Where can Members locate their scheduled payments online
“Scheduled” tab under “Pay & Transfer” (this was recently updated)
This Team Member is always seen eating, and for some reason is full of limitless energy. Who knows? It could be from the curls...
Jason Orellana
True or False: For an Auto Loan, do we require proof of Insurance?
False, HOWEVER the Member needs to make sure they have full coverage.
GreenPath!
Members have access to GreenPath at no extra cost, and can find out more by visiting their Website or contacting GreenPath via phone or e-mail.
When this Team Member is not providing World Class Personal Service, they can often be found hiking in the woods or taking care of their 3 and only fur babies. It's almost as if they are living in a pink dreamhouse...
Vanessa Garcia
Member chats in requesting for tracking information and proof of payment that was sent electronically via Bill Pay.
How would you go about obtaining the requested information?
We can submit a dispatch to our Bill Pay to acquire proof of payment, which will provide details including:
Electronic Tracking Information for electronic payments, Check Images for cleared checks, and even Check Information on letter head for uncleared checks.
True or False: Members can rename share certificates online.
False. We can rename them for Members as long as we keep the term length in the name. (Ex. Vacation 6-month share certificate)
This tiny but mighty Team Member is a Loan Connoisseur, and dreams of one day eating pasta and carbs with Bad Bunny en la playa. This team Member has been in a reading binge since early last year and has read about 40 books within the past year.
Marissa Guerrero
It has been recently discovered Payment Ops no longer assists with eDeposit Check Holds. What Departments can we reach out to, depending on who placed on the hold.
You may reach out to:
BONUS QUESTION: How would you decide which dept. to call?
What does a Member need to do in order to revise their Maturity Date for their My Home Savings Share?
Members CANNOT revise their Maturity date, the share would have to be closed and a new share would have to be created by a Real Estate Originations (ext. 8288).
This family-oriented Team Member loves shooting a hole in one! Whether it be on the golf course, or spicing up some carne asada on the weekends. While they may be intimidating, they are found to be as soft as their Maltese dog. (Awww <3)
Eddie Montes De Oca
Referring to the ATM dialogue codes, what does code "Z" refer to?
Code "Z" is used for an adjustment on a transaction.
Member is looking for a peace of mind on their Credit Card debt in the event of a death, disability, or involuntary unemployment.
Which product would you offer and how would they pay for this?
The Payment Shield Plus (PSP); Fees for this products will be added to the outstanding CC balance monthly at the end of each month.
This Team Member was quite the detective in their past life at Hogwarts- or that is believed to be the case due to the amount of Fantasy and Crime they read about on their free time.
Outside of the Crime Scene however, they love to spend a GIANT amount of time doing puzzles by the seaside.
Stacey Mathes
Do we offer a "Transactions Eraser"?
If yes, how do Members become eligible to obtain one?
Yes, Rewards Card Member can use their rewards points by erasing past eligible purchase(s) on their Account.
*Past purchases must be at least $10*