Systems
What system do you use when filing a dispute for a charge that came through the account and routing number?
What is ACH Dispute System.
What is TDB
What is the only acceptable response to give a customer after they provide an answer for Cat A or Cat B?
What is "Thank you"
What system do you use to file a Reg E?
What is CIM.
What is the monthly limit for instant Send Money option?
What is $5,000.00.
What is the system would you utilize when looking into send money?
What are the two option a customer has for receiving the single use security code?
What is by text or phone call.
What is the next step when the customer calls in VP failed (not fraud escalation)?
What is proceed to ID Proofing.
Who can you reach out to, to complete a store assisted unlock?
What is a Team Manager or Wow Support.
Who do you have to contact if a bill pay account is frozen?
What is Fiserve.
What Fidelity screen would you look at to see recent address change?
What is IMIP?
What tab in Relationship Manager will you see the customer's phone number for one time security code?
What is the IA tab.
If a Customer comes in CP IVR verified what is the next steps to authenticate the customer?
What is ask for customer's name and Cat A question.
What is the 30 day mobile deposit limit for a customer that has been with TD for a year?
What is $10,000.
What delivery options does Send Money with Zelle offer?
What is account number, phone number and email address.
What is fidelity.
What is E-Bill Pay?
What is an electronic version of a paper bill .
When going through Authentication ,if a customer disconnects and they do not complete authentication. Do you lock the account?
No, it is an incomplete attempt.
What is the screen in Fidelity called to see Overdrafts?
What is IMPS.
How long can it take for a E-bill pay to auto pay?
What is 2 billing cycles.
What system is used to check bank feed for Quicken or Quick book?
What is OFX.
What does the Always setting for the single use security code require?
What is customer must enter the single use security code on every log in.
If there is no Cat A or Cat B questions, what option do you have to authenticate our customer?
What is ID Proofing.
What process do you have to take if the customer's username has special characters?
What is ask the customer for a new username with out special characters.
When scheduling a transfer through Send Money what is the Min. that needs to be in the account in order to schedule payment?
What is $1.00.