Digital
When a client requests a phone number change in person, in addition to submitting a CIF session, where should you also change the number to ensure they can log into Online Banking?
What is Co-Pilot
When building a new CIF, it’s required to include the zip code + 4 and ______?
What is Delivery Point
What is the standard POS limit on a CFSB Debit card?
What is $5,000 per day
__________ is a tool that helps calculate the amount of FDIC insurance clients’ have available.
What is Ask Edie
Which team to contact for wire help
What is E-Funds
A client reports that they aren't receiving their Secure Access Codes (SACs) for Online Banking. You look in Co-Pilot to see that they have requested SACs repeatedly, back-to-back. What is the most likely reason they aren't receiving a code?
What is Requesting SACs back-to-back in rapid succession will cause them to not be delivered. Client should wait 15 minutes before trying again, once, and ensure they have good cell reception.
In what scenario should you close an account online?
What is when there are no memo posted items
A wire over which amount requires approval from an executive team member?
What is $1 million
Which DocuSign form can grant view-only access to an account in Online Banking?
What is The Digital Banking/ Verbal Authorization Release form
If you were to receive a commercial loan payoff request, what team should you contact/forward request to?
What is Loan Ops/ Loan Ops File Maintenance
How can you determine how a loan payment was made?
What is the EFT DESCRIPTION (by clicking on the payment in the loan's History in Xperience).
"External"=OLB External Transfer; "Home/Digital Banking"=OLB, paid from CFSB acct; "User ID: CFSB-CPP"=CPP; "PBP"=Pay-By-Phone; "Auto Transfer Credit(ACH)"=ACH auth form; "Source: AFT"=AFT.
This service allows commercial clients to set up ACH billing & direct deposit services, offers same day ACH availability and the ability to perform wire transfers.
What is Cash Management
What is the standard ATM withdrawal limit on a CFSB Debit Card?
What is $1,005 per day
Who to contact for DocuSign help?
Who is Tobey Higgins
Which team to contact regarding garnishment/levy
What is Deposit File Maintenance
A client admits they have a hard time keeping up with their balance. Where should they go to set up Online Banking alerts?
What is the "ALERTS" option (under "SETTINGS")
Which two consumer checking accounts offer 4 free foreign ATM withdrawals per month?
What are Community Choice and Community Plus
How can a client set up their own ACH transfer WITHOUT having to fill out the ACH authorization form?
What is setting up an external account in Online Banking
Where do you go to order your Cards@Once supplies?
What is Salesforce
Who to contact regarding fraud and scams
Who is Jordan Morris
A client is sending a first-time Zelle transfer to his mother. The payment has debited his account, but his mom reports that she still doesn't have the funds. What is the most likely answer for why she hasn't received the Zelle transfer?
What is she needs to complete Zelle enrollment with the token her son sent the payment with. She can't receive the payment until this has been completed.
In addition to NO overdraft coverage, we offer 3 other overdraft solutions. What are those solutions?
What is Bounce Protection, Account Transfer/Sweep and Line of Credit
What is the name of the new instant payment system introduced in 2023 by the Federal Reserve?
What is FED NOW
Where you would send a wire that requires an officer signature?
What is through Docusign
Which team has mastersite/admin access to DDX (Mobile Wallets), CPP, Datalink and Bill Pay?
What is the Client Service Center