EzBusiness
What can you use to search for a client in Ezbusiness
First name and last name, SSN, card number, email, phone number, user name
True or False
You will still be asked a security question whether your login credentials are correct or not
True-they are random ones that you will not know the answer too, be on the look out for phrases that could tell you if the client is logging in correctly and getting their security questions
What can a client use to make a credit card payment?
Account and routing number
Can you view the interest rate in Xperience?
Yes, however only the last statements APR will be listed on the account tab
What form is used to place a travel alert on a credit card?
Failsafe verification. Service First>Credit card maintenance.
to view the client's profile as they see it
You click on what tab in online banking to get to the EzCard link?
Services
Block code X means what?
Card Held
What do you click on to view the client's card transactions?
Real Time Credit Card Lookup
Where can you find the Preliminary Disclosures for the client's card?
Onbase
True or False
You can view statements up to 24 months in EzBusiness
True
The client can pay their credit card bill themselves through what system?
EzCard
The FIS password requirements are what?
eight characters, no capitals, one number and one of the following special characters @, #, $
What do you look under to determine who the card holder is on a business card?
Secondary Cardholder Information or Third/Fourth Cardholder Information
How does a client check their reward points?
By clicking on the view rewards button on their EzCard account
To create a temporary password you will click on the what symbol?
You can add a credit card through what system for the client to view on their online banking?
Q2
What do you click on to take a payment?
Pay Info Tab-Pay By Phone
Available credit means what?
Available credit refers to the amount of money left on the credit card to spend.
What are the limits for a secure credit card?
300$ to 2,500$
How do you delete an EzBusiness Account
Submitting a service first ticket to Credit cards
Can a client view statements on ezcard?
Yes
Where do you go to raise the limit on a client's credit card?
Trick Question! Limits have to be raised in the branch.
In Xperience you can see all but one of these. Which one is incorrect?
Payments, due date, credit limit, block codes, order new card button, activation date
Order New Card Button
Where do you locate the percentage rate for a new credit card?
Knowledge Share or FF knowledge
Who do you contact if you need assistance logging into your ezbusiness account?
service first ticket to credit cards
What tab does the client click on in their OLB to access their credit card link to ezcard?
Services-ezcard
Do you click search or locate
locate will provide the most information
T/F All business card holders must be signers on the account
False
Who do you contact if you are not able to login in to FIS?
FIS Internal at 1-800-597-9833.
T/F you are able to make changes to the client's ezcard through emulate
True-never do this
The client can have a negative balance that is higher then their limit because of?
Cash advance
True
A credit card will be mailed to the what address?
the primary's address on file
What is the difference between a secured card and an unsecured card?
secure has a monetary limit of what you bring in, helps raise credit better, can get one with lower credit
unsecure is borrowing from the bank, depends on your credit score, higher interest rates