ACH and Wire Services.
What resource can be used to find Business Product details?
What is Retail One.
What are the 3 acceptable way to pull up a Business Customer in Ovation?
What is Debit Card, Account number or Social Security Number.
How many free items paid and/or deposited are offered for the Business Interest Checking Account?
What is 200 items.
What does a customer have to do if they have their account Multi-Profile linked but, now want to transfer between their account relationship?
What is Application to Link Multiple Accounts.
What is the length of time a customer must have an account with us in order to enroll them in Business Direct through the Phone Channel?
What is at least 90 Days.
What are the two options of Business Discretionary Overdraft service?
What is Enrolled & Fully Opt out.
Is it acceptable to accept "Liza's Cupcakes" when Ovation reflects "Liza's Cupcakes LLC"?
Yes.
What is the service called when a customer wants to deposit multiple checks from their home or office?
What is Digital Express.
What is it called when you link business accounts with a personal online banking profile?
What is Multi-Profile Linking.
What would need to be preformed if a business account relationship was set up under a retail segment?
What is a segment change.
Where can the SBB OPs Templates be found?
What is the SBB Landing Page.