Account Officers
What is Sam McMillan?
The name of HWBs emergency notification system that keeps our associates informed of facility closures due to weather-related events.
What is "Send Word Now"?
The types of Positive Pay that HWB currently offers.
What is ACH and Check Positive Pay?
The amount of time a client will have to wait after receiving a bank courtesy refund.
What is a rolling 12 month period?
Example: If a client received a refund on 08/06/2024, they would not be eligible until 08/06/2025
What is details, account, account officer?
The three types of alerts associates can receive from the HWB emergency notification system.
What is text, email, and phone call?
The person to refer our clients to who are interested in positive pay.
Who is Sandy Jowers?
Information to include in the note portion of the refund.
What is a detailed description of what the refund is for, and how long until the client is eligible for another?
The types of clients or accounts that would typically have an account officer.
What is Business clients/accounts, private wealth, clients with high balances, etc?
The location where associates can ensure their contact information is updated for emergency notifications.
What is My Workday?
The process to follow if a check has not been issued on positive pay.
What is, call Bankers Solution to verify that the check has not been issued, then contact the client.
The associates who can process refunds for our clients.
What is platform associates?
(Chris's rule is, only SUB, FCS, or FCLs)
When should an officer be notified about a teller transaction for one of their clients?
What is, if we are determining if a hold should be placed on their funds or maintenance be processed on their clients' account?
The person associates should refer to if they have any questions about their return to work following a natural disaster
What is "The associates manager or supervisor?"
The name of the department that handles positive pay enrollments for our clients.
What is Treasury Management?
The limit on the amount of refund that is given to the client.
What is half of the fee(s) or $36, whichever is greater?
The purpose of providing our clients with an account officer.
What is, to allow our clients with higher balances to have a person who they typically work with or know that monitors and handles their accounts in order to ensure 5 Star Service is provided.
Hancock Whitney's goal in the event of a natural disaster
What is "to be the first bank open and the last to close to better assist our clients while also keeping our associates safe?"
The process for a non client presenting a check for over $1000 and no positive pay message has popped up.
What is, call our client with their number on file to verify the check is indeed legitimate.
The process for requesting a refund as a bank employee.
What is "Associate Rebate Request?"