What is Call Visualizer
Call Visualizer provides our operators the ability to fully understand and see what the caller is looking for online. We can pair offline phone calls with live web sessions with full visual engagement to better serve our callers. Call Visualizer helps us improve first-call resolution, decrease average handle time, and improve customer satisfaction. We have 4 […]
What is needed to remove a Dormancy from a Client’s Account?
If the client opened their account via DAC/Mantl (branch 003) Client must Sign and Print their Name along with adding the current date. If the client opened their account through the branch (001) The dormant letter must be signed (Wet Signature) and a Color of Copy of Government Issued ID Client must Sign and Print […]
What to do if a client is disputing a Dormant Account?
Verify the client’s last contact with Quontic Demand Deposit Checking and Interest Checking accounts go dormant after 12 months of inactivity Money Market and Savings accounts go dormant after 24 months of inactivity Certificate of Deposit do not go Dormant
Are Clients notified when an account goes Dormant due to inactivity?
Checking and Savings Dormant letters are mailed when the account becomes dormant to the client’s address on file
Do accounts disappear on a client’s OLB once an account is closed?
No, but they do have the option to hide it by: Self-service Account maintenance Hide and show Select hide or show
What is the phone number to change a debit card PIN?
855-485-7039
How does a customer enroll in OLB with a duplicate profile on Horizon?
If a customer has two profiles on Horizon it will not let them enroll in OLB. A request must be sent to DBO to merge the two profiles together.
Can the Debit Card Purchase Limit be Increased?
Depending on the length of time an account has been open request can be made to increase the limit temporarily. Request can be made to DBO. Usually, documentation is required, like a bill of sale or a receipt.
How to remove a beneficiary from an account in Horizon XE?
What is required to remove a beneficiary from an account?
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