Where to transfer?
“Hello banker, I have questions about my consumer auto loan”
What is L3 (Loans/Lines)?
Quick Connect: 301_Loan/Line
We make it easy to transfer money between your U.S. Bank accounts.
What is an internal transfer?
- Starting at the Draftable Account Inquiry screen in TOPS, select Card Summary (F18)
- Select the debit card and press Account Inquiry (F11)
- Select F18
- Type S in the first number slot under the ACTN SEQ column for the transaction in question, press Enter
- Select F11 if more info needed
What is Declined Card Transaction reason?
Deleting all history and data to attempt to resolve a browser issue.
What is clearing cache/cookies?
Customer is requesting the last 2 years of their statements.
What is CaSTR?
“Hello banker, I got a text message needing me to verify some pending debit transactions and now my card is getting declined”
What is FOG?
Quick Connect: 301_FOG_NewFrd_FalconDeclines
This is a feature that allows qualified U.S. Bank customers to complete this task between their accounts at U.S. Bank and another Financial Institution.
What is External Account Transfers?
- Open a Passport Session
- Type CIS and press Enter.
- On the blank screen, type CESN and press Enter.
- Enter TOPS UID and password and press Enter.
- Press the Pause Break key to clear the screen, type IBAR and press Enter.
- Type 5 in the Select Option field on the Integrated Banking Applications menu and press Enter.
- Type XTCI in the PHAN field.
- Tab to ACCT/Plas field, enter Card Number and press Enter.
- Type Add in the Action field and hit Enter.
- Complete the XTCI edit screen with the information needed
What is placing a travel remark?
Customer continues to have login issues due to going to an old version of the website.
What is deleting their saved bookmark/favorited page for U.S. Bank? (and instead searching the website each time)
Here you would see the customer’s Bill Pay package is frozen.
What is PartnerCare?
“Hello banker, I accidentally cracked my business credit card. Can I get a new one?”
What is Business Cardmember Services?
Quick Connect: 301_CardServiceBus
Electronic versions of your paper bills. If you choose to receive these, they’re sent securely to your online account, instead of in the mail. More than 600 companies participate in this feature.
What are Digital Bills?
- Starting at the Draftable Account Inquiry screen in TOPS, select the blue button that says Pass Thru F23.
- From the Pass Thru menu, type in 37 and press F5.
- Type IBAR and press Enter.
- Type 2 and press Enter.
- From the Integrated Deposits Main Menu, type 24 by Select option. Press tab twice and type DDA for Prod Code and then paste the account number.
- Type 1 and press Enter.
- On the next screen, type 1 and press enter.
- The next screen will display what you are looking for.
What is Zelle Payment Warehouse?
Customer continues to get password locked out regardless of repetitive resets.
What is deleting saved passwords and turning off Auto Sign-In/Password saving?
Customer is calling to see when their most recent login was.
What is Relationship Manager?
“Hello banker, I would like to open a trust account”
What is Refer to branch?
This feature will interact with you by speaking the answers to your questions, and displaying related/relevant information on your screen.
What is the Smart Assistant?
- Open the account you'd like to work on in TOPS.
- Click [F23] Passthru. Select option 40 and click [F5].
- Press enter twice
- On the next screen, what you are looking for will be listed here, if you need additional information you can type the 2 digit TN number in the SELECT TN field and DETI in the NEXT FUNCTION field and press enter.
What is finding an ACH direct deposit in Pep+?
Customer is unable to see an account or debit card on their online banking dashboard.
What is Unrestricting Role View?
Here you would see a Zelle payment not sending with the error message “Actimize Reject” or “Block Actimize”.
What is Relationship Manager?
“Hello banker, I have questions about my Retirement Investment account”
What is Investment Services Direct?
No Quick Connect: 800-888-4700
There comes a time when everyone needs additional funds, use this feature under Account Services to submit this request.
What is Request Credit Limit Increase?
*Passport—Pause/Break to get to a blank screen after you sign in
- Type "DDMU" from a blank screen
- Press [Enter].
- Type "97" in the Select Option field.
- Tab to the Account Number field.
- Enter the customer's account number.
- Press [Enter].
Review the field on the User Reserved 97 screen to determine if what you’re looking for is listed.
What is finding a Promo Code?
Customer is attempting to unlock debit card on the mobile app and is getting the error “Sorry we’re having trouble on our side”.
What is logging in on the mobile browser/full site to unlock?
Customer is calling to follow up on a previous call and you see a CCU Request was filed
What is Artie?