SRM
SRMs (Service Request Management) falls into two categories. Name them
The client's mailing address can be found here
What is Account Level Show More
This is what the client will click on the OFC (Online Financial Center) to get to their Bill Pay system.
What is pay bills
A client can click here to enroll into the Online Financial Center
What is Enroll in Online Banking
This is the meaning of IRA
What is Individual Retirement Account
The SRM that you use to change client mailing address is this
What is Change Name and Address Workflow
Beneficiaries for an account can be found here
A client can enroll in Bill Pay through the OFC by clicking "Get Started with Bill Pay". This process takes this amount of business days to be enrolled.
What is 1-2 business days
Once enrolled these two accounts are automatically enrolled with no review from an EverBank employee
What is Yield Pledge Checking and Yield Pledge Money Market
The age when you are required to take a minimum distribution from a Traditional IRA
What is 70 1/2
"I need to login online and my phone number is not listed under the one time password option". You would use this SRM once completing the phone number change.
What is Phone Number Update
TRHST stands for this
What is Transaction History
This process removes all payee data and payment history from the system.
What is Delete Payee
These are the Key Features of the My Dashboard
What are Accounts, Money Center, Announcements, & Mobile Banking Center
This form is required when requesting to close an IRA
What is the IRA Withdrawal Request Form
This team receives the deceased SRM once completed by the CSR (Client Solutions Rep).
What is Special Processing
The hold policy for a check deposit into an account older than 60 days is this.
What is the first 5k is available the next business day and the remainder of the check is available on the 4th business day after the date of deposit.
There are two ways to access the bill pay system through the OFC. Name them
What is by clicking on banking and pay bills or under money center and selecting pay bills
These are the two main tabs you will use on the Online Financial Center
This personal account is NOT eligible to be an IRA
What is Yield Pledge Checking account
The process when a client wants to dispute a Visa Check Card Transaction is this
What is complete the disputes SRM, email the client the disputes form, and contact Reconciliation & Monitoring
You should do this every night before you leave to ensure you do not have too many SRMs incomplete.
What is clear your work que
These are sent directly to EverBank's Bill Pay system from the biller for payment.
What is E-Bills
These two third party software's are compatible with the Everbank Online Financial Center. They are what you will recommend to client's if they ask.
What is Quicken and Trusteer Rapport
RMDs must be taken by this date on a yearly basis
What is December 31st