WHERE on the website?
Where can the client click to submit a check order request?
What is the "RESOURCES" option at the top (to get to "Order Checks")
Where can the client go to send a message within Online Banking to a Digital Banker?
What is "MESSAGES"
First-time payments exceeding ______ will be blocked in YellowHammer.
What is $499
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
What is the only loan account type that will have official bank statements?
What is RLOC
Where can the client request a follow up from a Digital Banker on the CFSB website homepage?
What is the "CONTACT" option at the very top, OR "Contact Us" option at the very bottom
Where can the client go to change their login ID, password, and set up a Passcode or Biometrics?
What is "SETTINGS" and "SECURITY PREFERENCES"
Exemptions can be placed by D.B. to allow for larger Zelle transfers, but what is the MAX per day that can be sent via Zelle?
What is $5,000
Which DocuSign form can grant view-only access to an account in Online Banking?
What is The Digital Banking/ Verbal Authorization Release form
Which team has mastersite/admin access to DDX (Mobile Wallets), CPP, Datalink and Bill Pay?
What is The Client Service Center
Where can the client see the consumer account types we offer and begin an online account application?
What is the "PERSONAL" option at the very top
When adding an external account via Micro-Deposits, where does the client go to verify their deposit amounts to complete the process?
What is "MANAGE EXTERNAL ACCOUNTS"
Where can the client go to add or remove/unenroll a Zelle token?
What is "MANAGE PAYMENT PROFILES" within Zelle
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.
Where can the client request a SPONSORSHIP through our website?
What is the "RESOURCES" option at the top (to get to "Sponsorship Request")
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")
A client is trying to navigate to "Statements" within Online Banking for the first time. The client is receiving an error about a "missing parameter." How can this be resolved?
What is by D.B. adding their email address in Q2
Where can the client request to use one of our COMMUNITY ROOMS through our website?
What is the "ABOUT" option at the top (to get to "Community Rooms")
A client had to get a new debit card due to fraud and needs to set up automatic payments. Where do they go within Online Banking to simplify this process?
What is the "CARD SWAP" option (under "Services")
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.
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.