Managers
Slack Channels
Bank Accounts
COO/COLE
100
This managers lives near Orlando! Often seen on zoom catching sun rays while Omaha is a bit gloomy?

What (Who) is John?

100

When something seems off during security checks where do we ask for back up?

What is taco-risk-escalations?

100

The most recent version of the SOP

What is version 14?

100

Where can you location the SOP for COO/COLE?

What is SOP Hub?

200

This manager handles all things permissions relations. Located in Boston, one of the original Account Ops managers

What (Who) is Cam?

200

General questions about a process or just need a second set of eyes?

What is accountops-questions?

200

Where the Bank Account SOP lives?

What is Salesforce?

200

If customer is on O-Chain what must we do?

What is Rollback?

300

This manager helps to facilitate your training! Also is helping to restructure macros. This manager can be found in the Omaha office! 

What (Who) is Liz?
300

Where you can say hello to anyone on the team. Often Account Ops general communication can appear here?

What is accountops-team-channel?

300

This tool is where you can run bank verification

What is GIACT?

300

If there is a TIN, AML or KYC fail we use this tool?

What is Alloy?

400

All thing Payroll! 

What (Who) is Chanel?

400

If a case has escalated, where can an agent be pinged for an update?

What is accountops-escalations?

400

What permissions does a person need to have to complete self-serve?

What is 8.1?

400
Page you will update the FEIN

What is Financial Setup?

500

This manager offers office hours twice a month. They are also the senior manager of Account Operations

What (Who) is Jordan?

500

Huddle decks, team support, manager updates?

What is john-account-ops?

500
This Appendix has examples of good/bad/questionable  bank documents

What is Appendix E?

500

Step 12

What is board/request new MID?