WEB's
ACH Return Entry Code Descriptions, reason for Return
What is WEB041480?
Another name for ACH on Demand
What is Legacy System?
95% of all calls should involved using this sharing tool to better educcation our branches and avoid confusion
What is Screenmeet?
Where can you find a list of pending transactions in BAM?
Activity
Two small deposits and withdrawals, each under 20 cents, are delivered to the clients external bank account.
What is Micro-Deposit?
Church accounts
Daily Double!!!
What is WEB041461?
Tab used to pull up AOD
What is F2 Menu? of ACH on Demand?
According to the twenty one pilots, sometimes quiet is violent. When we hear phone silence, it is advisable to fill the void by saying this first type of an actor's dialogue
What is an opening line?
A client wants to pause a recurring ACH transfer. You navigate to "Activity" tab. What is your next step?
Click three dots, then click "view/edit details"
What is the best document to prove who is authorized to sign on back acct, who is registered
Signature card filed through the bank
Use if ACH SWPS is retired
WEB6004607
Command to view when a Money transfer has been sent out or in clients bank.
What is LCRI?
Neil/Lonnie says to refer to the caller without titles or qualifiers. Exlusively use the caller's ______name.
What is first or inquire their preferred?
An FA calls in about a rejected LOA. They do not know why it was rejected, but you think you can find the reason. How do you view messages on the account?
Msgs,a,<acc number> in green screen
Happy New Year!
Daily Double!!!!
What is Jan 1st?
Transactions which require an LOA
WEB041441
Banking and Asset Movement Center
What is BAM?
Not quickly clicking through the account number and selecting the contact redial button to verify a branch associate's role can lead to this embarrassing situation where one takes for granted, assumes or supposes.
What is presuming a gender role?
You are trying to link an account with routing number 485092771 but you receive an error message that the account cannot be linked. Why?
Routing number is from an internal bank deposit slip not a check. Or Routing number starts with a 4.
The sky
What is up?
Comprehensive list of memo codes with explanations for BD
WEB586230
N/A & 100K
An Edward Jones pound sign extension is the client support extensions can be converted to this Alorica side combination of digits. For example #61 becomes......
What is 19310....61?
Under what category in TaSC would you find and approve a pending LOA?
Transactions
In thisi type of account, usually involving the divine, the registrations must match perfectly before Edward Jones will release money out via ACH
What is a Church account?