General Validation
System used to validate a banker
What is Outlook?
Where we check if a customer isn't on SQN
What is Special Instructions?
Instead of "Can I"
What is "MAY I"?
Same styling transfer limit
What is $250,000?
Client Level Eye Scan
What is P.E.T.A.
Who to reach out to if a customer cannot validate information and hangs up
What is Floor Support/ Support Line
Instead of Tax ID number, we may grab...
What is exact amount of a recent deposit?
Instead of a second
What is a moment?
Different styling transfer limit
What is $500?
What is normal?
We can use the following as an account identifier to pull up a customer profile
What is account number, social security number or debit card number?
Where we can verify if a customer is a signer on a business account
What is SQN?
How to put someone on hold
What is "May I place you on a brief hold?"
Tab in Links used to conduct a transfer
What is Service and Maintenance tab?
Where we see if another signer needs to be contacted to conduct business
What is signatures required?
Where the amount of times a customer has called is located
What is Validation Box?
Where you can locate a telephone password on a business account
What is Identification Tab?
How you would read a balance that is $-500 to a customer
What is overdrawn $500
Default transfer limit on Frost Online Banking
What is $500
We cannot provide any information to a caller who's capacity is _______________
What is POD?
Where an account level password is located
What is special instructions?
End session notes for a business customer include...
What is name of the caller, how they were verified and reason for calling?
Give us your best greeting
You did it
Amount transfer limit can be set to on Frost Online Banking
What is $10,000
The word "or" in the styling of an account indicates...
What is joint account?