ATM DEBIT CARD & CLIENT CENTRAL
ONLINE BANKING & LOANS
SYSTEMS
AUTHENTICATION & CALL SCRIPTING
100

This is filed on the customer's behalf for any Debit card transaction processed that the customer did not authorize.

WHAT IS A DEBIT CARD DISPUTE

100

In relationship manager this is where you need to be to unlock a customer’s online banking profile.

WHAT IS SECURE NOW 

100

If you you are looking for a statement copy or a check image you will need to search in this system

WHAT IS NAUTILUS

100

Thank you , I can or will, How may I help you? ,I understand how you feel, You're right, May I, Would you mind.

These are all considered what in call scripting?

WHAT ARE POSTIVE PHRASES 

200

To avoid an enfact fraud alert, you should set this up prior to using your card in a different state or country.

WHAT IS  A TRAVEL NOTIFICAITON


200

To assist a customer with logging in, if forgotten we can send this via secure email only.

WHAT IS USER ID

200

You can change a customers primary address or add an alternate address after you external linked to this system

WHAT IS APERIO

200

If the customer expresses feelings of frustration, anger, sadness, happiness, joy, etc, acknowledge their feelings with tone and words that show you heard and understood their emotions. 

This is called showing_______

WHAT IS EMPATHY

300

If a customer requests an ATM or POS Limit increase above, your approval limit, you must click on this in your salesforce case to get It approved.

WHAT IS RUN ASSIGNMENT

300

On a loan this is where the funds are held to cover taxes and/or Insurance.

WHAT IS ESCROW ACCOUNT

300

If the caller needs to see if their online account application has been approved, you need to log into to this system.

WHAT IS AVOKA

300

Red-Red, Green-Green, 

Red-Green AND GREEN-RED

These are all examples of _________

WHATS IS FIVE 9 AUTHENTICATION

400

This limit on an ATM Debit card cannot be increased at any time.

WHAT IS MT FUNDING LIMIT.

400

This is the 15 days Investors Bank give before a late fee is accessed on a loan.

WAHT IS GRACE PERIOD

400

To update a customers verification phone number and security questions you will need to be in this system

WHAT IS RELATIONSHIP MANAGER

400

 MMN, DOB, last 4 of the SSS#, Full account or debit card #, Exact amount of last transaction

are all tokens used for authenticating a customer what is another token you can use to authenticate a checking account

WHAT IS THE LAST 5 DIGITS OF A GOVERMENT ISSUED ID

500

If a customer’s card transaction is declined with a responds code R90 you will need to fix this to clear the responds code.

WHAT IS RULE MANAGER

500

We can request this for a third-party if they have a borrower’s authorization.

WHAT IS PAYOFF LETTER

500

To see how a customer's bill payment was sent you will need to log into this system.

What is Partner Care.

500

For a monthly loan account you can use theses tokens as 2 of the 3 tokens needed to authenticate

WHAT IS MONTHLY LOAN PAYMENT AMOUNT & FULL MAILNG ADDRESS